Xero

Hegu AI can act on Xero through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
XeroAccounting	Xero accounting setup — accounts, manual journals, system journals, tracking categories, items, tax rates, organisation info
XeroBank	Xero bank management — list, get, create bank transactions; list, create bank transfers
XeroContacts	Xero contact management — list, get, create, update, archive contacts (customers, suppliers)
XeroInvoices	Xero invoice management — list, get, create, update, void, email invoices
XeroPayments	Xero payment management — list, get, create, delete payments; batch payments, overpayments, prepayments
XeroPurchase	Xero purchase management — list, get, create, update purchase orders; list, create expense claims; list receipts
XeroReports	Xero financial reports — Profit & Loss, Balance Sheet, Trial Balance, Aged Receivables/Payables, Bank Summary, Executive Summary

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.