Finance & Accounting
Xero
Accounting. Connect Adapt to Xero for invoices, bills, and financial data via API.
Use cases
Adapt connects to Xero so you can ask questions about invoices, bills, and financials. Add your API credentials in Settings > Integrations and Adapt can query Xero on your behalf.
Query invoices and bills
Track revenue and expenses
Summarize financial performance
Reference Xero data in conversations
Configuring Xero
- 1
In Xero, generate an API key under Developer portal
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your Xero API key
- 4
Start a new chat and ask Adapt about your Xero data
