Brainstack + Xero
Know who owes you in Xero before you ask.
Connect Xero and your agent reads every open invoice each morning, sees what came in overnight and drafts friendly reminders for what is late. Big amounts wait for you, so cash comes in without awkward calls.
- Your own Xero organisation
- Over $3,000 waits for your yes
- Checks every weekday at 8:00
This morning in Xero
- 08:00Read 38 open invoices and their due dates
- 08:01Saw 6 invoices marked as paid overnight
- 08:02Found 3 overdue: 3, 10 and 21 days late
- 08:03Checked each client file: who pays, who to copy, tone
- 08:04Drafted two reminders from your address
- 08:05Held one for you: over your $3,000 limit
38 invoices read · 3 overdue · 0 emails sent without you
Overdue in Xero today
| Client | Invoice | Days late | Amount | Next step |
|---|---|---|---|---|
| Northwind | INV-0412 | 21 | $2,400 | Third reminder |
| Bluebird Co | INV-0398 | 10 | $1,150 | Second reminder |
| Halcyon Foods | INV-0420 | 3 | $3,600 | Needs your yes |
INV-0420 is $3,600, over your $3,000 limit, so it waits for you. The draft is friendly and links the invoice.
Sent from your inbox. Next check tomorrow.Held. The agent notes why.What your agents do with Xero.
Xero stays your source of truth. Agents read it and act around it, with your yes on what matters.
- Reads
Reads open invoices
Amounts, due dates and status, every morning before you start.
- Reads
Reads your contacts
Who pays for each client and which address the invoice goes to.
- Reads
Reads your reports
Profit and loss and aged receivables, ready for the monthly summary.
- Does it
Drafts the reminders
Polite at day 3, firmer at day 10, always in your voice.
- Asks you first
Sends what you approve
From your own mailbox. Anything over your limit waits for you.
- Does it
Writes the cash summary
What came in, what is late and what is due next week, in one page.
The agents that keep cash moving.
Chases what is late on day 3, 10 and 21, politely.
See this agentTurns Xero reports into a monthly summary anyone can read.
See this agentSpots payment questions in your inbox and answers them from Xero.
See this agentChecks a new client's billing details are in Xero before the first invoice.
See this agentConnected in three steps.
- 1
Sign in with Xero
Pick the organisation. Xero asks you to confirm; we never see your password.
Connect Xero - 2
Set your limits
Reminder days, tone and the amount above which you approve.
- Read invoices and contacts
- Read reports
- Draft reminders
- Void or refund invoices
- 3
Give it a schedule
A morning check catches payments from the night before.
Every weekday at 8:00
Your books, your rules.
What it can do in Xero
- Read invoices, contacts and reports
- Draft reminders in your tone
- Send reminders you approved, from your address
- Write a weekly cash summary
Never without your yes
- Email a client about an amount over your limit
- Void, delete or refund an invoice
- Change your ledger or bank details
- Share your numbers outside your company
Your Xero access is kept in your own vault, on your own server in the US or Europe. Disconnect it in Brainstack or in Xero's connected apps and access ends at once.
Xero questions, answered.
Will the agent email my clients on its own?
Customer emails wait for your approval by default. You can let small, early reminders go out on their own later and keep big amounts for you.
Does it change anything in Xero?
No. It reads invoices, contacts and reports. Your accountant keeps working in Xero exactly as today.
Can I change the reminder schedule?
Yes. Day 3, 10 and 21 is the default; set your own days, tone and who gets copied for each client.
I invoice from Stripe or Holded. Does it still work?
Yes. The billing agent works with Xero, Stripe or Holded; connect the one you invoice from.
What does the Xero integration cost?
It is included in every plan: Starter $99, Growth $499 and Scale $999 a month.