Xero integrates with Claude to power AI-powered financial intelligence

Partnership enables millions of small businesses and their advisors around the world to leverage Xero no matter where they work

Global SME platform Xero (ASX: XRO) today announced a live integration with Anthropic, which operates Claude. Building on the multi-year partnership announced in late March, the integration’s speed to market marks an important milestone for Xero customers. This partnership brings Claude directly to Xero and brings Xero’s financial data and tools to Claude.ai, changing the way small and medium-sized businesses around the world access and act on real-time financial intelligence.

Built on 20 years of innovation and trusted by over 4.5 million subscribers in over 180 countries, Xero is redefining the future of small business finance. Tailored to the Conversation with Claude experience, this integration leverages the same fundamental functionality that Xero’s super agent JAX uses to perform financial analysis. Xero’s intentional approach to designing the agent’s reasoning infrastructure to be reusable from day one accelerated the delivery of this new experience to customers. For the first time, Xero customers will be able to leverage Xero and work with their financial data directly within the leading AI platform.

“AI is rapidly becoming an integral part of our customers’ workspaces, and for that workspace to be effective, it needs trusted financial intelligence from Xero as its foundation,” said Diya Jolly, Chief Product and Technology Officer at Xero. “Providing this financial context within Claude allows us to bridge the gap between the AI tools that our customers use every day and the rich financial data in Xero.When customers have broader conversations with Claude about their business strategy and day-to-day operations, they can connect to Claude without interrupting their work flow. You can use it to instantly check your cash position, see overdue invoices, see how your profits are tracking, and more. This means you can use Xero wherever you are, and it’s part of our commitment to ensuring our customers have the power they need at every point in their decision-making process.”

Now, users with an active Xero subscription can bring financial data directly into their Claude conversations to solve immediate business challenges and gain financial clarity without switching tools. Insights generated in Claude are linked to Xero, where customers can take actions such as viewing full reports, contact records, and invoice details. By providing live data from Xero rather than static exports, users can uncover strategic financial insights and reporting in areas such as:

Sales and profit : Reveals total revenue, whether profits are increasing or decreasing, and how performance compares over time.
Contact information and receivables : Discover outstanding payments, past due invoices, and which customers contribute the most to your revenue
Financial situation and cash position : Get a snapshot of the health of your business by viewing the status of your assets, liabilities, and cash flow.

In line with Xero’s commitment to responsible data use, data responsibility is a cornerstone of our partnership. Financial data shared between platforms is used only for a user’s specific session. No proprietary business data is used to train Claude’s AI models.

This live integration supports Xero’s commitment to further extend the power of Xero OS by providing customers with a trusted agent-era financial system and delivering AI experiences based on Accountable Intelligence. To learn more about how to leverage Xero within Claude, visit xero.com/campaign/claude-connector.

About zero

Xero is a global small business platform that helps customers power their businesses by integrating the most important small business tools such as accounting, payroll, and payments into one platform. Xero’s powerful platform helps customers automate routine tasks, gain timely insights, and connect their data, apps, accountants and bookkeeping, allowing them to focus on what really matters. Trusted by millions of small businesses, accountants and bookkeepers around the world, Xero makes life better for small businesses, their advisors and communities around the world. For more information, visit xero.com.