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62 votes
Hi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
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Pedro Chauca
commented
I agree with Peejay: Accountants, Bookkeepers, and many business owners don't work with only one organisation, so having to connect and disconnect to get an answer from one company makes it easier to add a new custom report and jump between entities in Xero.
Pedro Chauca
supported this idea
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Hi Philippe, I agree with your position on an infrastructure that connects with Xero via API. Also, share the sentiment that it could be a very straightforward process, with Claude helping.
However, what you get from AI is based on how much you know and understand about technology, and it could be very challenging for many practitioners (e.g. Bookkeepers and Accountants) to start a build, go through the process and come up with a repeatable solution. Big 4 and second-tier firms have the advantage of human resource infrastructure; small practices have only themselves and little free time.
We started building dashboards that run on the server and can be accessed and refreshed by any person in the organisation.
Also, building something local, without the ability to share it with other people in the team, may not be as useful, meaning you will need a server (either local or on the Cloud).
To be honest, I am not fond of building into an AI product (Claude, GPT, etc.), but for the vast majority, that is the best option (being left behind as the alternative).