Integrate Xero to Anything.

Retrieves a list of accounts from Xero. Use for:

• Automated Account Mapping: Sync Xero account data with Rayven workflows for financial reporting
• Real-time Balance Monitoring: Use accounts data to trigger alerts when specific account thresholds are reached
• Budget Tracking: Compare account balances with budget targets in Rayven dashboards
• Departmental Reports: Generate department-specific financial reports based on Xero account data
• Cash Flow Forecasting: Use account balances to build real-time cash flow models within Rayven.

Updates account information in Xero. Use for:

• Account Data Synchronisation: Automatically update account names and types from Rayven workflows
• Automated Chart of Accounts Creation: Push newly created accounts in Rayven directly to Xero
• Financial Data Alignment: Ensure consistent account categorisation across multiple systems
• Threshold Adjustments: Automatically update account thresholds based on business rules in Rayven
• Audit Trail Management: Track and log all account updates through Rayven for compliance. connect users to support agents based on workflow triggers.

Retrieves bank transactions from Xero. Use for:

• Transaction Alerts: Trigger notifications for suspicious or high-value transactions
• Reconciliation Automation: Match transactions with invoices or bills automatically
• Cash Flow Insights: Display real-time bank transactions in Rayven dashboards for cash flow tracking
• Expense Reporting: Build automated expense reports based on transaction data
• Fraud Detection: Set rules to identify and flag unusual patterns in bank transactions.

Retrieves contact information from Xero. Use for:

• Customer Relationship Management: Sync Xero contact data with Rayven's CRM workflows
• Automated Invoice Distribution: Send invoices based on contact data directly through Rayven
• Customer Insights Dashboards: Build dashboards with customer-level financial data for better insights
• Alerts for Payment Status: Notify sales teams when payments are overdue based on contact information
• Contact Categorisation: Automatically categorise contacts in Rayven workflows for targeted communications.