AI for Xero that knows the rest of your business
Xero holds your books. Liaison connects to it with access you grant and reads the ledger, the invoices and the bills, keeps receivables and payables straight against the bank, and does the bookkeeping work you would otherwise do at night.
Because it reads Xero together with your payments, your CRM and your inbox, an answer about your books comes with the rest of the picture. You keep Xero; nothing is replaced or re-entered.
What Liaison does with Xero
- Chases overdue invoices with one reminder per customer, written in your voice, gentle for good payers and firmer for repeat late ones.
- Reconciles payment-processor payouts against the deposits in the books and flags what does not match.
- Codes and enters bills, checks the cash position before anything is paid, and stages the payment run for you to confirm.
- Builds a 30, 60 and 90-day cash forecast from how each customer actually pays.
Questions it answers across Xero and your other tools
- “Who owes us more than 60 days, and when did we last email each of them?”
- “Can we make payroll on Friday if the two biggest invoices land late?”
- “Which bills are due this week, and is there cash for all of them?”
- “Why does revenue in the books not match what the CRM says we closed?”
What it reads in Xero
16 kinds of Xero data Liaison can read on its own, every time it answers a question or does a job.
- Bank Statements ReportGets bank statements for the specified bank account
- Find InvoiceFinds an invoice by number or reference
- Find or Create ContactFinds a contact by name or email address
- Get Bank SummaryGets the balances and cash movements for each bank account
- Get ContactGets details of a contact
- Get History of ChangesGets the history of changes to a single existing document
- Get InvoiceGets details of an invoice
- Get ItemGets details of an item
- Get Sales Invoice Online URLRetrieves the online sales invoice URL
- Get Tenant Connections
- Get tracking category
- List Contacts
- List Credit Notes
- List Invoices
- List Manual Journals
- List tracking categoriesLists information from tracking categories
What it can do in Xero
22 actions Liaison can take in Xero. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add Items to Existing Sales InvoiceAdds line items to an existing sales invoice
- Create Bank TransactionCreate a new bank transaction
- Create BillCreates a new bill (Accounts Payable)
- Create Credit NoteCreates a new credit note
- Create EmployeeCreates a new employee
- Create History NoteCreates a new note adding it to a document
- Create ItemCreates a new item
- Create or update contactCreates a new contact or updates a contact if a contact already exists
- Create or Update ContactCreates a new contact or updates if the contact exists
- Create PaymentCreates a new payment
- Create Purchase BillCreates a new purchase bill
- Create Sales InvoiceCreates a new sales invoice
- Create tracking categoryCreate a new tracking category
- Delete tracking category
- Delete tracking category option
- Download InvoiceDownloads an invoice as pdf file
- Email an InvoiceTriggers the email of a sales invoice out of Xero
- Make API Call
- Update ContactUpdates a contact given its identifier
- Update tracking category
- Update tracking category option
- Upload FileUploads a file to the specified document
Works alongside Xero
The tools Liaison most often reads together with Xero.
Read together: Shopify and Xero · Stripe and Xero · WooCommerce and Xero · HubSpot and Xero
Liaison in Xero, set up with you, for $629 a month.
- Connects to Xero with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Xero with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Xero?
No. You keep Xero exactly as it is. Liaison connects to it, reads it together with your payments, your CRM and your inbox, and does the work in it the way a person on your team would.
How does Liaison connect to Xero?
With access you grant from your own Xero account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Xero without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.