Finance Admin for Xero
Automate Xero finance tasks in Microsoft 365 Copilot and approval workflows
- Registry category
- Finance & Accounting
- Vendor
- Data-Driven AI
- Location
- Not disclosed
- Reviews
- 1 reviews on record
- Listed on
- Microsoft Marketplace
- Pricing
- Not stated
Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.
Vendor Provenance
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Build Provenance
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Reach Provenance
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Data Provenance
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Compliance Provenance
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What the publisher says
Finance Admin for Xero is a smart financial assistant built for Microsoft Teams and Microsoft 365 Copilot
that helps organizations manage their Xero accounting tasks directly within Teams. Designed for any size organization
using Xero, it brings automation, insight, and collaboration into your daily workflow—without switching apps.
Show the rest of the publisher’s description (34 more lines)
Key Benefits:
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Invoice & Bill Categorization:
Automatic categorization for currency, descriptions, tax and line items.
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Save Time:
Stay in Teams and approve Invoices and Bills for payment. No more logging in to Xero with MFA!
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Financial Summaries:
Generate real-time Profit and Loss reports with natural language.
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Profit Attainment Tracking:
Monitor quarterly revenue and profit performance against targets with detailed attainment reports.
Use Cases:
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Invoice Categorization
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Approval Workflows
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Profit Attainment Reporting
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Automated Payrun Drafting (Coming soon)
Target Audience:
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SMBs and Enterprises using Xero and Microsoft Teams/Copilot
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Finance and Accounting Teams
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Bookkeepers and Accountants
Note:
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An active Xero account is needed to use this Agent.
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Finance Admin for Xero is not affiliated with or endorsed by Xero or Microsoft.
Preview
5 imagesLinked repositories
Unknown
Unknown means this listing does not publish a repository. It is not a statement that the code is closed.
Publisher resources
Sources
- Marketplace listingMicrosoft Marketplace (opens in a new tab)
- Certification pagedocs.microsoft.com (opens in a new tab)
- Legal linkPrivacy Policy (opens in a new tab)
- Company recordVendor website company data, matched on data-driven.com
Reading the score
Disclosure · how many sources corroborate it
Evidence · what kind of evidence backs it
The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.
Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.
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