Xero and Anthropic have announced a multi-year partnership that integrates Claude AI directly into the Xero platform while making Xero’s financial data and tools available in Claude.ai. This collaboration delivers real-time financial intelligence to millions of small businesses and their accounting and bookkeeping advisors.
“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?" said Diya Jolly, Chief Product & Technology Officer, Xero. "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 partnership marks the first time Xero customers can work directly with their financial data inside a major AI platform. It enables Claude to power end-to-end financial workflows at scale, reducing manual effort in chasing invoices and piecing together cash flow reports.
Customers will orchestrate financial tasks across accounting, payroll, and payments. Powered by Claude’s advanced reasoning, Xero’s AI superagent JAX will analyze revenue and profit performance, track real-time cash flow, identify unpaid invoices, and suggest actionable steps for business owners and advisors.
Users can safely bring their Xero financial data into Claude.ai for deeper analysis and business planning. By combining real-time revenue, profit, and invoice data with external trends or plans, customers can evaluate scenarios such as year-end positions. Over time, the integration will suggest and enable one-click execution of end-to-end financial actions.
Data responsibility remains central to the partnership. Financial data shared between platforms is used solely for the user’s specific session and is never used to train Claude’s AI models.
Diya Jolly said: “Small businesses and advisors don’t just need data; they need a digital partner that acts on it. Integrating Claude moves Xero into agentic workflows, where Xero’s AI superagent, JAX (Just Ask Xero), does the heavy lifting, from predicting cash flow gaps to executing complex financial tasks. Crucially, this trusted intelligence isn't locked into one platform; it follows the user securely wherever they choose to work, empowering advisor collaboration. By shifting the admin burden to a team of agents orchestrated by JAX, we’re giving our customers time back and providing them with clarity so they can make informed decisions and focus on the future.”
“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. This provides small businesses and their advisors with the kind of financial intelligence that used to require a dedicated analyst or CFO,” said Chris Ciauri, Managing Director of International, Anthropic.
Claude-powered insights within Xero and the integration of Xero experiences into Claude.ai are expected in the coming months.
About Xero
Xero is a global small business platform that helps customers supercharge their business by bringing together the most important small business tools, including accounting, payroll and payments — on one platform. Xero’s powerful platform helps customers automate routine tasks, get timely insights, and connects them with their data, their apps, and their accountant or bookkeeper so they can focus on what really matters. Trusted by millions of small businesses and accountants and bookkeepers globally, Xero makes life better for people in small business, their advisors, and communities around the world.
About Anthropic
Anthropic is an AI research and development company that creates reliable, interpretable, and steerable AI systems. Anthropic’s flagship product is Claude, a large language model trusted by millions of users worldwide.
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