# Xero AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Xero in one click via OAuth and helps you manage bookkeeping and reconcile business accounts, running 38 Xero actions for you like Get Item, Upload File, and Get Invoice. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Xero and reports back. Setup takes about two minutes. - Tool: Xero - Category: Finance & Payments - Connection: One-click OAuth - Actions available: 38 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/xero ## What can you ask Viktor to do in Xero? - "Reconcile this month's transactions in Xero and flag anything weird." - "Pull the outstanding invoices from Xero and draft reminder emails." - "Summarize this month's profit and loss from Xero for the team." - "Watch Xero for a new expense over $500 and alert me for approval." ## What can Viktor do in Xero? (38 actions) - **Create Payment** - Creates a new payment. - **Update Contact** - Updates a contact given its identifier. - **Create or Update Contact** - Creates a new contact or updates if the contact exists. - **Create Sales Invoice** - Creates a new sales invoice. - **Create Purchase Bill** - Creates a new purchase bill. - **Create Employee** - Creates a new employee. - **Upload File** - Uploads a file to the specified document. - **Update tracking category** - Update a tracking category by ID. - **Update tracking category option** - Update a tracking category by ID. - **Make API Call** - Makes an aribitrary call to Xero Accounting API. - **List tracking categories** - Lists information from tracking categories. - **List Manual Journals** - Lists information from manual journals in the given tenant id as per filter parameters. - **List Invoices** - Lists information from invoices in the given tenant id as per filter parameters. - **List Credit Notes** - Lists information from credit notes in the given tenant id as per filter parameters. - **List Contacts** - Lists information from contacts in the given tenant id as per filter parameters. - **Get tracking category** - Get information from a tracking category by ID. - **Get Tenant Connections** - Gets the tenants connections the user is authorized to access. - **Get Item** - Gets details of an item. - **Get Invoice** - Gets details of an invoice. - **Get Sales Invoice Online URL** - Retrieves the online sales invoice URL. - **Get History of Changes** - Gets the history of changes to a single existing document. - **Get Contact** - Gets details of a contact. - **Get Bank Summary** - Gets the balances and cash movements for each bank account. - **Bank Statements Report** - Gets bank statements for the specified bank account. - **Find or Create Contact** - Finds a contact by name or email address. Optionally, create one if none are found. - **Find Invoice** - Finds an invoice by number or reference. - **Email an Invoice** - Triggers the email of a sales invoice out of Xero. - **Download Invoice** - Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder. - **Delete tracking category** - Delete a tracking category by ID. - **Delete tracking category option** - Delete a tracking category option by ID. - **Create tracking category** - Create a new tracking category. - **Create Item** - Creates a new item. - **Create History Note** - Creates a new note adding it to a document. - **Create Credit Note** - Creates a new credit note. - **Create Bill** - Creates a new bill (Accounts Payable). - **Create Bank Transaction** - Create a new bank transaction. - **Add Items to Existing Sales Invoice** - Adds line items to an existing sales invoice. - **Find contact. Optionally, create one if none are found** - Finds a contact by name or account number. Optionally, create one if none are found. ## How does Viktor work with Xero? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Xero with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Xero actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Xero AI agent? A Xero AI agent is an AI that connects to your Xero account and completes work in it - it doesn't just answer questions about Xero, it takes the actions. Viktor is that agent: an AI employee that works in Xero on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Xero actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Xero Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Xero actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Xero? Yes. Xero is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Xero from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Xero to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Xero, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Xero? Viktor can run 38 Xero actions, including Get Item, Upload File, and Get Invoice - and chain them with other tools in a single request. In practice that means Viktor helps you manage bookkeeping and reconcile business accounts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Xero? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Xero actions to take, runs them, and reports back. ### Is my Xero data secure with Viktor? Yes. Viktor connects to Xero in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Xero integration cost? Nothing extra - every integration, including Xero, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Xero together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Xero, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Xero together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Finance & Payments integrations - [Customer.io](https://viktor.com/integrations/customer-io-2) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Stripe](https://viktor.com/integrations/stripe) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) - [Paystack](https://viktor.com/integrations/paystack) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.