Xero Integration: Financial Data Centralized
Connect Xero and let AI agents query invoices, transactions, and cash flow data alongside marketing spend from 1,000+ other sources.
Key Takeaways 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.
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.
Data objects and fields Improvado extracts from Xero
| Object | Fields |
|---|---|
| Invoices | InvoiceID InvoiceNumber Type Contact DateString DueDate Status LineAmountTypes SubTotal TotalTax Total AmountDue AmountPaid CurrencyCode |
| BankTransactions | BankTransactionID Type Contact DateString Status LineAmountTypes SubTotal TotalTax Total CurrencyCode BankAccount |
| Contacts | ContactID ContactNumber Name EmailAddress BankAccountDetails TaxNumber AccountsReceivableTaxType AccountsPayableTaxType IsSupplier IsCustomer |
| Payments | PaymentID Invoice Account Date Amount CurrencyRate Reference Status |
| Accounts | AccountID Code Name Type TaxType Class Status EnablePaymentsToAccount BankAccountNumber CurrencyCode |
From connection to autonomous action in three steps
Connect
Connect your Xero account via OAuth in under 60 seconds. The agent syncs invoices, bills, contacts, bank transactions, and chart of accounts with read-write access to your selected organization.
Ask
Ask questions like 'Which vendors have we paid the most this quarter?' or 'Show me profit and loss by department for the last 6 months' or 'What's our current accounts receivable aging?'
Act
The agent creates and sends invoices, records bill payments, reconciles bank transactions, updates contact credit terms, applies payment reminders, and flags cash flow anomalies requiring your attention.
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 calculates true marketing ROI
Read
The agent reads invoices, bills, bank transactions, contacts, chart of accounts, tracking categories, tax rates, payment records, and account balances from your Xero organization in real-time.
Write
The agent creates invoices and credit notes, records payments and bill transactions, updates contact details and credit terms, reconciles bank feeds, applies tracking categories, and sends payment reminders to customers.
Monitor
The agent monitors invoice aging thresholds, unusual payment delays, cash flow velocity changes, duplicate transaction patterns, bank reconciliation gaps, and budget variance alerts across your accounts.
AI agents query revenue, expenses, and invoice data to calculate marketing ROI across all advertising platforms. They track customer lifetime value by combining financial transactions with CRM metrics and sales data. Agents automatically correlate cash flow patterns with campaign spend to identify profitable channels.
| Customer | Outstanding | Avg Days Late |
|---|---|---|
| Riverside Distribution | $38,240 | +47 days |
| Metro Logistics Group | $29,850 | +34 days |
| Coastal Freight Co | $24,100 | +12 days |
| Northbound Shipping | $21,680 | +56 days |
| Express Cargo Ltd | $18,920 | +29 days |
Send Xero data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
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
What Xero data can Improvado extract?
How often does the Xero integration refresh data?
Can I combine Xero data with marketing platforms?
Which data warehouses support Xero integration?
Does the integration require Xero API access?
How long does Xero integration setup take?
"Improvado saves about 90 hours per week and allows us to focus on data analysis."
"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."
Put an AI agent on your Xero today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.