Finnex AI, the Excel-native AI assistant for accountants and finance teams, today announced the launch of its certified integration with Xero. The new connector lets users pull data from Xero, process documents, and push journals, invoices and bills back to Xero with AI—without leaving their spreadsheet.

“Accountants live in Excel. Our goal is to give them an AI that works right where they work,” said Matthew Liu, Co‑founder of Finnex AI. “With the Xero connector, bookkeepers can chat with their ledger, post journals, generate financial reports or process bills and invoices into Xero - all in a few seconds using natural language.”

Key Features

• Two-way Xero sync inside Excel – pull/push chart of accounts, invoices, bills, bank transactions, journals and documents from and back to Xero.

• AI document processing – Attach PDFs, images or CSVs and let AI extract fields for invoices and bills, then post to Xero directly.

• Natural-language commands – Ask “Show me my 12-month P&L” or “Post this adjustment to Repairs & Maintenance” and get immediate AI actions.

• Governance & auditability – Every AI action is logged with context; users review before posting.

• Fast start – Available on Microsoft Office AppSource with a 14-day free trial of the Xero connector.

“AI shouldn’t be another dashboard— it should be a teammate,” added Willow Yang, Co‑founder and CTO. “By embedding directly in Excel and connecting to Xero, we remove friction and let SMEs get enterprise-grade automation.”

Availability

Finnex AI is available globally via Microsoft AppSource. The Xero connector is included in paid plans and comes with a 14‑day free trial. Get started at www.finnex.ai/get-started.