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Invoices, bills, bank transactions, contacts, and reports.
You connect Xero with your Xero sign-in or an API key, and workflows can then read and update what that account can in Xero, through its API.
Use it in a workflow
Tell the architect, the AI that builds your workflows, what you want done in your own words. For example:
Every Friday, pull unpaid bills from Xero and send me a summary to approve.
Access and security
- With a sign-in, you grant access on Xero's own consent screen, and Malleable stores the resulting token, never your password.
- An API key you enter never appears in chat and is hidden from the AI. A key saved as a reusable connection is stored with your Malleable account and only sent to Xero.
- Every run uses the connection the workflow's owner set up, so anyone who can run the workflow acts with that account's access in Xero. Connect an account or key with only the access the workflow needs.
- You can revoke access at any time in Xero's settings.
Malleable is SOC 2 Type II certified and doesn't train AI models on your data. More in Security & data handling and our Trust Center.
Connection details for IT
Workflows reach Xero through its public API, with the sign-in or API key you connect. Your Xero admin may need to turn on API access first.
More in Finance & accounting
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Customers, vendors, orders, invoices, and inventory
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Transactions, cards, reimbursements, and bills
BILL
Bills, invoices, vendors, payments, and approvals
Acumatica
Invoices, bills, orders, inventory, and customers