Once connected to a Breeze Assistant or Agent, the Xero Connector allows you to prompt the following use cases:

Manage Contacts — Retrieve, create, and update customer and vendor contacts, and view contact groups, keeping accounting records aligned with your CRM data.

Handle Invoices and Credit Notes — Create, update, and list invoices and credit notes so billing activity stays current without leaving HubSpot.

Access Financial Reports — Pull profit and loss statements, balance sheets, trial balances, and aged receivables or payables to surface the financial picture behind an account.

Track Transactions and Payments — List and create bank transactions and payments to keep a clear view of cash movement tied to a deal or customer.