Global small business accounting platform Xero on Wednesday announced a new integration with Microsoft 365 that brings real-time financial insights directly into Microsoft 365 Copilot through JAX, Xero’s AI financial superagent.
It also lays the foundation for expanded capabilities across any Microsoft 365 app, including building forecasts in Excel and drafting reports and presentations in Word and PowerPoint, all grounded in live data from Xero, the company says.
“Business owners are constantly switching between tools and losing financial context when they are working outside of Xero. Bringing JAX into the Microsoft ecosystem is another major milestone in our push to remove operational complexity for our customers,” Diya Jolly, chief product and technology officer at Xero, said in a statement. “Whether you’re forecasting in Excel or building a pitch in PowerPoint, Copilot can instantly surface the insights behind your business’s financial health, with a clear, seamless path back to Xero as the source of truth and destination for deeper work.”
The integration allows accountants and small businesses to ask natural language questions about cash flow, invoices, expenses, and business performance without leaving the Microsoft tools they already use every day. It enables them to:
- Get answers and act in Copilot Chat: Copilot Chat delivers insights through text summaries and action confirmations all informed by JAX. Quickly uncover critical operational updates—such as identifying top customers or checking who owes money—and benefit from direct, clickable links to Xero to seamlessly execute tasks like sending payment reminders.
- Analyze, model, and plan with live data in Excel: With live data injected directly into Excel spreadsheets as structured tables, manual CSV exports and data cleanup are in the past, Xero says. Instantly uncover deep insights like multi-quarter profit and loss details or comprehensive lists of overdue invoices with exact amounts and due dates to easily build forecasts and trend models.
- Write with real numbers in Word: Word document creation is streamlined by generating automated narrative paragraphs and formatted report sections directly inside the file. With live Xero data, weave real-time financial summaries and accounts receivable data into board reports or loan applications without having to manually copy, paste, or reformat numbers.
- Present an impactful financial story in PowerPoint: Replace tedious manual chart building by automatically generating clean PowerPoint presentation slides complete with native charts, revenue trends, and key metrics. Instantly visualize and share impactful business stories, such as highlighting the top five customers ranked by revenue or showcasing year-over-year percentage growth.
Xero says it plans to expand the integration to include additional Microsoft 365 apps like Outlook, Teams, and more.
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“With financial intelligence from Xero accessible in Microsoft 365, Xero customers will have real-time, data-backed insights right in the apps they already use every day,” Bryan Allen, director of product marketing for Microsoft 365 Copilot at Microsoft, said in a statement. “In today’s dynamic business environment, we look forward to seeing this integration deliver new levels of operational efficiency for small businesses and accountants around the world.”
In line with Xero’s responsible data use commitments, financial data shared between the platforms is used solely for the user’s specific session, and proprietary business data is never used to train Copilot AI models, the company says.
More information about Xero’s new integration with Microsoft 365 can be found here.
Photo credit: Xero
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Tags: Copilot, Microsoft, microsoft 365, Small Business, Technology, xero
