Automate Xero Workflows with Miniloop
Simplify your accounting with automated invoicing and bank reconciliation. Streamline your bookkeeping processes using Xero and Miniloop.
What you can automate
Connect Xero to your stack and let AI handle the rest
Automate Xero notifications and alerts
Receive instant notifications for invoices due, payments received, or important financial updates. Stay informed without manual checks.
Sync Xero data with other tools
Automatically sync your Xero financial data with CRMs, project management tools, or reporting software. Keep your data consistent across platforms.
Generate financial reports using AI
Leverage AI to analyze your Xero data and generate insightful reports. Get financial insights and trends delivered to your inbox regularly.
Trigger workflows from Xero events
Start automations whenever a new invoice is created or a payment is made. Automate follow-ups or record updates seamlessly.
Example workflows
Real automations you can build with Xero
Automate invoice notifications to Slack
When a new invoice is created in Xero, automatically send a formatted message to your finance team on Slack with invoice details.
Best for: Finance teams and accountants
Sync Xero payments to Google Sheets
Automatically log all payments received in Xero to a Google Sheets spreadsheet for easy tracking and reporting.
Best for: Accountants and bookkeepers
How to Automate Xero Workflows
Start with a description, let AI build the workflow, and watch it run automatically. No code needed.
Describe your workflow
Tell Miniloop what you want to automate with Xero. For instance, 'When a new invoice is created in Xero, notify the finance team in Slack.'
AI builds the workflow
Miniloop converts your description into a structured workflow, ensuring it runs smoothly with defined steps.
Run automatically
Your workflow executes on a schedule, triggers from events, or runs on-demand. Every execution is consistent and reliable.
Often used with
Popular integrations alongside Xero
Frequently Asked Questions
Ready to automate Xero?
Build your first workflow in minutes. No code required.