Global small business accounting platform Xero announced Wednesday the launch of XeroForce, a natural language custom AI agent builder for the financial workflows of small businesses and accountants.
Using simple prompts, customers can create custom agents on top of Xero and third-party apps they use to turn time-consuming manual work into durable, scalable AI workflows with Xero as the orchestration hub and core financial operating system.
With domain-specific accounting and financial logic baked in, XeroForce is designed to support reliable AI-native small business finance and compliance workflows, the company said in a media release on May 13.
Xero says the launch of XeroForce is in alpha, available to invite-only customers, with plans to bring it to general release later this year.
“XeroForce is uniquely built for end-to-end financial operations, combining decades of Xero’s domain context, verified data, and AI innovation to help small businesses and accountants deploy agents that can automate financial workflows and deliver the visibility critical for compliance, all without code writing expertise,” Diya Jolly, chief product and technology officer at Xero, said in a statement. “We’re excited to see what our customers create with XeroForce and to support them in unlocking the benefits of agentic workflows so they can focus more on the strategic work only they can do.”
Custom AI agents designed through XeroForce can be built in natural language and used across Xero and a variety of third-party tools small businesses and accountants already use, connecting apps, actions, rules, and schedules into automated processes shaped for their firm, a specific client, or a specific industry.
These agents also support always-on processes or workflows as businesses wait for events or actions, such as email replies or filing dates, completing tasks in the background over days or weeks, Xero says.
Other key features of XeroForce include:
- Purpose-built design: It’s designed from the ground up with logic specific to small business financial workflows—from month-end close and ongoing reporting to organizing tax documents, purchase order validation, pay-run approval, and more.
- Audit trails: Every action is logged and traceable, which is critical for compliance and client trust.
- Bulk action across clients: Many accountants and bookkeepers manage hundreds of clients and XeroForce enables workflows that operate at practice-wide scale, not one conversation at a time.
- No technical expertise required: XeroForce is designed so accountants and small businesses can deploy agents without writing code or crafting complex prompts.
XeroForce is powered by Xero OS, the AI-native financial operating system for small businesses and accountants. Xero OS also powers JAX (Just Ask Xero), Xero’s financial superagent that provides actionable insights and autonomous workflows with human professionals at the helm.
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In other Xero news …
Xero announced its live integration with Anthropic, the company behind Claude, on May 12. The multiyear partnership, which was unveiled in March, brings Claude directly into Xero and Xero’s financial data and tools into Claude.ai.
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Users with an active Xero subscription can bring their financial data directly into their Claude conversations to solve immediate business challenges and provide financial clarity without switching tools. The insights generated in Claude link back to Xero for customers to take action, such as reviewing the full report, contract record, or invoice detail. By providing live data from Xero rather than a static export, users can uncover strategic financial insights and reporting in areas like:
- Revenue and profit: Uncover total earnings, if profit is up or down, and how performance compares over time.
- Contacts and receivables: Discover outstanding payments, overdue invoices, and which customers contribute the most revenue.
- Financial position and cash position: Get a snapshot of business health by viewing assets, liabilities, and cash flow position.
“AI is rapidly becoming an integral part of our customers’ workspace, and to be effective, that workspace requires Xero’s trusted financial intelligence as its foundation,” said Jolly, Xero’s chief product and technology officer, in a statement. “Delivering this financial context within Claude bridges the gap between the everyday AI tools customers use and Xero’s rich financial data. When customers engage in wide-ranging conversations with Claude about their business strategy or day-to-day operations, they can now use Claude to instantly pull up their cash position, check overdue invoices, or see how profit is tracking, all without breaking their flow of work. That’s what it means to have Xero wherever you work and it’s part of our commitment to ensuring customers can leverage Xero at every point in their decision-making process.”
Photo credit: Dom Light/LinkedIn
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