Ask the assistant about Xero
Ask the AI assistant for Xero reports, invoices and trial balance comparisons, or ask it to create invoices, journals and payments for your confirmation.
The problem it solves
Clicking through Xero for routine questions and entries takes time.
How it works
- Ask the assistant a Xero question or request.
- It reads or prepares the change.
- Confirm before anything is written to Xero.
What your practice gets
- Xero answers in plain English.
- Entries prepared for you.
- Confirmation before writes.
Questions accountants ask
Can it write to Xero?
Yes, after your confirmation.
What can it read?
Profit and loss, balance sheet, invoices and more.
Can it compare trial balances?
Yes.
Related features
Features that work alongside ask the assistant about xero.
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
Reliable Xero connection
The Xero connection handles sign-in renewal and Xero's usage limits so syncs and pushes complete reliably.
Sync data from Xero
Bring the chart, contacts, invoices, bank transactions and journals from Xero into MYLEDGER, one area at a time or all at once, with status and history.
Xero account mapping
Map the MYLEDGER chart to Xero accounts manually, automatically or with AI, and create missing accounts in Xero.
Push journals and transactions to Xero
Validate, then push manual journals or bank transactions to Xero, with batches, history, status refresh and the ability to revoke.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.