In-ProgressCross-vertical

Automate Xero with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Xero. It runs 7 supported actions in Xero, including payment received, create invoice, and record payment, and connects it to Quickbooks, FreshBooks, and Zoho Books. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Xero integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Xero and every tool it touches, including the screens with no API.

Supported actions7

New invoiceTriggers when a new invoice is created.
Payment receivedTriggers when a payment is recorded.
New contactTriggers when a new contact is added.
Create invoiceGenerate an invoice for a contact with line items.
Record paymentApply a payment against one or more invoices.
Create contactAdd a new Xero contact.
Create billRecord a new bill against a vendor.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Xero API?Visit xero.com

How to automate Xero

Connect Xero to Caddi
Allow
1Sign in to Xero
One click with your own Xero login. No API keys.
Automate receipt-to-invoice reconciliation in Xero.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Xero

Why teams automate Xero

Xero runs the books — Caddi AI Agents handle the data flowing in and the records flowing out.

Xero data only stays clean if someone keeps it that way. Caddi posts payments, builds bills, and reconciles receipts automatically.

Loops Caddi runs against Xero

Receipt-to-invoice reconciliation
Recommended pattern
Caddi extracts payment details from incoming receipts and matches them to the right Xero invoice with the matter or client coded.
Daily payment posting
Recommended pattern
Caddi summarizes daily payment activity and posts the journal entries to Xero with the right customer coding.
Expense report posting
Recommended pattern
1. Xero
2. Expensify
Caddi pulls approved Expensify reports and posts them to Xero with the right matter/client coding.

Where professional services teams use it

Inbound triage
Watch Xero for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Xero in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Xero alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Xero update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Xero

Does Caddi have a real Xero integration?

Yes. Caddi runs verified code against Xero's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Xero is reviewed before it runs in production.

Do I need engineering help to automate Xero with Caddi?

No. You demonstrate the workflow, clicking through Xero the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Xero data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Xero, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Xero to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Xero, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Xero?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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