Finance Admin for Xero
Data-Driven AI · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Publisher Attested · 9 captures on record
What the publisher says
As described on Microsoft Marketplace.
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
Show the rest of the publisher’s description (35 more lines)
using Xero, it brings automation, insight, and collaboration into your daily workflow—without switching apps.
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
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Agent build and provenance
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The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
- ISO/IEC 27001Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-25
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.