What Triform can do with Xero
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Invoicing
- Create invoices from won deals.
- Set up recurring billing workflows.
- Automate payment reminders.
Expenses
- Scan and code receipts automatically.
- Route expense claims for approval.
- Match expenses to bank feeds.
Reporting
- Generate cash flow forecasts.
- Send weekly financial snapshots to Slack.
- Alert on unusual spending patterns.
What Triform can do with Xero
Real-world examples of how teams use Triform + Xero
Expense Report & Receipt Handling
Collect receipts from email or Slack, extract data, validate against policy, and route for manager approval. Send approved expenses to accounting.
Xero 
Gmail 
Slack Invoice Processing Automation
Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.
Xero Gmail Slack Subscription Billing Sync
Automatically sync subscriptions from Stripe or Recurly to your accounting system. Generate MRR/ARR reports and keep customer status sheets updated.
Xero 
Stripe 
Google Sheets Slack How Triform connects
Connect Xero
Connect to Xero using Client Credentials (API Key & Secret).
Map Chart of Accounts
Tell Triform which accounts to use for different transaction types.
Set Up Agents
Enable the agents relevant to your business.
Who uses Triform with Xero
Perfect for small businesses and accounting firms.
Roles
Teams
Why Triform for Xero?
Deep Integration
Access deep API features like manual journals and tracking categories.
Multi-entity
Manage workflows across multiple Xero organizations.
Intelligent
Uses AI to make accounting decisions, not just rigid rules.
FAQ
Does it support multiple currencies?
Yes, Triform handles multi-currency transactions correctly.
Can it create manual journals?
Yes, agents can be configured to post manual journals for accruals/adjustments.
Is it secure?
Yes, we are a secure integration partner and use industry-standard encryption for your credentials.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.