Xero

by Xero Limited.Microsoft 365Price not published

Review P&L, cash position, outstanding invoices, and top customer accounts inside Microsoft 365 Copilot.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYHR
UPDATED ON MARKETPLACE
Xero — screenshot from the Microsoft Marketplace listing

What it does

Connects Microsoft 365 Copilot to a Xero organisation with read-only access. It returns financial summaries for P&L, cash position, outstanding invoices, and top customer accounts across selected date ranges. Results can include year-over-year comparisons and links back to Xero for further analysis. Retrieved data is used to answer questions and is not stored between sessions.

Key capabilities

from the Microsoft Marketplace listing

Financial summaries

Returns information on P&L, cash position, outstanding invoices, and top customer accounts.

Date range selection

Supports financial queries for flexible date ranges.

Year comparisons

Provides year-over-year comparisons.

Xero links

Includes links back to Xero for further analysis.

Read-only access

Connects to a Xero organisation without write access.

In the catalog

143 plugins in Microsoft 365 · HR

Price distribution: 5 free, 5 freemium, 42 paid, 91 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published

Similar plugins in Microsoft 365 · HR

View all 143 →

What the vendor says

«Check your P&L, cash position, outstanding invoices, and top customers — directly from Microsoft 365 Copilot. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Copilot connects with read-only access. Any data retrieved is used …»

Official marketplace listing

Publisher
Xero Limited.
Updated on marketplace
Facts verified