What the Xero Accounting integration does

Xero Accounting is a finance or commerce platform used by finance teams to manage contacts, invoices, bills, payments, and bank transactions. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.

How Beam agents use Xero Accounting

A workflow starts with an event such as an accounting record needs reconciliation or review. The agent checks contacts, invoices, bills, payments, and bank transactions in Xero Accounting, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.

Example workflows

• When an accounting record needs reconciliation or review, a Beam agent reads contacts, invoices, bills, payments, and bank transactions in Xero Accounting, updates the next record, and routes exceptions to the responsible owner.

• When a workflow request arrives, a Beam agent retrieves contacts, invoices, bills, payments, and bank transactions from Xero Accounting, applies the agreed rule, and records the outcome for finance teams.

• After a status, approval, or delivery event changes, a Beam agent checks contacts, invoices, bills, payments, and bank transactions in Xero Accounting, sends the next notification, and leaves an auditable handoff.

Operational value

• Fewer manual handoffs between Xero Accounting and the systems around it.

• A clearer audit trail for contacts, invoices, bills, payments, and bank transactions and exception handling.

• More consistent movement from an accounting record needs reconciliation or review to the next owner or system.

Before you build

Confirm the supported contacts, invoices, bills, payments, and bank transactions, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.