Overview
xpnAI connects Claude, and other compatible AI assistants to multiple Xero organisations, giving finance teams the data and accounting tools to accelerate month-end. Analyse general ledger, accounts payable and accounts receivable data across entities. Investigate financial movements, compare balances, identify exceptions and drill from summaries into individual transactions. Query tools support custom totals, trends and exports for further analysis. Prepare accruals and reversing journals, spread prepaid expenses or deferred revenue across periods, and create intercompany invoice and bill pairs. Review complete proposals before saving drafts to Xero, with supporting evidence and creation receipts. With explicit write permission, align charts of accounts and tracking categories across organisations. Journals, invoices and bills are created as drafts for review in Xero; account and tracking changes update records directly. Reusable skills capture your team’s accounting policies, checks and procedures so assistants can repeat established workflows. Compatible agents or automation tools can run those workflows on a schedule. Each connection is scoped to an authorised Workspace and respects its access controls. You choose the assistant, control its permissions and can revoke access.
Tools
approve_invoice_plan
Claudeapprove_journal_plan
Claudeattach_journal_evidence
Claudecancel_invoice_plan
Claudecancel_journal_plan
Claudecreate_draft_journal
Claudecreate_transaction_export
Claudediscover_dimension_members
Claudediscover_dimensions
Claudediscover_queries
Claudediscover_query_schema
Claudediscover_skills
Claudeget_accounting_roles
Claudeget_accounting_source
Claudeget_chart_of_accounts
Claudeget_context
Claudeget_invoice_context
Claudeget_invoice_exchange_rate
Claudeget_invoice_plan
Claudeget_journal_evidence
Claudeget_journal_plan
Claudeget_skill
Claudeget_transaction_export
Claudelist_invoice_plans
Claudelist_journal_plans
Claudemanage_chart_of_accounts
Claudeprepare_invoice_plan
Claudeprepare_journal_plan
Claudequery_aggregates
Claudequery_transactions
Claudereconcile_plan_invoice
Claudereconcile_plan_journal
Clauderecord_feedback
Claudesave_invoice_plan
Claudesave_journal_plan
Claudesave_skill
ClaudeLinks
App Stats
37
Tools
Claude
Platforms
Category
Track FinancesWorks with
Similar Apps
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