Your Xero books, from the ticket.
Neo finds and reports on invoices, bills, payments and balances, and updates records as you allow.
What Neo does with Xero.
Invoice search
Neo finds invoices and bills by number, contact, status or date.
Balances and reports
Neo reads what a client owes and aged receivables and payables.
Records
Neo creates and updates invoices, contacts and payments as you allow.
Concrete work Neo handles in Xero.
Invoice report
Neo lists unpaid and overdue invoices with totals, on a schedule.
Invoice question
A client asks about an invoice: Neo finds it and replies with its status.
Billing reconciliation
Neo compares Xero invoices and bills with the PSA's billing.
Set it up with Neo.
Connect Xero
Enter the credentials the Xero card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Xero card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Xero access the job needs, and builds the agent with you.
Questions about the Xero integration.
What does Neo need to connect to Xero?+
The credentials the Xero card on Neo's Integrations page asks for, from your Xero account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Xero, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.