AnswR + Xero
AI phone answering with direct access to your Xero accounting data. Answer invoice queries, check payment status, sync customer contacts, and handle billing calls — without your team lifting a finger.
How the Xero Integration Works
AnswR connects to Xero via OAuth in under two minutes. Once linked, the AI receptionist looks up outstanding invoices when a customer asks “what do I owe?”, drafts invoices from completed jobs, and captures payment commitments on the call. Recurring billing stays inside Xero — AnswR does not process payments.
Connect Your Xero Account
Authorise AnswR to access your Xero organisation through secure OAuth. Your login credentials are never shared — Xero handles the authentication directly.
AI Reads Your Financial Data
When a caller asks about an invoice or payment, AnswR queries Xero in real time. It can look up outstanding balances, payment due dates, and invoice history for any contact.
Contacts and Activity Sync Back
New callers are added as Xero contacts. Call activity and notes are logged so your accounting team has full context without chasing information.
What Syncs Between AnswR and Xero
Financial data access meets intelligent phone answering.
Invoices
Look up invoice status, amounts, due dates, and payment history for any contact
Contacts
Match callers to existing Xero contacts or create new entries automatically
Payments
Check whether payments have been received and relay the information to callers
Account Balances
Provide outstanding balance information when customers call to check
Credit Notes
Look up credit notes and refund status for customer service calls
Call Logging
Attach call summaries to the relevant Xero contact for audit trail
Real Scenarios for Xero Users
Invoice Query at 7 PM
A customer calls after hours to ask about an outstanding invoice. AnswR looks up their account in Xero, confirms the amount and due date, and offers to email them a copy. No one from your team needs to be involved.
Accounting Firm Reception
Your accounting practice gets dozens of calls a day from clients checking on their BAS, invoices, and payments. AnswR handles the routine queries by looking up Xero data, freeing your accountants to focus on advisory work.
Trade Business Billing
A builder's client rings to ask if their progress payment went through. AnswR checks Xero, confirms the payment was received two days ago, and the caller is satisfied — without your office manager dropping what they are doing.
Xero AI Receptionist — Stop Wasting Time on Billing Calls
Xero is the accounting platform of choice for hundreds of thousands of small and mid-size businesses. But when clients call to check on invoices, payments, and account balances, someone has to stop what they are doing and look it up. AnswR eliminates that interruption.
The Xero AI phone answering integration gives your AI receptionist read access to your financial data. When a caller asks "Has my invoice been paid?" or "What is my outstanding balance?", AnswR pulls the answer directly from Xero and responds in natural conversation. No hold music, no callbacks, no wasted admin time.
Whether you are an accounting firm, a trade business, or a professional services company, the Xero integration saves hours of phone time every week. New contacts sync automatically, and every call is logged against the right Xero record for a clean audit trail.
FAQ
AnswR + Xero — common questions
How does AnswR connect to Xero?
What Xero actions can the AI perform?
Can AnswR see customer payment history?
Will my customers know they are speaking to an AI?
How much does an AI receptionist for small business cost?
How long does AnswR take to set up?
Let AI Handle the Billing Calls
Free 7-day trial. No charge during trial — card details held by Stripe (PCI-compliant), never by us. Works with your existing Xero account.