Global small business accounting platform Xero this week launched a new integration with Google Gemini, bringing live Xero data directly into Google’s popular artificial intelligence assistant.
Xero customers can use Gemini to retrieve real-time financial answers, analyze business performance, and complete routine tasks without switching between applications or losing financial context.
“Connecting Xero financial data into Gemini conversations helps small businesses and their accountants and bookkeepers instantly check their financial position, track cash flow, and manage invoices and bills, all without breaking their workflow,” Diya Jolly, president of product and technology at Xero, said in a statement on Oct. 13. “This is another major milestone as we continue to help eliminate operational friction and foster collaboration for our customers, delivering real-time financial intelligence wherever they work.”
Powered by Xero’s agentic platform, JAX, small businesses and their advisors who use the connected app will see their real-time financial data flow directly into Gemini while maintaining secure, continuous synchronization with Xero, the company says.
Key capabilities include:
- Financial health and performance: Generate profit and loss statements, track income and expenses, and monitor overall balance sheets and cash position via conversational prompts.
- Sales and receivables: Identify overdue balances, draft initial invoice summaries, track high-revenue clients, and manage recurring subscriptions.
- Purchases and payables: Track outstanding payables, flag overdue bills, and surface specific vendor payment requirements.
- Interactive visual reports: Gemini can transform raw data into clear visual charts—such as net profit/loss graphs and aged receivables distributions—directly within the chat interface.
- Organization and contacts: Retrieve essential business details, base currency information, and contact information for customers and suppliers
In the near future, customers on eligible plans can do more with Xero’s connected app by working within task toggle in the Gemini app. Leveraging live Xero data, users can switch to “tasks” to create time-based schedules and workflows for routine work. Customers can also create workflows such as combining Xero and Gmail to prepare follow-ups for overdue invoices or create a recurring schedule for actions like a daily summary of key financial information, such as pending bills and current cash position.
According to Xero, any operation that modifies financial data, such as issuing an invoice or sending a payment reminder, requires explicit user confirmation in Xero’s connected app in Google Gemini before execution. The review step and final judgment stay with the accountant or bookkeeper and the business owner.
The Xero connected app for Google Gemini is the latest in a series of integrations introduced by Xero that enable small businesses and their advisors to access their financial information across the tools they work in every day. Other integrations include Microsoft 365, Claude, Claude for Small Business, and ChatGPT.
Xero is also introducing a new capability that allows accountants and bookkeepers to seamlessly switch between their practice’s client organizations while working across all of these integrations. This ensures access to real-time, client-specific data when and where advisors need it, the company says.
Recommended Articles
Data responsibility is foundational to the Gemini integration, Xero says, and financial information shared between platforms is used solely for the user’s session, and Xero data isn’t used to train Google Gemini models.
Photo credit: Xero
Sign in to get access to this free resource, and all of our whitepapers and reports.
Download this content today!
Register Now Already registered? Click here to Log In
