Evidence tier Source Confirmed · 10 captures on record
What the publisher says
As described on Microsoft Marketplace.
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.
Show the rest of the publisher’s description (4 more lines)
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.
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
Agent build and provenance
See the full provenance
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 2026-08-15
- SOC 2 IIClaimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-15
- SOC 3Claimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-15
- GDPRClaimed80%, self-attestedself-attested on the marketplaceas observed 2026-08-15
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.
Sources
Publisher resources
2 linksLinked 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.