The Xero step reads data from a connected Xero organisation so a workflow can analyze or reconcile it. You can pull invoices, bills, bank transactions, contacts, the chart of accounts, and named financial reports. Requires a connected Xero integration.

Pull bank transactions that have been entered or reconciled in Xero, with their line items. Useful for coding, cash-flow analysis, and reconciliation.

• Pull unreconciled transactions so an AI step can suggest a category
• Roll up cash flow over a date range
• Review reconciled spend for a period

Choose the Xero organisation and an optional date range. You can limit to reconciled or unreconciled transactions only. The output is a list of transactions with their nested line items (account, tax, amount). Pair it with a For Each loop and an AI Generate step to classify each one, or with an Evaluate step to total them.

Pull sales invoices, the money owed to you, with their line-item tax. This is the accounts receivable side of your books.

• Find authorised invoices past their due date for payment reminders
• Reconcile collected sales tax from invoice line items
• Report on receivables over a date range

Choose the Xero organisation, and optionally filter by date range, status (draft, submitted, authorised, paid, voided), or a single contact. The output is a list of invoices, each carrying the tax collected per line. Feed it to an Evaluate or AI Generate step for reconciliation or receivables analysis.

Pull purchase bills, the money you owe, with their line-item tax. This is the accounts payable side of your books, mirroring List Invoices.

• Reconcile the tax you paid on purchases
• Report on payables over a date range
• Review supplier spend for cost analysis

Choose the Xero organisation, and optionally filter by date range, status, or a single supplier. The output is a list of bills, each carrying the tax paid per line. This is the input-tax side of a sales-tax reconciliation and the basis for cost analysis.

Pull the customers and suppliers from your Xero organisation as a list.

• Sync a customer list into another system
• Build a supplier directory for a report
• Cross-reference contacts with invoices or bills

Choose the Xero organisation. The output is a list of contacts, both customers and suppliers. Use Fields to Keep to trim each contact to the fields you need downstream.

Pull the chart of accounts, the list of categories your transactions are coded against. Each account has a type and class that tells you whether spend is capital or operating.

• Give an AI step the account list so it can code transactions correctly
• Separate capital spend from operating spend
• Build a reference table for financial reporting

Choose the Xero organisation. The output is a list of accounts, each with a code, name, type, and class (for example a fixed-asset account points to capital spend, an expense account to operating spend). Feed it alongside bank transactions to an AI step to classify spend or spot capital investment.

Pull a named financial report (Profit and Loss, Balance Sheet, Trial Balance, Bank Summary, or Executive Summary) as a flat list of rows.

• Pull a monthly Profit and Loss for variance commentary
• Feed a Balance Sheet into an AI step for a plain-language summary
• Track report figures over time with an Evaluate step

Choose the Xero organisation and the report you want. For range reports like Profit and Loss, set a from and to date. For point-in-time reports like the Balance Sheet, set the as-of date. The report comes back flattened into rows you can feed to an AI Generate step for commentary or to an Evaluate step for trends.

Which organisation does it read from?

The connected Xero organisation you pick on the step. If you have connected more than one, choose the right one in each Xero step.

What is the difference between List Invoices and List Bills?

Invoices are money owed to you (accounts receivable). Bills are money you owe (accounts payable). Together they give you both sides of a sales-tax reconciliation.

How do I keep the data small for an AI step?

Use the Fields to Keep option to trim each record to just the fields you need. Dropping nested line items is a common way to shrink invoices, bills, and transactions.