The IT Nerd

Xero today announced its live integration with Anthropic, the company behind Claude. Building on a multi-year partnership announced in late March, the speed to market of the integration marks a significant milestone for Xero customers. The partnership brings Claude directly into Xero and Xero’s financial data and tools into Claude.ai, changing how small businesses around the world can access and act on real-time financial intelligence.

Built on 20 years of innovation and trusted by over 4.5 million subscribers in more than 180 countries, Xero is redefining the future of small business finance. Tailored for the experience of conversing with Claude, this integration leverages the same foundational capabilities that Xero’s superagent JAX uses to run financial analysis. Xero’s intentional approach to design agentic reasoning foundations to be reusable from day one accelerated the delivery of this new experience to customers. For the first time, Xero customers can leverage Xero and work with their financial data directly inside a leading AI platform.

Today, users with an active Xero subscription can bring their financial data directly into their Claude conversations to solve immediate business challenges and provide financial clarity without switching tools. The insights generated in Claude link back to Xero for customers to take action, such as reviewing the full report, contact record or invoice detail. By providing live data from Xero rather than a static export, users can uncover strategic financial insights and reporting in areas like:

• Revenue and profit: Uncover total earnings, if profit is up or down and how performance compares over time
• Contacts and receivables: Discover outstanding payments, overdue invoices, and which customers contribute the most revenue
• Financial position and cash position: Get a snapshot of business health by viewing assets, liabilities, and cash flow position

In line with Xero’s responsible data use commitments, data responsibility is foundational to the partnership. Financial data shared between the platforms is used solely for the user’s specific session — proprietary business data is never used to train Claude’s AI models.

This live integration further extends the power of Xero OS by delivering customers a trusted financial system for the agentic era and is underpinned by Xero’s commitment to providing AI experiences grounded in Accountable Intelligence. To learn more about how to leverage Xero within Claude, visit: xero.com/campaign/claude-connector.

Xero today announced the global launch of its new AI-powered analytics capabilities, setting a new standard for small business intelligence. Millions of business owners now have the ability to access leading analytics, insights, and reporting, and get instant answers to their financial questions directly within Xero.

Following its 2024 acquisition of Syft, a leading AI-powered reporting and insights platform, Xero has rapidly integrated the company’s powerful analytics features to put enterprise-grade intelligence into the hands of small businesses. In less than one year since closing the deal, analytics embedded within Xero have been made available to millions of customers worldwide.

Built for the business owner–not highly specialized data analysts–Xero’s analytics platform gives small businesses sophisticated yet easy-to-navigate insights tools, including:

• Dashboards: customizable views of performance across revenue, expenses, and KPIs
• Visualisations: graphs and tables to track profitability, cash flow, balance sheet health
• Cash flow manager: projections up to 180 days, with the ability to scenario plan “what if” outcomes
• AI insights: AI-generated suggestions and summaries provide a clear explanation of financial data
• Business health scorecards: create custom scorecards that track key performance metrics alongside external data—like website traffic—for a consolidated view of business health

This milestone is part of Xero’s broader AI and insights strategy, which includes the recent unveiling of JAX, Xero’s AI financial superagent. Together, these innovations realize Xero’s vision to bring enterprise-grade intelligence to small businesses, delivered with the trust, accuracy, and human oversight that define the Xero brand. With 4.6 million subscribers today, Xero continues to successfully balance growth and profitability, recording a 20% increase in first-half revenue to NZD $1.2 billion (to the half year ended 30 September 2025), while delivering an above Rule of 40 outcome.