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Hi, I'm your Xero Super Agent,
Enhancing Your Accounting Operations Effortlessly!
I specialize in enhancing Xero operations by automating contact management, invoice processing,
payment handling, and
more. Let’s streamline your accounting processes for improved efficiency and create seamless
experiences for your
financial management!
Ways I’ll Accelerate
Your Xero Performance
Contact Management
Handling contact information can be time-consuming. I’ll help you manage contacts effortlessly, ensuring your records are always up-to-date.
Create and Update Contacts
Automate new contact creation and updates using voice or chat commands.
Retrieve Contacts
Access contacts by ID, name, email, or other criteria efficiently.
Account Management
Keeping track of accounts in Xero is essential for accurate bookkeeping. I’ll help you retrieve accounts based on various filters effortlessly.
Retrieve Accounts
Access account details by ID, name, or account type quickly.
Comprehensive Account Management
Ensure accurate bookkeeping with up-to-date account information.
Item Management
Managing inventory and items in Xero can be cumbersome. I’ll help you create, update, and retrieve items seamlessly.
Create and Update Items
Automate item creation and updates effortlessly.
Retrieve Items
Access item details by ID, name, or code efficiently.
Invoice Management
Creating and managing invoices is essential for smooth financial operations. I’ll help you automate invoice creation, updates, and retrieval.
Create and Retrieve Invoices
Automate invoice creation and retrieval based on specific criteria quickly.
Retrieve Invoices
Access invoices by ID, due date, customer, or invoice ID efficiently.
Payment Processing
Handling payments accurately is crucial for financial management. I’ll help you create, send, and retrieve payments to ensure timely and accurate records.
Create and Retrieve Payments
Automate payment creation and retrieval using voice or chat instructions.
Retrieve Payments by Criteria
Access payment details by ID, invoice ID, or other criteria efficiently.
Bank Transactions
Managing bank transactions is a key part of financial operations. I’ll help you automate bank transactions to maintain up-to-date records.
Create Bank Transactions
Automate creation of various types of bank transactions easily.
Handle Transaction Types
Manage transactions like spend money, receive money, and more efficiently.
Note Management
Keeping notes on contacts and transactions helps maintain context. I’ll help you add and retrieve notes effortlessly.
Add Notes to Contacts and Transactions
Use voice or chat to add notes, ensuring important information is always recorded.
Retrieve Notes
Access notes associated with specific contacts and transactions instantly.
Comprehensive Overview
Maintaining a clear overview of Xero activities can lead to better decisions. I’ll help you get a consolidated view of contacts, accounts, items, invoices, payments, and transactions.
Detailed Data Retrieval
Retrieve comprehensive details of contacts, accounts, and transactions effortlessly.
Summary Reporting
Get summarized reports for quick insights into your financial performance.
Enhance your productivity and streamline your Xero operations with Kong.ai’s AI Agent.
Experience seamless automation
and focus on building stronger financial management.
Experience the Power of RPA Browser Automation
with the Kong.ai Chrome Extension
Beyond LinkedIn outreach, Kong.ai empowers you to post jobs, fetch leads, send emails through Gmail,
and WhatsApp messages — all through conversational agents. The automation runs in the
background, rate-limited, and non-intrusive, allowing you to effortlessly manage tasks across
multiple platforms.
Integration Partners
Expand horizons with our 50+ integrations, seamlessly connecting your tools for ultimate efficiency.
A simple yet powerful plan designed for individuals to streamline their Salesforce operations. Access
essential tools like lead management, task automation, and customer tracking to elevate your customer
experience from day one.
How It Works
Data Collection
I gather data from your Xero system, including contact details, account information, items,
invoices, payments, and bank
transactions.
Task Automation
Using advanced machine learning algorithms, I automate tasks such as creating contacts,
updating records, retrieving
information, and managing transactions based on voice or chat instructions.
Continuous Learning
I continuously learn from each interaction, improving my efficiency and accuracy over time
to better assist in managing
your Xero operations.
Frequently Asked Questions
What is Kong.ai?
Kong.ai enhances business operations through AI-driven solutions like
conversational bots and virtual agents. It simplifies workflows and improves customer engagement.
You can retrieve your Xero connections by simply asking to "Get my Xero connections." The system
will return
a list of all your active connections in Xero. Example Prompt: "Show me my Xero connections."
To add a new contact, you can provide the contact's details like name, email, phone, and any
other
information. The system will create the contact for you in Xero. Example Prompt: "Add a contact with the name John Doe and email
john@example.com."
Yes, you can update an existing contact's details by providing the contact ID and the fields
you'd like to
update, such as name, email, phone number, or address. Example Prompt: "Update the contact with ID 123 to have the phone number
555-1234."
You can retrieve all your Xero contacts by requesting the list. You may also specify the number
of contacts
to fetch or paginate through them. Example Prompt: "Show me all my Xero contacts."
You can fetch a specific contact by providing the contact ID. Example Prompt: "Get the contact details for ID 123."
Yes, you can search for a contact by name. Just provide the name, and the system will return the
matching
contact. Example Prompt: "Find a contact named Jane Smith."
You can search for a contact by their email address to retrieve their details. Example Prompt: "Get the contact details for the email john@example.com."
You can add a note to any existing contact by specifying the contact ID and the note
content. Example Prompt: "Add a note saying 'Called on 10th Oct' to the contact with ID
123."
To create a new invoice, you will need to provide details such as the customer ID, invoice type
(e.g.,
receivable or payable), due date, and the line items. Example Prompt: "Create a new invoice for customer ID 456 with a due date of
2024-10-31."
You can retrieve a list of all your invoices from Xero, and you can specify the number of
invoices to fetch
if needed. Example Prompt: "Show me all my Xero invoices."
Yes, you can retrieve invoices that are due on a specific date by providing the due date. Example Prompt: "Get invoices due on 2024-10-31."
You can retrieve all invoices for a specific customer by providing the customer ID. Example Prompt: "Show me all invoices for customer ID 123."
You can fetch a specific invoice by providing the invoice ID. Example Prompt: "Get the details for the invoice with ID 789."
You can send an existing invoice to a customer by providing the invoice ID. Example Prompt: "Send the invoice with ID 789 to the customer."
To create a new payment, you need to provide the invoice ID, payment date, amount, and
optionally, other
details like reference and currency rate. Example Prompt: "Record a payment of $100 for invoice ID 789 on 2024-10-07."
You can retrieve a payment by its ID by providing the payment ID. Example Prompt: "Get payment details for payment ID 456."
You can retrieve a list of all payments made in Xero. Example Prompt: "Show me all payments in my Xero account."
Yes, you can retrieve all payments made towards a particular invoice by providing the invoice
ID. Example Prompt: "Show me the payments made for invoice ID 789."
You can get a list of all your accounts in Xero by asking the system to retrieve them. Example Prompt: "Show me all my Xero accounts."
You can search for an account by providing the account's name. Example Prompt: "Find the account named 'Sales Revenue.'"
Yes, you can filter accounts by their type (e.g., asset, expense, revenue). Example Prompt: "Show me all asset accounts."
You can fetch an account by providing the account ID. Example Prompt: "Get account details for ID 987."
You can create a new item by providing the item name, code, and other details like pricing and
tax
rates. Example Prompt: "Create an item with code 1001 and name 'Product A.'"
You can fetch a list of all items in Xero by requesting it. Example Prompt: "Show me all items in my Xero inventory."
You can fetch a specific item by providing the item ID. Example Prompt: "Get the item details for ID 300."
You can search for an item by providing the item name. Example Prompt: "Find all items with the name 'Product A.'"
You can search for items by their code by providing the item code. Example Prompt: "Get the item with code 1001."
Yes, you can update an item's details by providing the item ID and the fields you want to
update. Example Prompt: "Update the item with ID 200 to have a sale price of $50."
You can retrieve all notes associated with a contact by providing the contact ID. Example Prompt: "Show me notes for the contact with ID 123."
Yes, you can fetch a list of bills (accounts payable) from Xero. Example Prompt: "Show me all my bills in Xero."
To create a new bank transaction, you need to provide the transaction type, contact ID, and line
items.
Optionally, provide the bank account ID, date, and reference. Example Prompt: "Create a 'spend' bank transaction for $200 linked to contact
ID 123."
You can create a bank transaction and include items in the transaction by specifying the
transaction type,
item details, and associated contact or bank account. Example Prompt: "Create a 'receive money' transaction with item code 1001 for
$500."
Yes, you can retrieve payments made for a specific invoice by providing the invoice ID. Example Prompt: "Show me the payments for invoice ID 123."
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Kong.AI’s intelligent bots have revolutionized our customer service, automating
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CEO at KPSYNCLAB
Implementing Kong.AI was a game-changer for us. The ease of integration and the
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CHRISTIAN BJERRE NIELSEN
CPO at uQualio
With Kong.AI, we’ve seen a 40% reduction in support costs while maintaining high
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SMALL-BUSINESS USER
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MID-MARKET CONSULTANT
The powerful AI tools from Kong.AI have enabled us to proactively engage with
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Emma Wilson
COSMETICS MARKETING ADMINISTRATOR
Integrating Kong.AI into our ecosystem was straightforward, and it has
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STONE GYE
Owner at Stonegye.digital
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