Xero · Accounting
Voksha + Xero
Give your clients instant billing answers by phone while keeping your Xero ledger up to date with AI-automated data entry and follow-ups.
What is Xero?
The Voksha + Xero integration brings your cloud accounting data into every phone conversation. Voksha connects directly to Xero to look up contact records, invoice statuses, and payment histories so your AI receptionist can answer client billing questions on the spot. The integration also creates new contacts in Xero when new clients call, logs call-related notes against invoices, and triggers payment reminder workflows, keeping your financial operations running smoothly without adding to your team's workload.
How It Works
Voksha + Xero Together.
Automated workflows that connect every call to your Xero account.
Invoice Status Lookup for Callers
Voksha authenticates the caller and retrieves their outstanding and recent invoices from Xero, communicating amounts, due dates, and payment status in a natural phone conversation.
Payment Reminders
The integration identifies overdue Xero invoices and enables Voksha to proactively call clients with friendly payment reminders, offering to connect them with your payment portal or finance team.
New Client Billing Setup
When Voksha onboards a new client by phone, it creates a Xero contact with the client's name, address, tax ID, and billing preferences so your team can issue the first invoice without any data entry.
Expense Tracking from Vendor Calls
Vendor calls about pricing confirmations, delivery charges, or service fees are logged as draft bills or notes in Xero, ensuring your expense records reflect verbal agreements accurately.
Benefits of Voksha + Xero.
Real-Time Financial Answers
Clients call and get immediate, accurate responses about their invoices and payments without your accounting team being interrupted.
Better Cash Flow Management
Phone-based payment reminders reach clients more effectively than email alone, accelerating collections and improving your cash flow cycle.
Automated Contact Management
New client details flow into Xero automatically from onboarding calls, eliminating duplicate data entry and ensuring every contact record is complete from day one.
Real-World Use Cases.
Accounting Practices
Accounting firms with Xero-based clients use Voksha to handle routine billing inquiries, letting accountants focus on advisory work instead of answering the same invoice questions repeatedly.
Small Business Owners
Business owners who manage their own books in Xero use Voksha to handle vendor and client calls about billing, keeping their Xero records current without dedicating time to phone and data entry.
Yes. Voksha reads and communicates invoice amounts in the correct currency as recorded in Xero, including exchange rate information when relevant. This integration is available on the Voksha Enterprise plan.
Voksha can create draft invoices in Xero based on call details. These drafts appear in your Xero approval queue so your team can review and send them, maintaining your existing approval workflow.
Voksha uses configurable identity verification steps, such as confirming the caller's name, associated email, or a security PIN, before accessing or sharing any Xero financial data over the phone.
Pair Xero with the right Voksha setup
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Activate the
Xero Integration.
Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct Xero connectivity.