Xero MCP — AI-Powered AI Financial Management Automation

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

MCP

Your MCP for

Xero Accounting

V7 Go acts as an AI-powered MCP within Xero, enabling ai financial management automation automation. New Invoice in Xero → AI analysis and intelligent action, all within your existing workflow.

Your app

Xero Accounting

Connect Xero Accounting to V7 Go and automate invoice processing, financial reconciliation, and accounting workflows to accelerate month-end close and reduce manual data entry.

Operations

Invoice Automation

Payment Processing

Financial Reconciliation

AI Engine (MCP)

V7 Go

Deploy AI agents inside Xero to automate reconciliation, flag overdue invoices, and deliver real-time financial health insights.

Operations

Agentic AI

Document Automation

Workflow Orchestration

Example Workflow

Xero Accounting

AI Financial Management Automation Example

Popular workflows

Example

Input

New Invoice

AI Agent

Output

Input

New Invoice

New Event

Emit new event when an event with subscribed event source triggered on a target.

New Invoice

AI Agent

AI Statement Reconciliation Agent

Reconcile & Act

Detect new invoice and extract transaction details

Match against bank feed and reconcile to correct account

Identify discrepancies and flag for accountant review

Generate reconciliation summary with confidence score

Update Xero records and log audit trail entry

Analysis complete

Output

Xero Accounting

Reconcile transaction, flag exceptions, and log audit entry in Xero

All actions triggered by agent

See how V7 Go works inside Xero to automate ai financial management automation.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

Meet the agents powering AI Financial Management Automation

Popular workflows

AI Cash Flow Forecasting Agent

AI Cash Flow Forecasting Agent | Automate Financial Projections | V7 Go

Finance

Automated Data Aggregation

Intelligent Inflow & Outflow Modeling

Scenario & Sensitivity Analysis

Add to workflow

AI Statement Reconciliation Agent

AI Statement Reconciliation Agent | Automate Financial Recs | V7 Go

Finance

Intelligent Transaction Matching

Handles Any Data Source

Complex Matching Logic

Add to workflow

AI Financial Statement Analysis Agent

AI Financial Statement Analysis Agent | Automate Financial Spreading

Finance

Automated Financial Spreading

Custom Ratio Calculation

Trend and Variance Analysis

Add to workflow

AI Cash Flow Forecasting Agent

AI Cash Flow Forecasting Agent | Automate Financial Projections | V7 Go

Finance

Automated Data Aggregation

Intelligent Inflow & Outflow Modeling

Scenario & Sensitivity Analysis

Add to workflow

AI Financial Statement Analysis Agent

AI Financial Statement Analysis Agent | Automate Financial Spreading

Finance

Automated Financial Spreading

Custom Ratio Calculation

Trend and Variance Analysis

Add to workflow

AI Statement Reconciliation Agent

AI Statement Reconciliation Agent | Automate Financial Recs | V7 Go

Finance

Intelligent Transaction Matching

Handles Any Data Source

Complex Matching Logic

Add to workflow

Actions & Triggers

Build powerful automations with

Xero Accounting

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New or updated contact

Emit new notifications when you create a new or update existing contact

New or updated invoice

Emit new notifications when you create a new or update existing invoice

Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow

Agents trigger automated actions in your apps

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Create Bank Transaction

Create a new bank transaction

Create Bill

Creates a new bill (Accounts Payable)

Create Credit Note

Creates a new credit note.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create Payment

Creates a new payment

Create tracking category

Create a new tracking category.

Create or update contact

Creates a new contact or updates a contact if a contact already exists.

Delete tracking category

Delete a tracking category by ID.

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Get started

Ready to supercharge

your

Xero Accounting

Transform your Accounting workflow

V7 Go + Xero MCP delivers intelligent finance / accounting automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Xero Accounting

Transform your Accounting workflow

V7 Go + Xero MCP delivers intelligent finance / accounting automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Xero Accounting

Transform your Accounting workflow

V7 Go + Xero MCP delivers intelligent finance / accounting automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Xero Accounting

Transform your Accounting workflow

V7 Go + Xero MCP delivers intelligent finance / accounting automation that scales your team's impact without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go handle New Invoice inside Xero?

V7 Go acts as an AI intelligence layer directly within Xero, analyzing each New Invoice in real time. The ai-statement-reconciliation-agent extracts key signals, identifies patterns, and determines the optimal automated action—all without leaving your Xero environment.

Can I customize the AI Financial Management Automation logic?

Absolutely. V7 Go's MCP configuration lets you define custom prompts, business rules, escalation thresholds, and decision criteria that match your exact Finance / Accounting workflows. No coding required.

What happens when the AI needs human input?

V7 Go surfaces uncertain cases for human review with full AI reasoning shown. Your team reviews, approves, or overrides—and each decision trains the system to handle similar cases automatically going forward.

How does the output get written back to Xero?

V7 Go executes actions directly within Xero using its native API—updating records, creating tasks, posting notes, or triggering downstream workflows—within seconds of the triggering event.

Is my data secure with V7 Go MCP?

Yes. V7 Go processes all Xero data within your secure infrastructure. Sensitive fields can be masked or excluded, and all data is encrypted in transit and at rest to enterprise security standards.

How quickly will I see ROI from AI Financial Management Automation?

Most teams see measurable time savings within the first week—fewer manual tasks, faster response times, and higher data quality. Strategic impact from better Finance / Accounting decisions typically compounds over the first quarter.

Partner program

Become a V7 Go Finance Automation MCP Partner

Join our finance partner ecosystem and help your clients automate reconciliation, reporting, and financial operations with V7 Go agents.