Xero

Connect your Xero account so Omni can track invoices, monitor payments, and provide financial insights.

Overview

The Xero integration gives Omni access to your accounting data. Once connected, you can ask Omni about outstanding invoices, check whether a specific invoice has been paid, and get a summary of your financial position — all through conversation.

Prerequisites

  • A Xero account with at least one organisation

How to Connect

  1. Go to Settings > Integrations in your Omniops dashboard
  2. Select Xero
  3. Click Connect Xero
  4. Sign in with your Xero account
  5. Choose the organisation you want to connect
  6. Grant permissions for invoices, contacts, and accounting data

Tokens refresh automatically, so you won't need to reconnect every 30 minutes like some Xero integrations require.

What Omni Can Do

Outstanding Invoices

View all unpaid invoices with amounts, contacts, and due dates. Useful for a quick morning check on what's owed.

Invoice Details

Look up any specific invoice by number or ID, with full line items and payment history.

Payment Status

Check whether a specific invoice has been paid or is still outstanding — handy when a customer says they've paid but you're not sure.

What You Can Ask Omni

  • "Show me my outstanding invoices"
  • "Has invoice INV-0042 been paid?"
  • "What's the total amount outstanding?"
  • "Show me the details on the invoice for ABC Ltd"
  • "Which invoices are overdue?"

Troubleshooting

Connection expired or revoked

If you see a "Xero disconnected" message, your connection has expired or been revoked in Xero. Go to Settings > Integrations > Xero and click Reconnect.

Wrong organisation connected

Disconnect from the integration page, then reconnect and select the correct Xero organisation.