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Tie storefront revenue to the books
Connect Shopify and Xero to one company memory, and a single question reads both.
Orders, refunds and payouts in the store have to end up as entries in the ledger. Most months they roughly do, and the exceptions are found by someone comparing two exports.
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.
- ›Does last month's Shopify revenue match what is in Xero?
- ›Which refunds have not been reflected in the ledger?
- ›What did we pay in transaction fees against revenue this quarter?
What each side brings
Shopify
Orders, customers and products from your store, in plain language.
- Find orders by customer, order number, payment or fulfilment status
- See what was in an order, how it shipped and what was refunded
- Look up a customer's lifetime spend and recent orders
- Browse products, variants, SKUs and stock levels
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
Who this is for
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
Other seams worth closing
Ask one question across both
Seven days free. One price per organisation, nothing metered, and model usage stays on your own provider keys.