Xero Accounting is a cloud accounting platform designed to streamline invoicing, bills, payroll setup, and day-to-day financial administration. It helps businesses keep customer and vendor records organized, track sales and purchase activity, and maintain a consistent source of truth across financial workflows. Xero’s API and webhook capabilities support reliable, near-real-time automation for teams that want their finance operations to run with less manual work.
Connect Xero Accounting so BOBs can run end-to-end invoicing and bill operations with fewer handoffs. BOBs can create sales invoices, generate or update purchase bills, and keep customer, vendor, and employee records current—so your accounting stays aligned with what your business is actually doing. When Xero data changes, BOBs can respond immediately: for example, they can update related records, attach supporting documents, and coordinate next steps across your connected tools. This enables broader use cases like “quote-to-invoice” follow-through, automated onboarding and account management for new contacts, and document-ready accounting workflows where invoices and bills are continuously reinforced with the right files. With webhook-triggered responsiveness, BOBs can act the moment an invoice, quote, contact, or webhook event is created or updated—keeping your finance ops faster and more accurate.

What can BOBs do with Xero Accounting?

Perform actions

  • Create Payment
  • Update Contact
  • Create or Update Contact
  • Create Sales Invoice
  • Create Purchase Bill
  • Create Employee
  • Upload File
  • Update tracking category
  • Update tracking category option
  • Make API Call
  • List tracking categories
  • List Manual Journals
  • List Invoices
  • List Credit Notes
  • List Contacts
  • Get tracking category
  • Get Tenant Connections
  • Get Item
  • Get Invoice
  • Get Sales Invoice Online URL
  • Get History of Changes
  • Get Contact
  • Get Bank Summary
  • Bank Statements Report
  • Find Invoice
  • Email an Invoice
  • Download Invoice
  • Delete tracking category
  • Delete tracking category option
  • Create or update contact
  • Create tracking category
  • Create Item
  • Create History Note
  • Create Credit Note
  • Create Bill
  • Create Bank Transaction
  • Add Items to Existing Sales Invoice

Listen to real-time events

  • Webhook Event Received (Instant)
  • New or updated invoice
  • New or Updated Contact
  • New or Updated Quote