xpnAi

xpnAI connects Claude, and other compatible AI assistants to multiple Xero organisations, giving finance teams the data and accounting tools to accelerate month-end.

Analyse general ledger, accounts payable and accounts receivable data across entities. Investigate financial movements, compare balances, identify exceptions and drill from summaries into individual transactions. Query tools support custom totals, trends and exports for further analysis.

Prepare accruals and reversing journals, spread prepaid expenses or deferred revenue across periods, and create intercompany invoice and bill pairs. Review complete proposals before saving drafts to Xero, with supporting evidence and creation receipts.

With explicit write permission, align charts of accounts and tracking categories across organisations. Journals, invoices and bills are created as drafts for review in Xero; account and tracking changes update records directly. Reusable skills capture your team’s accounting policies, checks and procedures so assistants can repeat established workflows. Compatible agents or automation tools can run those workflows on a schedule.

Each connection is scoped to an authorised Workspace and respects its access controls. You choose the assistant, control its permissions and can revoke access.