Integration/ Accounting & Bookkeeping

Xero

A cloud-based accounting platform that helps small businesses manage invoicing, expenses, payroll, and financial reporting.

Visit website

A cloud-based accounting platform that helps small businesses manage invoicing, expenses, payroll, and financial reporting.

What Adopt agents can do with Xero

  • Read the chart of accounts and trial balance
  • Post manual journals and adjusting entries
  • Match bank statement lines to ledger transactions
  • Track invoices, bills, and aged receivables
  • Pull period financial statements for review

Why finance teams connect Xero

Adopt agents read from and write to Xero over a governed connection, so close, reconciliation, and reporting work runs across Xero and the rest of your finance stack without manual exports or swivel-chair data entry.

What you can do

  • Read the chart of accounts and trial balance

  • Post manual journals and adjusting entries

  • Match bank statement lines to ledger transactions

  • Track invoices, bills, and aged receivables

  • Pull period financial statements for review