SAN MATEO, Calif.–(BUSINESS WIRE)–Xero (ASX: XRO), the global small business platform, today announced the release of XeroForce, a natural language custom AI agent builder for financial workflows for small businesses and accountants. Using simple prompts, customers can create custom agents on top of Xero and third-party apps, turning time-consuming manual tasks into durable, scalable AI workflows by using Xero as an orchestration hub and core financial operating system. And with built-in domain-specific accounting and finance logic, XeroForce is designed to support reliable, AI-native, small and medium-sized business finance and compliance workflows. Today’s release is an alpha version, available by invitation only, and we plan to make XeroForce generally available later this year.
“XeroForce is uniquely built for end-to-end financial operations, combining Xero’s decades of domain context, validated data, and AI innovation to help small businesses and accountants deploy agents that can automate financial workflows and provide compliance-critical visibility without the need for coding expertise,” said Diya Jolly, chief product and technology officer at Xero. “We’re excited to see what our customers create with XeroForce and help them maximize the benefits of their agent workflows, allowing them to focus more on the strategic work that only they can do.”
Custom AI agents designed through XeroForce can be built in natural language and used across Xero and a variety of third-party tools that small businesses and accountants already use, connecting apps, actions, rules, and schedules to automated processes shaped for your company, a specific client, or a specific industry. These agents also support always-on processes and workflows as companies wait for events and actions, such as email replies or submission dates, and complete tasks in the background over days or weeks. Other main features include:
- Exclusive design: XeroForce is designed from the ground up with logic specific to small business financial workflows, from month-end closes and ongoing reporting to organizing tax documents, validating POs, approving payroll, and more.
- Audit trail: Unlike general purpose AI platforms, all actions are logged and traceable. This is important for compliance and client trust.
- Bulk actions across clients: Many accountants and bookkeepers manage hundreds of clients, and XeroForce enables workflows that operate at the scale of an entire business, rather than one conversation at a time.
- No technical expertise required: XeroForce is designed to help accountants and small businesses deploy agents without writing code or creating complex prompts.
“What excites us about XeroForce is its potential. Being able to automate workflows across Xero and the apps we use every day to fit the way we do business is a game changer,” said Ben Kurtz, Senior Accountant at Nortons Business Advisors. “You can see how this frees up the time you currently spend on manual processes and allows you to focus on what matters most: advising your clients.”
XeroForce is powered by Xero OS, an AI-native financial operating system for agent-era small businesses and accountants. Xero OS also powers JAX, Xero’s financial super-agent that delivers actionable insights and autonomous, human-driven workflows. All of Xero’s AI is built on our commitment to responsible intelligence.
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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.
