Redbird AI syncs your Notion workspace with Xero accounting automatically. Stop manually copying invoice details, updating expense trackers, or rebuilding financial dashboards—keep your team's documentation in sync with real financial data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Maintain a master invoice database in Notion that updates automatically when invoices are issued, sent, or marked paid in Xero. Keep your operations team informed without accessing accounting software directly.
When deals move to 'Won' or contracts are marked 'Approved' in your Notion CRM or project tracker, automatically generate corresponding invoices in Xero with correct line items, contacts, and terms. Eliminate double-entry between deal tracking and billing.
Pull recent expenses, categorized spend, and transaction details from Xero into a Notion database that non-finance teams can view and filter. Give operations and leadership real-time budget insights without sharing full accounting access.
When team members log project expenses in Notion with receipts and descriptions, automatically create corresponding expense claims or bills in Xero for approval and reimbursement. Connect project tracking with financial processing.
Monitor accounts receivable status in Xero and post updates to dedicated Notion pages or databases when payment milestones occur. Keep client success and operations teams aware of billing status changes that affect project delivery.
Automatically update client records in your Notion workspace with outstanding balances, payment patterns, and credit status from Xero. Give account managers financial context during planning and renewal conversations without switching systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Notion 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 AI understands both Notion's flexible database structures and Xero's accounting schema—so you can connect workspace documentation with financial truth automatically.
Redbird reads your Notion database properties—select fields, formulas, relations, rollups—and matches them intelligently to Xero entities like invoices, contacts, line items, and chart of accounts codes. The integration handles Notion's flexible schema and Xero's structured financial data model, mapping custom fields to tracking categories, syncing status changes bidirectionally, and maintaining referential integrity between client databases and contact records. No manual field mapping or rigid templates required.
faster than exporting CSVs and manually updating Notion invoice trackers
Redbird can pull from Notion 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 Notion 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 Notion into Xero, or from Xero back into Notion. 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 event in Notion or Xero—new database entries, status changes, invoice creation, or payment received.
Fires when a new entry is added to a specified Notion database—projects, invoices, expenses, or clients.
Triggers when a specific field changes, like status moving to 'Approved' or amount being filled in.
Detects when documentation pages or project records change state in your workspace.
Add new records to Notion databases with mapped properties from Xero transaction data.
Modify existing Notion records with current financial data, balances, or payment status from Xero.
Post contextual updates to Notion pages when financial events occur, mentioning relevant team members.
Fires when new invoices are issued in Xero, capturing details, line items, and customer information.
Triggers when invoice payments are recorded or bank transactions are reconciled in Xero.
Detects when expense claims or supplier bills change approval status in your accounting workflow.
Generate new Xero invoices from Notion data with line items, contacts, dates, and payment terms.
Create expense claims or bills in Xero from project expense entries logged in Notion.
Sync client information changes from Notion databases back to Xero contact records.
Stop rebuilding financial dashboards in Notion or chasing invoice status across systems. Redbird AI keeps your workspace and accounting in sync automatically.