Redbird AI syncs your collaboration hub with your accounting system so financial updates flow automatically. Stop manually copying invoice data into chat, chasing expense approvals across platforms, or updating spreadsheets to share financial status with your team.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically post payment confirmations to designated Teams channels whenever invoices are marked as paid in Xero. Finance teams stay informed without constantly checking the accounting system, and customer success teams know immediately when client payments clear.
Push pending expense claims from Xero directly into Teams channels or adaptive cards for manager approval. Approvers can review receipts, compare against budgets, and approve or reject without switching to Xero, accelerating the expense reimbursement cycle.
Capture project completion updates, scope changes, or billable work discussed in Teams channels and automatically generate draft invoices in Xero. Redbird extracts client names, project codes, amounts, and line items from conversations, reducing manual invoice creation time.
Monitor bank reconciliation variances and unmatched transactions in Xero, automatically notifying finance teams in Teams when discrepancies cross defined thresholds. Teams can triage issues collaboratively without waiting for end-of-day reports.
Generate automated weekly financial summaries from Xero including cash position, outstanding invoices, and aging reports, then post formatted updates to executive or leadership Teams channels. Leadership stays current on financial health without manual report compilation.
Capture receipt images and expense details employees share in designated Teams channels, then automatically attach them to corresponding bills or expenses in Xero. Redbird matches receipts to transactions using vendor names, dates, and amounts extracted from both systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Microsoft Teams and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Microsoft Teams conversation structures and Xero's accounting data model, intelligently mapping messages, files, and mentions to invoices, expenses, contacts, and financial transactions.
Redbird's AI understands Teams channel hierarchies, message threads, adaptive cards, and file attachments alongside Xero's invoice schema, contact records, chart of accounts, and transaction structures. It extracts financial data from natural language conversations, matches Teams user mentions to Xero contacts, and formats accounting entries from collaborative discussions. The system recognizes approval workflows in Teams and translates them into Xero approval states, while understanding which Teams channels correspond to which Xero tracking categories or departments.
faster than exporting Xero reports and manually posting updates to Teams channels
Redbird can pull from Microsoft Teams and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Microsoft Teams or Xero.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Microsoft Teams into Xero, or from Xero back into Microsoft Teams. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any conversation in Teams or any financial event in Xero, then route data intelligently across both platforms.
Trigger when a new message is posted to a specific Teams channel or contains specific keywords.
Trigger when documents, images, or receipts are shared in Teams channels or chat threads.
Trigger when a user submits an interactive card response, such as approving an expense or invoice.
Send formatted messages with financial summaries, alerts, or notifications to specific Teams channels.
Create interactive approval cards or data collection forms in Teams with buttons and input fields.
Start new conversation threads for specific topics like monthly close discussions or invoice queries.
Trigger when an invoice status changes to paid or a payment is recorded against an invoice.
Trigger when an employee submits a new expense claim requiring approval or review.
Trigger when new bank transactions are imported from connected bank feeds into Xero.
Generate new invoices in Xero with line items, contact details, and due dates extracted from Teams.
Upload receipt images or supporting documents from Teams as attachments to Xero bills or expenses.
Change expense claim approval status based on manager responses in Teams adaptive cards.
Connect Microsoft Teams and Xero with Redbird AI to automate financial notifications, expense approvals, and invoice workflows across your collaboration and accounting platforms.