Xero

Finance

Neotask uses OpenClaw to turn your Xero account into a conversational finance tool — reports, reconciliation, and invoices without the clicks.

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 via OpenClaw 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 — OpenClaw will confirm which account it's acting on.

    • Works Well With