In a strategic move designed to equip small businesses and their accounting advisors with real-time, actionable financial intelligence, Xero and Anthropic have officially unveiled a new multi-year partnership. The landmark deal represents the first time Xero customers will be able to work with their financial data directly inside a major AI platform. By bridging the two ecosystems, the companies aim to drastically reduce the time users spend manually chasing invoices or piecing together cash flow across multiple, disjointed reports. Moving into agentic workflows Diya Jolly, chief product & technology officer at Xero, Diya Jolly, chief product & technology officer at Xero, noted that small business owners constantly face pressing questions about tight cash flow, overdue invoices, and hiring budgets. “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,” Jolly stated. “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.” The integration, which is expected to be available in the coming months, will introduce two primary operational shifts for users: Claude-powered automation in Xero: Customers will be able to orchestrate financial tasks from start to finish across accounting, payroll, and payments. Powered by Claude’s advanced reasoning, JAX will proactively analyze revenue and profit performance, track real-time cash flow, and identify unpaid invoices to suggest immediate actions. Xero…
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