Slack Xero Integration: Kipwise Agent
This Slack Xero integration lets you ask in Slack and act in Xero. Check who owes you and what you owe, create sales invoices and bills, manage customers and suppliers, record payments, read bank transactions, and pull P&L, balance sheet and aged reports, as you, under your own Xero login.
What the Slack Xero integration does
Kipwise Agent is a Slack app that adds a Xero layer in your threads. Ask in plain words and it works in the organisation you connected:
- Sales invoices and bills: create drafts, edit, approve, or void when you confirm.
- Who owes us and what we owe: open invoices, aged receivables and payables.
- Customers and suppliers: find, create, update and archive contacts.
- Record payments against invoices and bills.
- Bank transactions (read-only) and the chart of accounts.
- Reports: profit and loss, balance sheet, aged receivables, aged payables, and bank summary.
- Plain-words automations, for example: “whenever a new invoice is created in Xero, tell me here”.
How to connect
Each teammate connects their own Xero login. Nothing is shared between people.
- Mention @Kipwise in Slack with a Xero request (in a channel or DM).
- Click the private Connect button the agent shows only to you.
- On Xero’s consent screen, pick the organisation and approve access.
- Done. Ask again and the agent uses that connection.
What we access
In plain words, Kipwise Agent asks Xero for:
- Contacts (customers and suppliers)
- Invoices and bills
- Payments
- Bank transactions (read-only)
- Organisation settings (read-only, including the chart of accounts)
- Five reports: profit and loss, balance sheet, aged receivables, aged payables, bank summary
No email sending. Nothing is stored beyond the connection token, which is encrypted.
Security
- Per-person OAuth: every action runs as the teammate who connected.
- Tokens encrypted at rest.
- Invoices created as drafts unless you say to approve.
- Void, delete and archive only on explicit confirmation.
- Webhook deliveries verified with Xero’s signature.
Support
Questions or problems: [email protected] or the Kipwise help center.
Legal
See our terms of service and privacy policy.