Connect Slack and Xero with AI

Stop manually checking Xero for invoice updates or chasing finance approvals in separate systems. Redbird AI connects Slack and Xero so your team gets real-time accounting alerts, expense notifications, and payment updates directly in your channels—with intelligent routing and context.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Send Slack alerts when Xero invoices are paid or overdue

Automatically notify sales, finance, or account management channels when invoices are paid, marked overdue, or reach specific aging thresholds. Include customer name, invoice amount, and days outstanding so teams can take immediate action without logging into Xero.

Route Xero expense approval requests to Slack channels by department

When employees submit expenses in Xero, send approval requests to the appropriate Slack channel based on expense category, amount threshold, or submitter department. Managers can review receipts and approve directly from Slack, updating Xero status automatically.

Post daily cash position and receivables summary to finance Slack channel

Generate a morning snapshot of bank balances, outstanding invoices, and upcoming bills from Xero and post to your finance team channel. Includes trends, week-over-week changes, and flagged items requiring attention.

Create Xero bills from vendor invoices shared in Slack channels

When team members share vendor invoices or receipts in designated Slack channels, automatically extract key details and create draft bills in Xero with the correct supplier, amounts, and categories. Works with PDF attachments and image uploads.

Notify sales channel when new Xero quotes are accepted by customers

Alert your sales team in Slack the moment a customer accepts a quote in Xero, converting it to an invoice. Include deal details, customer contact, and expected payment terms so sales can coordinate delivery and follow-up immediately.

Send end-of-month financial close reminders to accounting Slack channel

Automatically check Xero for unreconciled transactions, missing expense receipts, or pending approvals as month-end approaches. Post summary to accounting channel with direct links to items requiring action before close.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Slack and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Slack's messaging structure and Xero's financial data model, so you can build automations between team communication and accounting without mapping fields or writing code.

AI that understands both messaging context and financial data

Redbird natively understands Xero's invoice schema, contact records, chart of accounts, and transaction structures alongside Slack's channels, user mentions, and message threading. It automatically maps financial entities to the right channels, formats currency and dates for readability, and maintains context across approval workflows. Build automations that route invoice alerts by customer segment, extract expense data from message attachments, or trigger reconciliation reminders based on bank feed status—all without custom parsing.

Invoice & bill records
Contact & customer data
Bank transactions
Expense claims & receipts
10×

Faster than building custom webhooks between Slack and Xero APIs

No OAuth configuration, webhook endpoints, or invoice schema parsing required

Auto-generated reports

Redbird can pull from Slack and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Slack or Xero.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Slack into Xero, or from Xero back into Slack. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Slack or Xero and take action in either system with full context.

Slack
Triggers & Actions
Trigger

Message posted to channel

Trigger when a message is posted to a specific channel or matches keywords like 'invoice' or 'expense'.

Trigger

File uploaded to channel

Trigger when a PDF, image, or other file is shared in a designated channel or thread.

Trigger

Emoji reaction added

Trigger when a specific emoji reaction is added to a message, useful for approvals or task marking.

Action

Send message to channel

Post a formatted message to a specific channel with financial data, links, or action buttons.

Action

Send direct message to user

Send a private DM to a specific user or group based on Xero data like expense submitter or invoice owner.

Action

Update channel topic

Modify a channel's topic to display current financial metrics like month-to-date revenue or cash position.

Xero
Triggers & Actions
Trigger

Invoice created or updated

Trigger when a new invoice is created, sent to customer, paid, or marked overdue in Xero.

Trigger

Expense claim submitted

Trigger when an employee submits an expense claim for approval in Xero.

Trigger

Bank transaction imported

Trigger when new bank transactions appear in Xero bank feeds requiring reconciliation or categorization.

Action

Create bill or invoice

Create a new bill from a supplier or invoice for a customer with line items, tax rates, and due dates.

Action

Approve or reject expense

Update an expense claim status to approved or rejected based on Slack channel activity or manager input.

Action

Add contact or update details

Create a new customer or supplier contact in Xero or update existing contact information from Slack data.

Slack
+
Xero

Ready to connect your stack?

Sync Slack with Xero in minutes and stop switching between finance software and team channels. Get real-time accounting alerts, streamline expense approvals, and keep your team informed without manual updates.

Get started → Book a demo