Xero
Shows profit and loss, cash position, invoices and top customers from your Xero account in ChatGPT.
Images: xero.com
What Xero can do in ChatGPT
Read your Xero numbers by asking in chat.
Profit And Loss
Get a P&L summary for any date range you choose.
Cash Position
See how much cash the business holds right now.
Invoice Summary
List outstanding invoices and what is still owed.
Top Customers
Find which customers bring in the most revenue.
Year Over Year
Compare a period with the same one last year.
You stay in control
You approve access, and you can disconnect Xero at any time.
Apps 1
What Xero does in ChatGPT
The Xero plugin connects ChatGPT to your Xero accounting data so you can ask about your numbers in plain words. It pulls summaries such as profit and loss, your current cash position, invoices that are still unpaid and the customers who bring in the most money.
You can pick the date range you care about, like this quarter or the last twelve months, and compare a period with the same one a year earlier. Each answer comes with links that open the matching screen in Xero, so you can check the detail or keep working there.
The connection is read-only, so ChatGPT looks at your books without changing them. The listing says data it fetches is used only to answer your question and is not kept from one session to the next. It describes the figures without giving financial advice.
Who it is for
- Small business owners using Xero
- Bookkeepers checking client figures
- Founders who want quick money summaries
How to add Xero to ChatGPT
- Open the Xero listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Xero account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Xero if ChatGPT does not pick it up.
- To stop, disconnect Xero under apps in your ChatGPT settings.
Questions about Xero
What is the Xero ChatGPT plugin?
The Xero plugin connects ChatGPT to your Xero accounting data so you can ask about your numbers in plain words. It pulls summaries such as profit and loss, your current cash position, invoices that are still unpaid and the customers who bring in the most money. It is listed in ChatGPT's plugin marketplace under Finance.
What can I ask Xero to do in ChatGPT?
For example: "What is my profit and loss for this quarter?", "How much cash do we have right now?", "Give me a summary of unpaid invoices".
Who makes the Xero plugin for ChatGPT?
The ChatGPT listing names Xero Limited as the developer. The version listed on 8 October 2026 was 1.0.1.
How do I add Xero to ChatGPT?
Open the Xero listing in ChatGPT, click Install plugin, sign in to your Xero account and approve the access it asks for. Then ask for what you need in a chat, mentioning Xero if ChatGPT does not pick it up.
Can Xero change things in my account, or only read?
It reads financial summaries, invoices and customer data from your Xero organisation with read-only access. It cannot create or edit anything in Xero.
Who is the Xero plugin for?
Small business owners using Xero, bookkeepers checking client figures and founders who want quick money summaries.
Does the Xero plugin keep my financial data?
The listing says data is used only to answer your questions and is not stored between sessions.
Can I compare different periods?
Yes. You can set flexible date ranges and ask for year-over-year comparisons, with links back to Xero for more detail.
Does Xero see my ChatGPT chats?
When Xero is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Xero. What Xero does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Xero from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Xero. You can reconnect later from the listing.
What are alternatives to Xero in ChatGPT?
Similar plugins in the ChatGPT marketplace include Laabam.One, Billit and Elevate Invoices. Each has its own page in this directory.
Privacy and your data
When Xero is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Xero. What Xero then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.