01
Ask the ledger
Which invoices over 5k are more than 30 days overdue, with the customer and the contact to chase.
Xero + Memtro
Invoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
Invoices and bills, contacts, profit and loss, balance sheet, aged receivables and payables, bank transactions and accounts, all read-only.
What you can do with Xero in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Xero tool, reads what it needs, and answers with the source cited.
02
Reports in plain English
Profit and loss for last quarter against the one before, figures cited to the Xero report.
- 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
Ask it like this
Questions people ask once Xero is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.
- ›Which invoices over £5k are more than 30 days overdue?
- ›Show me September's P&L
- ›Is INV-2202 a duplicate of INV-2201?
Where it fits
Teams that get the most from Xero in Memtro, with the rest of their stack attached.
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through read-only tools. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- 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.
- 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.
Better together
A record in Xero is rarely the whole story. Connect the systems that hold the rest and the agent cross-references them by default, then remembers what it learned so the next question starts further along.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
How to connect
- 01Click Sign in with Xero on Dashboard → Connections (the operator registers a Xero app once)
- 02Choose the organisation to connect
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Xero tools are the same everywhere.
Clients and agents →Questions
- Can Memtro change anything in Xero?
- No. The Xero connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.
- Who can use a Xero connection?
- A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
- Does Memtro store my Xero data?
- Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
- How do I connect Xero?
- OAuth. Click Sign in with Xero on Dashboard → Connections (the operator registers a Xero app once).
Connect Xero in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.