Integrations/Xero

Control what your AI agents do in Xero.

Let your team build AI agents for Xero. Bollard AI controls what each one can do, and money stays off by default.

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Xero
Bookkeeping Agent
Invoices Area of the booksOffReadFull use
Bank transactions Area of the booksOffReadFull use
Reports Profit & Loss, Balance SheetOffReadFull use
Create and delete payments
What agents can do

Set what each agent can do in every area of your books.

Each area of your accounts, like invoices, contacts, or the bank feed, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can’t open that area or see what’s in it.
Read
Read-only
The agent can read records in that area, like viewing invoices, contacts, or the bank feed. It can’t change anything.
Full use
Create and update
The agent can create and update records in that area, like raising an invoice or adding a contact.

Some actions stay off until explicitly turned on

Each one moves money, rewrites the structure of your accounts, or exposes whole-company figures, so it could override the limits set on individual areas.

Recording, creating, or deleting paymentsEditing or deleting the chart of accountsPulling whole-company reports like Profit and Loss and the Balance Sheet
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company’s Xero organisation a single time. Bollard AI lays out the areas of your accounts, and any area you don’t allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

A bookkeeping agent.

A bookkeeping agent can raise invoices and keep contacts tidy, but it can’t move money or read the company’s figures.

Invoices Area of the booksOffReadFull use
Contacts Area of the booksOffReadFull use
Reports Profit & Loss, Balance SheetOffReadFull use

Manage access

ALLOWEDBookkeeping Agent raised an invoice in Invoices
ALLOWEDBookkeeping Agent added a customer in Contacts
BLOCKEDBookkeeping Agent tried to pull the Profit and Loss report, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Xero, so they never hold your Xero keys and never reach Xero directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Xero. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and money is held back on top of that. An agent gets in only where you’ve allowed it, and anything Bollard AI doesn’t recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Xero keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which area of the books, and the decision. The record is readable and can’t be edited after the fact.

Questions

Xero, answered.

Does connecting Xero hand Bollard AI your whole accounts?+
Only the areas you allow. An admin connects your Xero organisation, and you decide which areas, like invoices or contacts, each agent can reach. Bollard AI doesn’t browse or copy your accounts. It sits in front of them and checks every request the agents make, passing or blocking each one.
Can an agent move money or pay invoices in Xero?+
Not unless you turn it on. Recording payments, and creating or deleting them, are held off by default. An agent can keep your invoices and contacts tidy without ever moving money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Xero keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It’s never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it’s not allowed to do?+
Bollard AI blocks the request before it reaches Xero, and the blocked attempt lands in the activity record with the reason.
How do we connect Xero?+
An admin connects your Xero organisation once. Bollard AI seals the connection and lays out the areas of your accounts to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team’s agents to work in Xero, without the risk.

We’re onboarding our first development partners now. Tell us about your setup and we’ll be in touch.

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