Siftree

Connect Xero Accounting to Siftree.

Accounting Software

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Connect

Read from your Xero Accounting account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Find Invoice

    Finds an invoice by number or reference.See the docs here

  • Get Bank Summary

    Gets the balances and cash movements for each bank account.

  • Get Contact

    Gets details of a contact.

  • Get History of Changes

    Gets the history of changes to a single existing document.

  • Get Invoice

    Gets details of an invoice.

  • Get Item

    Gets details of an item.

  • Get Sales Invoice Online URL

    Retrieves the online sales invoice URL.

  • Get Tenant Connections

    Gets the tenants connections the user is authorized to access

  • Get tracking category

    Get information from a tracking category by ID

  • List Credit Notes

    Lists information from credit notes in the given tenant id as per filter parameters.

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  • List Manual Journals

    Lists information from manual journals in the given tenant id as per filter parameters.

  • New or Updated ContactTrigger

    Emit new notifications when you create a new or update existing contact

  • New or updated invoiceTrigger

    Emit new notifications when you create a new or update existing invoice

  • New or Updated QuoteTrigger

    Emit new event each time a quote is added or updated.

  • Webhook Event Received (Instant)Trigger

    Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

Act

Take action in Xero Accounting

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Add Items to Existing Sales Invoice

    Adds line items to an existing sales invoice. See the docs here

  • Bank Statements Report

    Gets bank statements for the specified bank account.

  • Create Bank Transaction

    Create a new bank transaction

  • Create Bill

    Creates a new bill (Accounts Payable)See the docs here

  • Create Credit Note

    Creates a new credit note.

  • Create Employee

    Creates a new employee.

  • Create History Note

    Creates a new note adding it to a document.

  • Create Item

    Creates a new item.

  • Create or Update Contact

    Creates a new contact or updates if the contact exists.

  • Create Payment

    Creates a new payment

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  • Create Purchase Bill

    Creates a new purchase bill.

  • Create Sales Invoice

    Creates a new sales invoice.

  • Create tracking category

    Create a new tracking category

  • Delete tracking category

    Delete a tracking category by ID

  • Delete tracking category option

    Delete a tracking category option by ID

  • Download Invoice

    Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

  • Email an Invoice

    Triggers the email of a sales invoice out of Xero.

  • Find contact. Optionally, create one if none are found

    Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

  • Find or Create Contact

    Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

  • Make API Call

    Makes an aribitrary call to Xero Accounting API.

  • Update Contact

    Updates a contact given its identifier.

  • Update tracking category

    Update a tracking category by ID

  • Update tracking category option

    Update a tracking category by ID

  • Upload File

    Uploads a file to the specified document.

More finance and payments integrations

See all 145 →

Need something from Xero Accounting that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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