Available soon. The Xero integration cannot be used yet: what follows describes the intended use, with no date promised, and then what you can already do with Alyas.
Why connect Xero to your agent
Xero is online accounting software. You issue your invoices in it, reconcile bank transactions and share the figures with your accountant.
Accounting has its recurring questions: which document to provide, where a file stands, who will call back. An agent can absorb the first level of these requests; access to an accounting tool, however, is a more sensitive matter, which we will handle with care.
What the agent will do with Xero
Available soon
- One day, the agent will be able to rely on your contact list in Xero to know who it is speaking to, without the person repeating their name and company.
- The envisaged use is limited to welcoming and directing people; it is not about replacing the advice of an accounting professional.
- As accounting data is sensitive, access rights will be described clearly before it opens, and the exact scope will be published at launch.
What already works today
- You feed the knowledge base with PDFs, a website or text: payment terms, the list of documents to provide, the firm's opening days.
- The agent answers the phone on a dedicated number and transfers to a number of your team that you configure.
- It takes no payment: settling an invoice remains something to do by your usual means.
- Appointments with your accountant are booked in a connected Google Calendar or Cal.com, from the chat, WhatsApp or Messenger; the agent does not change an existing appointment.
Get notified when Xero is released
Leave your address and we will write to you once, on the day the integration opens.
Frequently asked questions
Will the agent look at my entries or my invoices?
Nothing of the kind has been announced. The scope has not been settled and, as accounting information is sensitive, it will be explained before anything opens.
Does Alyas take invoice payments?
No. The agent takes neither payments nor orders.
I run an accounting firm: can the agent already help me?
Yes for reception: it answers calls and messages using the information you give it, with no link to Xero for the moment.
Will requests end up in Xero?
Not today: they stay on the Leads page, which can be exported as a CSV.
Related pages
- FeatureKnowledge base
- FeatureAppointment booking
- SolutionCall answering
- IndustryAccountants
- GuideAn AI agent’s knowledge base: what to put in it and how to maintain it
- CatalogueAll integrations