Xero, the global small business platform, has announced a live integration with Claude, an AI platform by Anthropic, enabling small businesses in Singapore and worldwide to access real-time financial insights. This integration allows users to bring their financial data into Claude conversations, facilitating better decision-making without the need to switch tools.
The integration offers several key benefits. Users can now reference financial insights such as cash position, overdue invoices, and profit tracking directly within Claude. This seamless access to financial data supports strategic decision-making by providing live data rather than static exports. Additionally, insights generated in Claude link back to Xero, allowing users to undertake follow-up actions like reviewing detailed reports or invoices.
Diya Jolly, Chief Product and Technology Officer at Xero, highlighted the significance of this development: “AI is rapidly becoming an integral part of our customers’ workspace, and to be effective, that workspace requires Xero’s trusted financial intelligence as its foundation.”
The integration builds on a multi-year partnership between Xero and Anthropic, announced in March. It underscores Xero’s commitment to responsible data use, ensuring that financial data shared between platforms is used solely for the user’s specific session and not for training AI models.
This advancement further extends the capabilities of Xero OS, providing a trusted financial system for the agentic era. It represents a significant step in Xero’s mission to empower small businesses with AI-driven financial intelligence.
