Finance

Let agents run the busywork in your Xero

QX pulls contacts, tracks quotes, updates invoices and keeps your books tidy—so your finance team focuses on the numbers, not the data entry.

@QX Which invoices should I be chasing today?

Three invoices are more than 14 days overdue—Acme Inc ($12,400), Northwind ($3,200) and Globex ($870). Acme's CFO replied last week promising payment Friday. Shall I draft polite reminders for the other two?

Xero

Gmail

Stop reconciling spreadsheets, chasing late invoices, and copy-pasting between your CRM and your books. Hand it to an agent.

Receivables

Cash that collects itself

QX watches your invoices, spots who's slipping, and drafts the right reminder at the right time—so overdue accounts get chased before they hurt your cash flow.

Quote to cash

Quotes that turn into invoices

An agent tracks accepted quotes, raises matching invoices, and keeps customer records aligned with your CRM—no double entry, no missed billings, no awkward client emails.

Reporting

Answers without opening Xero

Ask plain-English questions about revenue, receivables or top customers and get a clear answer in seconds—pulled live from your books and explained, not just dumped.

Xero

Real workflows, built for your team

Build complex workflows in minutes that chain Xero together with the rest of your stack. Trigger them on specific events, on a schedule, or on demand.

Finance: Chase overdue invoices automatically

Every weekday at 8am

Scheduled trigger

Pull open invoices

in Xero

Identify overdue accounts

Agent step

Overdue > 7 days

Draft a polite reminder

in Gmail

Overdue > 30 days

Escalate to finance lead

Alert via Slack

QX agents can list your contacts, pull quotes, update invoices in Xero—and a lot more

LISTList active Xero connections

QUERYGet contacts with filters

QUERYRetrieve sales quotes

UPDATEUpdate an existing invoice

About Xero

Xero is a cloud accounting platform used by millions of small and mid-sized businesses worldwide for invoicing, bank reconciliation, bookkeeping and real-time financial reporting. Its mature API, multi-tenant model and deep ecosystem make it a natural fit for automating finance operations end to end.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See Xero working inside your stack

Want an AI co-worker that keeps your books tidy and your invoices paid? Book a demo call to walk through your use cases, or get started for free.

Book a demo