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  1. Claude - ability to connect Claude to multiple organisations

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    12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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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    Glenn Hansen commented  · 

    I concur with Duyen.

    We operate 6 trading entities. We can analyse data at a single entity level no problem. What would bring real value would be the ability to aggregate and analyse data across the Group without a lot of manual data extraction.

    I'm thinking analysing payables, receivables, trends, cash-flow forecasting, and aggregation of expenditure line items (eg: software subs, travel, training).

    Honestly, getting Claude to analyse one org is maybe cute, but really doesn't add a lot of additional functionality. I'm not here for cute.

    Glenn Hansen supported this idea  ·