Xero has launched its live integration with Anthropic‘s Claude, bringing real-time financial data from Xero directly into Claude.ai and enabling small businesses to query their accounts, track cash flow, and surface financial insights without leaving their AI workspace.

The integration, built on a multi-year partnership announced in March 2026, marks a significant acceleration in delivery. Xero customers with an active subscription can now connect their financial data to Claude conversations to address immediate business challenges — with insights linking back to Xero for follow-up actions such as pulling detailed reports, reviewing contact records, or inspecting invoices.

Live Data, Not Static Exports

Unlike integrations that push a snapshot export into an AI tool, Xero’s connector provides live data, allowing users to access up-to-date figures on revenue and profit, overdue invoices and receivables, and overall cash position during active Claude sessions. The system is built on the same agentic reasoning foundations that underpin JAX, Xero’s existing AI financial analysis capability.

On data privacy, Xero confirms that financial data shared between the platforms is used solely for the user’s specific session. Proprietary business data is never used to train Claude’s AI models.

Closing the Gap Between AI Tools and Financial Reality

“Delivering this financial context within Claude bridges the gap between the everyday AI tools customers use and Xero’s rich financial data. When customers engage in wide-ranging conversations with Claude about their business strategy or day-to-day operations, they can now use Claude to instantly pull up their cash position, check overdue invoices, or see how profit is tracking, all without breaking their flow of work.”
— Diya Jolly, Chief Product & Technology Officer, Xero

The integration is particularly relevant for Asia’s SME market, where Xero has a growing subscriber base across Singapore, Australia, and New Zealand. With over 4.5 million subscribers in more than 180 countries, Xero’s push to embed financial intelligence into AI workflows reflects broader industry movement towards agentic, real-time data access rather than periodic reporting.

Details on how to connect Xero within Claude are available at xero.com/campaign/claude-connector.