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Agent passport

Xero

Check your P&L, cash position, and top customers — from Microsoft 365 Copilot.

Registry category
Finance & AccountingPlanning, Forecasting & Reporting
Vendor
Xero Limited.
Location
Not disclosed
Reviews
1 reviews on record
Listed on
Microsoft Marketplace
Pricing
Additional purchase required
Overall Provenance
2.6/10Low
High 7–10Moderate 3–6.9Low 0–2.9

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

Who actually operates this agent.

2.1 / 10
Data element
Answer
Provenance
Source
Legal entity
Xero Limited.
Publisher name on the listing; not matched to an outside company record
High
HQ address
Not disclosed
No headquarters on the listing or an outside record
Low
No source on record
Ownership
Not disclosed
No ownership on record
Low
No source on record
Industry
Not disclosed
Low
No source on record
Employee count
Not disclosed
Low
No source on record
Founded
Not disclosed
Low
No source on record
Revenue
Not disclosed
Low
No source on record
About
Check your P&L, cash position, and top customers — from Microsoft 365 Copilot.
Publisher description
High

Build Provenance

What the agent is built on.

1.4 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
Not disclosed on this listing
Low
No source on record
Hosting model
Not disclosed on this listing
Low
No source on record
Version history
1.1.4
Registry saw 4 distinct listing states across 12 captures
High

Reach Provenance

How the agent is distributed and adopted.

5.8 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Microsoft Marketplace
Via Microsoft 365
High
Review volume & rating
1 on the marketplace (5)
One source with a review count above zero
High
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No listed since date; last updated 2026-08-18
—
No source on record
Multi-channel presence
Single-channel
Listed on Microsoft Marketplace only in the registry
High
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
Popularity index 0.82 on the marketplace; not an install count
—
No source on record
Listing type
Standard marketplace listing
From the listing
High

Data Provenance

What the vendor discloses about data handling.

1.4 / 10
Data element
Answer
Provenance
Source
Operational data sources
Not disclosed
Low
No source on record
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Legal links on the listing: Privacy Policy, License Terms
Links on the listing; documents not fetched by the registry
High
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record

Compliance Provenance

What standards the vendor meets, and who verified them.

2.3 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
Xero produces Service Organization Control (SOC 2) reports based on independent audits of Xero’s cloud-based accounting...
Vendor self-attested; company-wide, not specific to this agent
High
ISO/IEC 27001
Xero is certified as compliant with ISO/IEC ISO27001:2022, the premier global information security management system...
Vendor self-attested; company-wide, not specific to this agent
High
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
None on record
—
No source on record
SOC 3
SOC 3
Vendor self-attested for this agent. Said on 2026-08-15; not on the latest capture
—
CSA STAR
None on record
—
No source on record
Privacy
GDPR
GDPR
Vendor self-attested for this agent. Said on 2026-08-15; not on the latest capture
High
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
None on record
—
No source on record
Health
HIPAA
None on record
Low
No source on record
HITRUST CSF
None on record
—
No source on record
Financial
SOC 1
None on record
—
No source on record
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
Not found on the FedRAMP Marketplace
Checked by the vendor's web domain on 2026-08-27
Low
CMMC
None on record
Low
No source on record
NIST SP 800-171
None on record
—
No source on record
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
None on record
Low
No source on record

What the publisher says

Check your P&L, cash position, outstanding invoices, and top customers — directly from Microsoft 365 Copilot. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Copilot connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

Responses are based on the data available in the connected Xero organisation as well as the functionality supported in the current version of the app.

To use this app, you'll need an active Xero account or subscription, access to a Xero organisation, and the required Microsoft 365 Copilot licence and access.

Show the rest of the publisher’s description (3 more lines)

Learn more about Xero subscriptions here: https://www.xero.com/pricing-plans/

Learn how to configure Microsoft 365 Copilot app settings to customise the experience for your organisation here: https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-app-admin-settings

Need help with onboarding or support? Contact us here: https://www.xero.com/about/contact/

Preview

3 images

Plans and pricing

Additional purchase required

Linked repositories

Unknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed.

Publisher resources

Sources

Reading the score

Disclosure · how many sources corroborate it

NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.

Evidence · what kind of evidence backs it

NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.

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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Vendor Provenance

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