Xero partners Anthropic to add financial data and tools to Claude AI

Xero, which provides accounting software for small businesses, has signed a multi‑year agreement to link its platform with Anthropic’s Claude AI.

The partnership will add Claude’s AI capabilities into the Xero platform, while enabling access to Xero’s financial data and functions from Claude.ai.

Xero said the partnership is designed to give small companies and their accounting and bookkeeping advisors instant access to key financial data and the ability to act on it from either platform.

Xero chief product and technology officer Diya Jolly said: “Every day, millions of small business owners ask the same questions: Why is cash tight this month? Which invoices are overdue? Can I afford to hire?

“To run their business efficiently, small business owners and their accountants and bookkeepers need to be able to answer these questions and act on them in real time whether using Xero or Claude. This partnership delivers on that.”

The company described it as the first instance of Xero customers being able to work with their accounting records directly inside a major AI platform.

For Claude, the integration is intended to support end‑to‑end financial workflows for small enterprises at scale.

The collaboration is expected to reduce manual work such as following up on outstanding invoices or compiling cash flow views across multiple reports, with Claude highlighting relevant information and suggested actions.

The key features of the integration include Claude‑driven automation within Xero, as well as Xero‑derived insights and actions made available in Claude.ai.

Inside Xero, users will be able to use Claude to run financial processes across areas such as accounting, payroll and payments from start to finish.

Within Claude.ai, customers will be able to work with their Xero financial data and insights for in‑depth analysis and planning, with controls designed to keep that information secure.

Anthropic International managing director Chris Ciauri said: “Xero has spent 20 years building the financial platform that millions of small businesses depend on. Claude brings a reasoning layer to that foundation.

“Now, instead of spending hours trying to make sense of their financials on top of everything else it takes to run a business, customers get clear answers and recommended actions in real time.”

Claude‑powered Insights in Xero and the integration of Xero experiences into Claude.ai are expected to be introduced over the coming months. Xero’s engineering teams will also use Claude and Cowork to speed up product development.

“Xero partners Anthropic to add financial data and tools to Claude AI” was originally created and published by International Accounting Bulletin, a GlobalData owned brand.