Xero's app checks your P&L, cash position, outstanding invoices, top customers and more, with flexible date ranges and year-over-year comparisons. ChatGPT connects with read-only access, and links point back to Xero for deeper analysis.
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How to use
- 1Add it in ChatGPT
Open Xero in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Xero, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Xero, what's my P&L for this quarter?”
- “Xero, what is my cash flow position?”
- “Xero, show me my invoices summary”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select Xero and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.
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