Finance & Accounting
Connect Xero to Your AI Agents
Let your WKIL agents create invoices, track payments, and pull financial reports through a secure Xero integration.
Authentication: OAuth 2.0
What you can do
- Create and manage invoices
- Track payments and financial reports
- Manage contacts and purchase orders
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Invoice
Create a new invoice for a customer.
Create Contact
Add a new contact record for a customer or supplier.
Get Profit & Loss Report
Retrieve the profit and loss report for a period.
List Invoices
Retrieve a list of invoices from the account.
Create Payment
Record a payment linking an invoice to a bank transaction.
Create Purchase Order
Create a purchase order for goods or services.
Practical agent use cases
- An agent creates an invoice automatically once a service is marked complete.
- An agent pulls a profit-and-loss report for a finance review meeting.
How it works with WKIL
- 1Choose the integrationAdd Xero to your agent from inside the WKIL platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent send an invoice without review?
Invoice creation can be configured to require human approval before it is finalized and sent.