Work with bank transactions in Xero
Understand recorded bank transactions, imported statement lines and the Reconcile screen.
Read guide →Xero guides
Practical workflows for your AI agent. Choose the guide for the accounting provider you use.
Xero
Reconcile a Xero account with your agent
Compare records with a statement while keeping native statement matching separate.
Read guide →Attach invoices and receipts in Xero
Bring actual files from Dropbox, Google Drive, a conversation or your computer into Xero.
Read guide →Teach your agent your Xero accounting rules
Keep confirmed customer policies and useful working notes available for future tasks.
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