Neotask uses AI agents to turn your Xero account into a conversational finance tool - reports, reconciliation, and invoices without the clicks.
Run bank reconciliation and flag unmatched transactions by asking
Generate balance sheets and cash flow statements on demand
Manage contacts, invoices, and bills through plain-language commands
What You Can Do
Bank Reconciliation
Ask which transactions are unreconciled, get a count of items awaiting review, or surface specific unmatched entries by date range - without opening the reconciliation screen.
Financial Statements
Request a balance sheet, profit and loss, or trial balance for any period. Neotask pulls live Xero data and summarizes it in readable form.
Invoices & Bills
Create draft invoices, check the status of sent invoices, approve bills, and see what's due for payment this week - all through conversation.
Contact Management
Look up a contact's outstanding balance, see their payment history, or find all invoices associated with a specific organization.
Multi-Currency & Tax
Ask about foreign-currency balances, check GST or VAT liability for the period, and get tax-inclusive vs. tax-exclusive breakdowns without manual filtering.
Try Asking
"How many transactions are waiting to be reconciled?"
"Show me the balance sheet as of today."
"Which customer invoices are overdue by more than 14 days?"
"Create a draft invoice for BluePeak Ltd for $3,200 consulting - due in 30 days."
"What's my GST/VAT liability this quarter?"
"List all bills due for payment in the next 10 days."
"What's the outstanding balance for Meridian Partners?"
"Give me a P&L for the financial year to date."
Pro Tips
Xero's reconciliation is date-sensitive - ask for "unreconciled items before [date]" to clear backlogs systematically.
When creating contacts or invoices, use the full legal name to avoid duplicates in Xero's contact database.
Pair balance sheet queries with a prior-period comparison: "Balance sheet today vs. 90 days ago" shows movement at a glance.
Use Neotask to draft payment reminder emails by pulling the invoice details from Xero and composing the message in the same prompt.
For multi-entity Xero setups, always specify which organization you're querying - Neotask will confirm which account it's acting on.
Multiple workspaces and capacity for larger teams.
Works Well With
Cal.com - Connect Cal.com and Xero with Neotask to automate booking invoicing, sync appointment billing, and eliminate manual data...
Canva - Connect Canva and Xero with Neotask to automate branded invoice creation. Streamline invoice design automation and deliv...
Evernote - Connect Evernote and Xero with Neotask to automate receipt management, sync expense notes to accounting records, and str...
Gmail - Connect Gmail and Xero with Neotask to automate invoice processing, expense tracking, and financial email workflows with...
Google Ads - Sync Google Ads spend to Xero automatically. Automate ad cost bookkeeping, track advertising expenses, and keep your acc...
Google Sheets - Connect Xero and Google Sheets with Neotask AI. Sync invoices, expenses, and financial data automatically. No code requi...
HubSpot - Connect Xero and HubSpot with AI. Sync invoices, contacts, and deals automatically - no manual data entry, no errors, no...
Jira - Connect Xero and Jira with Neotask AI. Track project costs, sync invoices to issues, and bridge accounting and developme...
Mailchimp - Connect Xero and Mailchimp with Neotask. Sync customers to email lists, trigger campaigns from invoices, and automate ac...
Mailgun - Connect Mailgun and Xero to automate invoice delivery, payment reminders, and financial email workflows. Set it up in mi...
Monday.com - Connect Xero and Monday.com with Neotask AI. Track project budgets, sync invoices to boards, and bridge accounting and p...
NetSuite - Connect NetSuite and Xero with Neotask AI. Sync invoices, bills, chart of accounts, and financial data between both plat...
PayPal - Connect Xero and PayPal with Neotask AI. Sync transactions to your books, automate reconciliation, and keep accounting c...
Pipedrive - Connect Pipedrive and Xero with Neotask to automate sales invoicing, sync deals to accounting, and eliminate double-entr...
QuickBooks - Connect Xero and QuickBooks with Neotask AI. Sync invoices, reconcile accounts, and automate financial workflows between...
Salesforce - Connect Xero and Salesforce to sync invoices, contacts, and revenue data automatically. Save hours of manual work with t...
Shopify - Connect Xero and Shopify with Neotask AI. Sync orders to invoices, automate bookkeeping, and reconcile payments without ...
Slack - Connect Xero and Slack to get instant invoice alerts, payment notifications, and financial summaries delivered directly ...
Square - Connect Square and Xero with Neotask AI. Sync POS sales to your accounting, automate reconciliation, and keep your books...
Stripe - Connect Xero and Stripe with Neotask AI. Automate invoices, reconcile payments, and sync financial data between your acc...
WhatsApp - Connect WhatsApp and Xero with Neotask to send instant invoice notifications, overdue payment reminders, and real-time a...
WordPress - Connect Pendo product analytics with Linear issue tracking. Neotask creates issues from user behavior data and prioritiz...
Zoho CRM - Connect Xero and Zoho CRM with Neotask to sync invoices, contacts, deals, and financial data automatically between your ...
More Finance Integrations
Rillet - Rillet holds the live general ledger, and Neotask can query it the way you'd ask a finance analyst.
Commerce Layer - Neotask makes your Commerce Layer store data accessible - 33 analytics actions covering orders, carts, and returns so you always know what's happening in your commerce operation.
Zocks - Zocks is built for financial advisors managing a book of clients: it holds client contacts and meeting history, past and upcoming session…
Plaid - Neotask connects to Plaid so you can query real bank data, categorize transactions, and monitor balances through natural conversation.
Parqet - Parqet tracks your investment portfolios, and connecting it to Neotask means you can ask about your holdings the way you'd ask a person…
Aiwyn Tax (formerly Column Tax) - Aiwyn Tax, formerly known as Column Tax, takes uploaded tax documents such as W-2s and calculates federal and state tax estimates before…