Use Case: Effortless Quoting and Invoicing in Xero

In many industries, professionals spend valuable time managing quotes, invoices, and customer records—tasks that require attention to detail and familiarity with software like Xero. For those who would prefer to delegate these tasks rather than navigate complex software, our AI-powered agent offers the perfect solution. This agent can handle a wide range of quoting and invoicing needs within Xero upon simple instruction, enabling users to offload administrative work without needing to become software experts.

Solution overview

The AI agent is fully integrated with Xero and functions as an "administrative assistant" capable of handling everything from creating quotes and invoices to adding line items and sending documents to clients. Users simply tell the agent what they need—whether that’s creating a new customer record, updating a quote, or drafting an email—and the agent handles the rest. With access to a deep business knowledge base, the agent operates as if it has the expertise of the most experienced staff member, applying correct titles, terms, conditions, and formatting with every task.

Key features and capabilities

  • Xero Integration: Provides full access to manage quotes, invoices, customer records, and line items within Xero.

  • Business Knowledge Base: Draws from expert-level knowledge to automatically populate quotes with correct line items, descriptions, and conditions.

  • Multi-channel Access: Accessible via webchat, SMS, or phone, allowing users to engage with the agent in their preferred format.

  • Task Automation on Demand: Responds to simple instructions, allowing users to delegate tasks without needing technical expertise.

Expected benefits

  • Reduced time and effort spent on quoting and invoicing tasks

  • Improved accuracy and consistency in customer-facing documents

  • Faster client response times, leading to higher client satisfaction

  • Accessible solution for professionals who prefer delegating over navigating software tools

Real-world example

A landscape gardener finishes a client site visit and calls the AI agent on the drive to the next appointment. By dictating the details of the required work, the agent generates a quote in Xero, drafts an email with the attached quote PDF, and prepares it for immediate client delivery - all without the gardener needing to touch a computer.