Finance & ops
An AI agent that chases what Xero says you are owed.
Connect Xero and an OpenHelm agent can watch your ledger on a schedule: drafting polite reminders for overdue invoices, sending a weekly cashflow digest, and surfacing reconciliation exceptions before month-end, with every action logged for your accountant.
What agents do with Xero. Recurring jobs, checked every run.
Overdue-invoice reminders
Each morning, find invoices past their due date and draft a courteous, escalating reminder email for each, sent after your approval or automatically at higher autonomy.
Weekly cashflow digest
Summarise cash in, cash out, upcoming bills and debtor days into a Monday-morning email for the founders.
Reconciliation exceptions
Flag unreconciled transactions and unusual entries into a data table, so month-end starts with a worked list instead of a hunt.
Spend anomaly watch
Track supplier spend over time and alert you when a category or supplier jumps beyond its usual range.
Connect Xero. A few minutes, once.
Connect Xero
Add Xero under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
Or provision it over the API (see the Connections API docs):
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "Xero" }'
# Returns a short-lived hosted link. Open it once to authorise,
# then poll GET /v1/connections until it shows as authenticated.Questions
Can the agent change my accounts?
By default it reads and reports. Write actions, such as sending a reminder email, follow the autonomy level you set per job, and the ledger itself stays under your accountant’s control.
How does OpenHelm connect to Xero?
Through a scoped OAuth grant: you sign in to Xero once via a hosted connect flow, in the OpenHelm app or via a connect link minted with POST /v1/connections/links. OpenHelm stores no passwords, the grant is limited to what your jobs need, and you can revoke it at any time.
Can the jobs run on a schedule without me?
Yes, that is the point. Jobs run once, on an interval, or on a cron expression. A scheduler fires them, a watchdog times out anything hung, and a separate evaluator checks each run actually advanced the goal. You approve the plan before anything runs for the first time.
Is my Xero data safe?
Each run executes in an isolated cloud sandbox with scoped, revocable credentials and no middle-layer copy of your data. Every action is logged per run, results come back with evidence, and the agent never fabricates data it could not verify.
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