Xero + 365agents: phone calls into invoices and customer records

365agents connects natively to Xero via OAuth. Your AI agent creates invoices, draft estimates, and customer records in Xero from call outcomes — and retrieves account balances during service calls.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Xero via OAuth. Your AI agent creates contacts, draft invoices, and estimates in Xero from call outcomes, and can retrieve account balances and invoice status during inbound calls.

What this makes possible

  • Contact creation — new callers become Xero contacts with captured details

  • Draft invoices from service-complete calls

  • Estimate creation from quote-request calls

  • Balance lookup — during inbound calls, AI tells customers their current balance

  • Invoice status — "has this invoice been paid?" answered from live Xero data

  • Multi-currency support — international businesses with mixed currencies handled correctly

How a real call flows

  1. Client calls: "What's my outstanding balance?"

  2. AI matches them to their Xero contact

  3. AI reports the balance: "You have one outstanding invoice from last month for $1,450"

  4. AI offers to send a payment link (via Stripe or Xero Pay)

  5. Client agrees; link goes via text; Xero updates on payment

How to connect

  • Admin dashboard → Integrations → Xero

  • "Connect" with your Xero account

  • Authorize contact, invoice, and estimate access

  • Map service / product items in your conversation flow

  • Test with a call

Who this is for

  • Xero-based small businesses in the US, UK, AU, NZ, and Canada

  • Accountants running their own practices

  • Service businesses where Xero is the accounting system of record

Related

Get started

Book a demo — we'll connect Xero during onboarding.