Can Memtro change anything in Gmail or Xero?

Only when you ask, and only where an administrator has granted it: Gmail can send an email from the connected mailbox, reply in an existing thread, or save either as a draft, triage mail: archive it, mark it read or unread, star it, and add or remove labels, on a message or a whole conversation, move a message or a whole conversation to the Bin, or restore one from it, create a label in the mailbox; Xero can create a contact, or change one's details, create a draft invoice or a supplier bill, approve, void or amend an invoice, record a payment against an invoice. Every other tool reads, searches or lists.

Do I need both to be useful?

No, but the questions on this page need both. Connect one and it answers what that system knows; connect the second and the agent cross-references them by default, because it anchors records from both into the same memory.

How does Memtro know a record in Gmail is the same customer as one in Xero?

By resolving them to one entity in your organisation's graph — matched on email, domain, name and the identifiers each system exposes. That is what makes a question about a company reach both systems rather than searching twice.

How long does connecting take?

Minutes each. Google sign-in for Gmail, OAuth for Xero, pasted on the Connections page. Each connection is personal or shared, and a shared one is granted to teams tool by tool.

Chase invoices with the thread in front of you

Connect Gmail and Xero to one company memory, and a single question reads both.

Credit control is a ledger question and an inbox question: what is owed, and what the customer last said about paying it. Doing it well means both, so it is usually done badly.

Connect both, free for 7 days Open Connections

Questions that need both

Each of these is unanswerable inside either product on its own. Agent mode reads both, resolves the customer to one entity, and ends with a line per system it consulted.

›Which overdue invoices have had no email chase in two weeks?
›What did this customer last say about paying?
›Who owes us over £5k and what is the last thing they told us?

What each side brings

Gmail

Search and read mail so the last thread with a customer is one question away, and send the reply when you ask.

Hourly sync: new threads become events, and senders and recipients join the graph as people at their companies
Search mail with Gmail query syntax
Read a message or thread as text
Personal connection: only your requests use it

All of Gmail →

Xero

Invoices, bills, contacts and reports, answered in plain English with figures cited to Xero.

Invoices and bills with status, due dates and amounts
Contacts and their balances
Reports: P&L, balance sheet, aged receivables and payables
Bank transactions and the chart of accounts

All of Xero →

Who this is for

Other seams worth closing

Ask one question across both

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