Ai assistant chat
An AI assistant to help use Xero within the app - inevitably manage all the book-keeping. If I’m required to do anything out the ordinary like the occasional credit note or refund when bookkeeping I often need ChatGPT or previously I’d ask an accountant. This functionality could improve over time and be connected to a mailbox to start automating all book keeping. For example, I could send XeroMailbox a client contract and AI would read it and create a project and draft invoices -or I could forward an email of a purchase order. AI would read it and ask to create the invoice for that client based on the detail. Any clarity required by the AI it could ask when the document is sent originally. As the use and functionality improves, the Xero AI , could simply ask to monitor a Mailbox - of course providing detail as to what it is doing and clearly explaining to the user will be important - certainly the ability to confirm/ check and revert if required while XeroAI is learning. But as more and more people use it, it will improve. I see no reason that Xero could not automate the majority of the book keeping tasks and that should be Xero’s main goal - developing the automated structure of start - to - end , for any small/ medium business.
Hi there,
Thanks for sharing your idea with us.
Because you’ve touched on two different types of AI here, I’m going to provide a bit of a "two-part" update:
1. The AI Assistant (Existing Functionality) Good news! We actually have an AI assistant called JAX (Just Ask Xero) that does exactly what you’ve described in the first half of your post.
You can ask JAX to help you create invoices, find specific data, or guide you through a credit note. If you don't see the JAX icon in your dashboard yet, keep an eye out as it's rolling out to all users throughout 2025 and 2026.
2. The AI Mailbox & Contract Reading (New Idea) The second part of your idea—having an AI monitor a mailbox to interpret contracts and build out entire projects—is a brilliant next step. Since this is a distinct new feature,I would suggest raising a new idea for this.
You can title the new idea something like: Projects - AI automation to create projects and invoices from email/contracts
I’ll close this specific thread as "Feedback" since JAX already covers the assistant part, but please do raise the new idea as mentioned above.