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  1. Claude - ability to connect Claude to multiple organisations

    83 votes

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    29 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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    Andrew Mungall commented  · 

    Disclosure: I'm Invio's AU distributor, so I have a commercial interest here.

    For anyone stuck disconnecting and reconnecting while this idea gains support: Invio built a connector that holds several Xero organisations in one Claude or ChatGPT session. You connect each organisation by logging in to Xero and approving access. No developer app or client secret.

    It answers one question across the group, which is what Glenn and Charlotte describe below. It can also draft invoices, bills and payments, but nothing reaches Xero until a person approves it.
    It can also put P&L or balance sheet for several organisations side by side with a total

    If Xero's own multi-organisation support arrives as mentioned above, that will be the simplest route for many. This is for groups that need it now, or want every write to wait for a person's approval.

    Invio built one, and anything it drafts waits for your approval before it reaches Xero.

    If you need proper consolidated statements, Joiin, Fathom or Syft are the better fit.

  2. Reporting - Ability to consolidate multiple Xero organisations

    278 votes

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    108 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

    We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

    For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

    We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

    We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…

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    Andrew Mungall commented  · 

    Disclosure first: I work with Invio, so I've got a commercial interest here.

    For groups that want answers rather than a formal consolidated report, one route is an AI assistant connected to several Xero organisations in one session.

    Invio built one, and anything it drafts waits for your approval before it reaches Xero.

    If you need proper consolidated statements, Joiin, Fathom or Syft are the better fit.