The Autohive Xero integration connects your Xero accounting system with Autohive’s automation platform, enabling:

  • Financial reporting - Access balance sheets, profit & loss statements, and trial balance reports with flexible date ranges
  • Contact management - Search and manage contacts including customers, suppliers, and vendors
  • Aged reporting - Generate aged payables and receivables reports for specific contacts and time periods
  • Multi-tenancy support - Work with multiple Xero organizations and tenant connections
  • Account management - Access chart of accounts for financial categorization and reporting
  • Transaction analysis - Retrieve payments and bank transactions for comprehensive financial analysis
  • Automated reporting - Schedule regular financial reports and analysis through workflow automation

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Xero Integration card and click Connect

    List of integrations in Autohive

  3. Authorize with Xero - you’ll be redirected to Xero’s authorization page

  4. Select your Xero organization and approve the connection

  5. Review and approve permissions. Autohive requests access to:

    Ensure you approve the permissions required in order for the integration to function as expected.

  6. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Xero capability. You can choose what individual Xero capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Xero!

Available capabilities

Organization Management

  • Get Available Connections: Retrieve all Xero tenant connections with company names and IDs
  • Multi-Tenant Support: Work with multiple Xero organizations from a single integration
  • Connection Management: Manage and switch between different Xero tenant connections

Financial Reporting

  • Get Balance Sheet: Access balance sheet reports with optional period comparisons for trend analysis
  • Get Profit and Loss: Retrieve P&L statements with flexible date ranges and timeframe configurations
  • Get Trial Balance: Access trial balance reports with optional payment filtering capabilities
  • Automated Report Generation: Schedule regular financial reports through Autohive workflows

Contact Management

  • Find Contact by Name: Search for customers, suppliers, and vendors using name-based queries
  • Contact Discovery: Locate specific contacts for targeted financial analysis and reporting
  • Relationship Management: Access contact details for comprehensive customer and supplier management

Aged Reporting

  • Get Aged Payables: Generate aged payables reports for specific contacts to manage supplier payments
  • Get Aged Receivables: Access aged receivables reports for customer payment tracking and follow-up
  • Cash Flow Analysis: Monitor outstanding payments and receivables for better cash flow management

Chart of Accounts

  • Get Accounts: Retrieve chart of accounts for financial categorization and line item classification
  • Account Filtering: Filter accounts by status (active/inactive) and sort by various criteria
  • Financial Structure: Access account hierarchies for comprehensive financial organization

Transaction Analysis

  • Get Payments: Access payment records including customer receipts, supplier payments, and refunds
  • Get Bank Transactions: Retrieve bank transactions not tied to invoices for complete financial visibility
  • Transaction Filtering: Filter transactions by date ranges, amounts, and transaction types

Key features

Comprehensive Financial Data Access

  • Full read access to Xero’s financial reports and transaction data
  • Real-time data synchronization for up-to-date financial information
  • Flexible date range queries for historical analysis and forecasting
  • Multi-period comparison capabilities for trend analysis

Multi-Tenant Architecture

  • Support for multiple Xero organizations and tenant connections
  • Easy switching between different business entities
  • Centralized management of multiple accounting systems
  • Scalable architecture for enterprise and multi-business use cases
  • Powerful search capabilities for contacts, accounts, and transactions
  • Date-based filtering for targeted financial analysis
  • Status-based filtering (active/inactive accounts, paid/unpaid invoices)
  • Custom query support for specific business requirements

Rate Limit Management

  • Automatic handling of Xero API rate limits with intelligent retry logic
  • Configurable delays and retry attempts for optimal performance
  • Rate limit monitoring and alerting for usage optimization
  • Efficient API usage to maximize data access within limits

Common use cases

Financial Reporting Automation

  • Generate monthly balance sheet and P&L reports automatically
  • Create scheduled financial summaries for management and stakeholders
  • Automate period-end reporting and financial close processes
  • Track key financial metrics and KPIs through automated workflows

Cash Flow Management

  • Monitor aged payables and receivables for better cash flow planning
  • Automate overdue payment alerts and follow-up processes
  • Generate cash flow forecasts based on outstanding payments
  • Track payment patterns and customer payment behavior

Contact and Customer Management

  • Search and analyze customer payment histories and outstanding balances
  • Automate customer communication based on account status
  • Generate customer-specific financial reports and statements
  • Manage supplier relationships and payment schedules

Business Intelligence and Analytics

  • Extract financial data for external business intelligence tools
  • Create custom financial analysis and reporting workflows
  • Monitor business performance through automated metric tracking
  • Generate insights from transaction patterns and financial trends

Financial report types

Balance Sheet Reports

  • Standard balance sheet with asset, liability, and equity sections
  • Comparative balance sheets for period-over-period analysis
  • Customizable date ranges and reporting periods
  • Multi-period comparison for trend identification

Profit and Loss Reports

  • Standard P&L with revenue, expense, and net profit calculations
  • Flexible timeframe options (monthly, quarterly, yearly)
  • Period comparisons for performance tracking
  • Custom date range support for specific analysis needs

Trial Balance Reports

  • Complete trial balance with all account balances
  • Optional payment-only filtering for cash-based reporting
  • Account-level detail for comprehensive financial verification
  • Period-specific reporting for accurate financial statements

Aged Reports

  • Aged payables by supplier for payment planning
  • Aged receivables by customer for collection management
  • Customizable aging periods and date ranges
  • Contact-specific aging analysis for targeted follow-up

API integration details

Authentication and Security

  • OAuth 2.0 integration with Xero’s official API
  • Secure token management with automatic refresh capabilities
  • Encrypted data transmission and storage
  • Compliance with Xero’s security and privacy requirements

Data Accuracy and Reliability

  • Real-time data access for current financial information
  • Consistent data formatting and structure
  • Error handling and data validation
  • Reliable connection management and retry logic

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Xero Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Xero API access.

Uninstall the app

From Xero: Go to your Xero settings > Connected apps > Find Autohive and disconnect the application