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Finance

Connect Xero to OpenTag

Read accounting records and prepare draft invoices, quotes and journals.

Slack Marketplace approvedBacked byY Combinator
Connect XeroRead the integration guide

OpenTag + Xero

Put Xero to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your Xero connection, then brings the result back to the channel or DM where the work started.

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

  1. 1

    Choose Xero

    Open Integrations in OpenTag, select Xero, and authorise the account you want to use.

  2. 2

    Review access

    Check the sharing and read or write choices shown for that account before completing the connection.

  3. 3

    Start the work

    Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

Routines that use Xero

Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.

  • FinanceDuring month-end

    Month-end input tracker

    Bring accounting records and the close checklist together, then flag missing inputs and owners.

    • Xero
    • Google Sheets
    • Slack
    Example request

    “At 09:00 [timezone] on the last three weekdays of each month, compare our Xero records with the close checklist in Google Sheets. Post missing inputs and their owners in #finance.”

    View routine

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