Xero
Payments and financeBuilt by Capstan
Chase invoices and match bank lines.
What an agent can do in Xero
Defaults for a new agent. Change them per agent in Control.
- Read invoices and bank linesRuns freely
- Mark a match for reviewAsks first
Set up in three steps
01
Connect Xero
Sign in to Xero from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention Xero when you describe a job, or add it to an existing agent's tools.