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.
Xero in Slack: invoices, payments, who owes you
Raise the invoice from the thread
Say who to invoice and for what. The card spells out the customer, the amount and the due date, and the invoice is created in Xero once you approve.
@Kipwise invoice Acme £4,200 for October
Ready when you are.
Create an invoice for Acme Corp, £4,200, due 15 Nov, in Xero?
Create an invoice for Acme Corp, £4,200, due 15 Nov, in Xero?
✓ Approved by Hollie BrandtCreated.
- Amount
- £4,200.00
- Due
- 15 Nov
- Status
- Draft
Sample data
Who owes you, today
Reading never asks for approval. Ask who is overdue and the answer comes back with the amounts and the date they are as of.
@Kipwise who is overdue?
Three customers are overdue:
- Northwind: £3,180, 12 days
- Brightside: £1,450, 5 days
- Fenwick: £960, 2 days
Sample data
Payments, recorded and announced
Ask to record a payment and approve it. Ask the agent to post in a channel when an invoice or bill is updated and the whole team sees it.
@Kipwise record the Northwind payment of £3,180
Ready when you are.
Record a payment of £3,180 from Northwind against their open invoice in Xero?
✓ Approved by Declan MossRecorded.
@Kipwise and post here when an invoice or bill is updated
Ready when you are.
Post in #finance whenever an invoice or bill is approved, paid or edited in Xero?
✓ Approved by Declan MossDone.An invoice or bill is updated
Sample data
Post in Slack when a Xero contact or invoice changes
An automation runs whenever the event happens, and posts in the channel where you set it up.
A post when a contact or an invoice is added or changes
Say it once, in the channel where the post should go, and approve the card. After that the agent posts there each time one of these happens in Xero. It opens the invoice or contact first, so the post names it and links to it.
- A new contact is added
- A contact is updated
- A new invoice or bill is created
- An invoice or bill is updated: approved, paid, voided or edited
@Kipwise post here whenever a new invoice or bill is created
Ready when you are.
Post in #finance whenever a new invoice or bill is created in Xero?
Post in #finance whenever a new invoice or bill is created in Xero?
✓ Approved by Hollie BrandtDone. I will post here each time a new invoice or bill is created.When a new invoice or bill is created
New invoice: INV-0412 for Northwind, £3,180, due 15 Nov. I read it in Xero first.
Sample data
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: support@kipwise.com or the Kipwise help center.
Legal
See our terms of service and privacy policy.