Platform Integration

Beautiful books.
Still doing it all yourself.

Xero handles the accounting. But someone still has to chase invoices, reconcile transactions, and pull reports when clients call. That someone is now OpenClaw.

OpenClaw connects to Xero's full API. Invoices, contacts, bank transactions, payments, reports. All of it.

4M+

businesses worldwide use Xero

24/7

invoice monitoring and payment follow-ups

40+

Xero API endpoints OpenClaw can operate

Full API

invoices, contacts, bank feeds, journals

Xero tracks everything. You still do the work.

Cloud accounting is great. But the tedious parts haven't gone away. They've just moved online.

Reconciliation is a daily chore

Every morning, you open Xero and match bank transactions to invoices and bills. Most of them are obvious. The subscription payment that hits every month. The client who always pays on the 15th. But Xero's auto-matching catches maybe 60% of them. You do the rest by hand, every single day.

Overdue invoices pile up quietly

Xero shows you a list of overdue invoices. That's helpful. What it doesn't do is follow up with the client, check if there's a dispute, or escalate when someone is 60 days past due. That's still you, writing the same polite email for the third time this month.

Clients ask questions you need to look up

A client emails asking about their Q3 expenses. You open Xero, pull the profit and loss report, filter by date range, export it, and reply. Twenty minutes for something the system already knows. Multiply that by a dozen clients and you've lost half a day to data retrieval.

Month-end is still a scramble

Closing the books means checking for unreconciled transactions, reviewing draft invoices, confirming bank balances, and generating reports. Xero has all the data. But someone has to run through the checklist, catch the missing pieces, and make sure nothing slipped through. That someone is you, every month.

OpenClaw + Xero Integration

OpenClaw connects to Xero through its Accounting API and webhooks. It reads your financial data, makes decisions, and takes action. Here's what that looks like.

Smarter bank reconciliation

OpenClaw pulls your bank transactions from Xero's API and matches them against outstanding invoices, bills, and known recurring payments. It learns your patterns over time: which vendors charge on which days, which clients always pay in batches. The obvious matches get reconciled. Ambiguous ones get flagged for your review with context on why.

Automated payment follow-ups

When an invoice goes overdue, OpenClaw checks the contact record in Xero, reviews payment history, and sends a follow-up email. Friendly at 7 days. Firmer at 14. Escalation notice at 30. Each message references the specific invoice number, amount, and due date. You set the tone and timing. OpenClaw handles the rest.

Reports on demand

Need a P&L for Q2? Ask OpenClaw. It pulls the data from Xero's reporting API, formats it, and sends it to you or your client within seconds. Profit and loss, balance sheet, aged receivables, budget vs. actual. No more logging in, filtering dates, and exporting PDFs.

Invoice creation from context

OpenClaw can draft invoices in Xero based on triggers you define. A project wraps up, a retainer period ends, or a time entry crosses a threshold. It pulls the contact details, applies the right line items and tax rates, and creates the invoice as a draft or sends it directly. Your call.

Real-time alerts via webhooks

Xero's webhook system notifies OpenClaw when invoices are created, updated, or paid, and when contacts change. OpenClaw acts on these immediately. A payment comes in? It reconciles and notifies you. A large invoice gets voided? You hear about it right away with details on what happened.

Month-end close assistance

OpenClaw runs through your month-end checklist automatically. It checks for unreconciled transactions, flags draft invoices that haven't been sent, verifies bank balance matches, and identifies any accounts with unusual activity. You get a summary with action items instead of spending two hours clicking through Xero yourself.

What is OpenClaw?

OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.

It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.

What this looks like in practice

Three real scenarios where OpenClaw and Xero work together.

Accounting Firm

Client reporting without the legwork

A client emails asking how their Q3 revenue compared to Q2. OpenClaw reads the email, pulls the profit and loss report from Xero's API for both quarters, compares the numbers, and drafts a reply with the key figures and a brief analysis. You review it, hit send. What used to take 20 minutes now takes 30 seconds of your time. Multiply that across 40 clients.

Small Business Owner

Invoices that chase themselves

You run a consulting firm. Three invoices go overdue on the same week. OpenClaw checks each contact's payment history in Xero. One client always pays late but reliably; they get a gentle nudge. Another has never been late before; OpenClaw flags it for your personal attention. The third is a repeat offender at 45 days; they get the escalation email with the late fee notice attached.

Bookkeeper

Reconciliation that handles itself

Monday morning. 47 bank transactions came through over the weekend across three client accounts. OpenClaw has already matched 38 of them based on invoice numbers, amounts, and historical patterns. The remaining 9 are queued for your review with suggested matches and notes on why they didn't auto-resolve. Your two-hour Monday task is now a 15-minute review.

How setup works

Three steps. We handle the technical work.

1

We connect OpenClaw to your Xero account

We set up the OAuth 2.0 connection and configure webhooks so OpenClaw can listen for invoice changes, payment notifications, and contact updates in real time. This happens on day one. Your Xero data stays in Xero; OpenClaw reads and writes through the official API.

2

We configure the AI for your accounting workflow

Your chart of accounts. Your invoice templates. Your payment terms and follow-up schedule. Your reporting preferences. We train OpenClaw on how your practice works so it reconciles, invoices, and reports the way you would. If you manage multiple Xero organizations, we configure each one.

3

OpenClaw starts operating your Xero

Transactions flow in. OpenClaw reconciles, follows up on overdue invoices, and pulls reports when asked. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's handling the routine work on its own.

Simple pricing

One-time setup. No monthly fees from us. No contracts.

Discovery Call

See if this makes sense for your setup.

Free

  • 15-minute video call
  • Review your Xero setup and goals
  • Honest recommendation on next steps
Book a Call
Most Popular

Remote Setup

Full Xero integration over screen share.

$1,200

  • Full OpenClaw + Xero API integration
  • Webhook configuration for real-time updates
  • AI configured for your chart of accounts
  • 14 days of post-setup support
Get Started

In-Person Setup

We come to your office. NYC area.

$2,400

  • Everything in Remote, plus
  • On-site at your office in NYC
  • Full team training session
  • 30 days of post-setup support
Get Started

Common questions

Does OpenClaw replace Xero?
No. OpenClaw connects to Xero through its API and operates it for you. Your Xero account, chart of accounts, and financial data stay exactly where they are. OpenClaw adds intelligence on top of the system you already use. Think of it as giving your accounting software a brain, not swapping it for something else.
What Xero features can OpenClaw access?
OpenClaw connects to Xero's full Accounting API: invoices, contacts, bank transactions, payments, accounts, journals, purchase orders, credit notes, manual journals, and financial reports (P&L, balance sheet, aged receivables, trial balance). It also supports Xero webhooks for real-time notifications on invoice and contact changes.
How long does the integration setup take?
Most Xero integrations are fully running within 3 to 5 days. The OAuth connection and webhook setup happen on day one. The remaining time goes into configuring the AI for your specific chart of accounts, invoice templates, payment terms, and reporting preferences. Within a week, it's handling routine accounting tasks on its own.
Which Xero plan do I need?
Any Xero plan works. Starter, Standard, and Premium all include API access through connected apps. If you're on a Xero Partner or Xero HQ plan managing multiple organizations, that works too. No additional Xero subscription is needed beyond what you're already paying.
Will OpenClaw mess up my books?
OpenClaw is configured with guardrails specific to your setup. It drafts invoices and reconciliation suggestions for your review before posting. You set the approval rules: fully automated for routine items, human review for anything above a dollar threshold or outside normal patterns. Nothing gets posted to your ledger without meeting the criteria you define.

OpenClaw + Xero works across industries. See setup details for yours:

Ready to stop being your own bookkeeper?

Book a free 15-minute call. We'll look at your Xero setup together and figure out where OpenClaw can take the routine work off your plate.

Book a Free Discovery Call