Finance & Accounting

Xero

Accounting. Connect Adapt to Xero for invoices, bills, and financial data via API.

Xero logo

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

Integrate Xero with Adapt

Connect Xero to Adapt and let AI handle your workflows automatically. From data sync to automated actions, Adapt understands your context and gets work done across your entire stack.

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Get started with up to $300 in credits for you and your team.