Xero Integration: Financial Data Centralized
Invoices, expenses, and cash flow data sync directly to your data warehouse. Create unified financial reports in Power BI or Looker.
Top performer: Brand campaigns at 8.1x ROAS.
Connect Xero to your business intelligence stack
Improvado connects directly to Xero's API to extract financial transactions, invoice data, customer information, and accounting metrics. The integration runs automatically on your schedule, pulling fresh financial data without manual exports or CSV downloads. All revenue, expense, and cash flow data flows directly into your data warehouse. Maintain real-time visibility into your financial performance across all business systems.
From connection to autonomous action in three steps
Connect
Authenticate Xero via OAuth in under 5 minutes. Improvado normalizes your data across 1,000+ sources automatically.
Ask
Your AI agent queries Xero performance in natural language. Trends, anomalies, cross-channel comparisons — one conversation.
Act
The agent pauses underperformers, adjusts settings, generates executive reports, and monitors anomalies — every action logged.
Extract All Your Marketing Data from Xero
Xero - an accounting and bookkeeping software.
This Improvado integration is available by request only. Unlike our typical API integrations which can be set up by anyone in just a few clicks, this one will need a bit of work on our side (and maybe even on yours). Sometimes we need to play together to achieve the best results for everyone.
Financial data unified with marketing metrics
Improvado's Marketing Common Data Model normalizes Xero financial data alongside CRM, marketing automation, and advertising platforms. Calculate true customer lifetime value, marketing ROI, and revenue attribution across all channels. Analyze how marketing campaigns directly impact financial outcomes using consistent data formats. Build comprehensive business intelligence that connects marketing spend to actual revenue results.
What teams ask their AI agent about Xero
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Calculate marketing ROI by connecting Xero revenue data with advertising spend across platforms
Your AI agent analyzes Xero data and delivers actionable insights — automatically, in seconds.
Track customer lifetime value by combining Xero financial data with CRM and marketing metrics
Your AI agent analyzes Xero data and delivers actionable insights — automatically, in seconds.
Generate executive dashboards combining financial performance with marketing and sales data
Your AI agent analyzes Xero data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Xero — it acts on it
Read
Pull metrics, dimensions, and trends from Xero — across every account and campaign. Your AI handles the query.
Write
Launch campaigns, pause underperformers, adjust settings. Every action logged and governed.
Monitor
Anomaly alerts, budget pacing watches, weekly auto-reports. Problems caught before they burn budget.
Query, write, and monitor Xero through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.
| Campaign | Spend | ROAS |
|---|---|---|
| Brand — Exact | $4,200 | 8.1x |
| Non-Brand | $12,800 | 4.7x |
| Retargeting — 30d | $3,100 | 4.2x |
| Competitor | $8,400 | 3.1x |
| DSA — Blog | $2,600 | 2.8x |
Send Xero data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage.
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Xero as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | ● Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
Put an AI agent on your Xero today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.