Sanaf AI
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Accounting

Xero, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Xero account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Accounting
  • Signs in to your account
  • 4 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Xero is

Xero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time

You sign in with your own Xero account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Xero.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Xero. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Xero account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

4 tools it already has

What it can do in Xero

These are the ready-made tools your AI employee already has in Xero. It is not limited to them, but it never has to be taught these.

  • Get ConnectionsTool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
  • Get ContactsTool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
  • Get QuotesTool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
  • Update InvoiceTool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
The jobs Sanaf takes in it, and what it does

These are the jobs Sanaf would hold, signed in to your Xero account.

  • AI Finance Assistant

    Sanaf, on this job

    • Raises invoices and follows up on payment
    • Reconciles what has come in against what was owed

  • AI Procurement Coordinator

    Sanaf, on this job

    • Matches supplier invoices to what was actually delivered
    • Flags a price that does not match what was agreed

  • AI Accounts Payable Clerk

    Sanaf, on this job

    • Enters supplier bills and routes them for approval
    • Prepares the payment run for you to release

  • AI Bookkeeper

    Sanaf, on this job

    • Reconciles the bank feed every week
    • Prepares the month-end pack your accountant asks for
Things you could ask, as written

You do not learn a new screen. You type this in Slack or Teams.

  • @Sanaf reconcile this week and tell me what does not match.

  • @Sanaf check the supplier invoices against the deliveries.

  • @Sanaf draft a firmer reminder on the 60-day account.

Access, and who is in charge of it

You stay the boss of your Xero account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Xero account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Xero is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Xero and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Xero

Can an AI employee really work inside Xero?
Yes. It signs in to your own Xero account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Xero?
No. Nothing moves and nothing is replaced. Your records stay in Xero, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Xero account?
You sign in with your own Xero account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Xero?
It has 4 ready-made tools in Xero today, among them Get Connections, Get Contacts and Get Quotes. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Xero and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Xero and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Xero?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Xero is written down with what it did and when.