Xero integration for Rig
The easiest way to connect Xero to Claude and other AI tools
Xero is a cloud accounting platform that tracks invoices, bills, bank transactions and the general ledger for small and mid-sized businesses.
What Rig syncs from Xero
Once connected, Rig models these objects so questions resolve to the right tables and joins:
- Invoices
- Bills
- Bank transactions
- Contacts
- Accounts
- Payments
- Credit notes
- Manual journals
How Xero connects to Rig
Rig Ingest syncs your Xero invoices, bills, bank transactions and ledger accounts into your warehouse on a schedule. Rig models the chart of accounts and contacts so cash, revenue and reconciliation questions resolve correctly.
Monitor cash position and bank movements
Your cash position is the balance across bank accounts plus the timing of money in and out. Rig reads Xero bank transactions and payments, so you can see cash movement by account and period, and understand what is driving the balance up or down.
- What is our current cash balance across all bank accounts?
- Show net cash movement by month this year
- Which transactions moved the most cash last month?
Manage receivables and customer payment behaviour
Accounts receivable is the value of unpaid customer invoices in Xero. Rig joins invoices, payments and credit notes, so you can see total outstanding, ageing buckets and which contacts consistently pay late.
- What is total accounts receivable and how is it aged?
- Which customers are slowest to pay their invoices?
- Show invoices outstanding more than 45 days
Analyse revenue and expenses by account
Xero records revenue and expenses against a chart of accounts through invoices, bills and journals. Rig models those postings, so you can report income and cost by account, compare periods and trace any figure back to its source transactions.
- Show revenue by account for the last quarter
- Which expense accounts increased most this year?
- What were total credit notes issued by month?
Ask your Xero data in Claude, ChatGPT or Cursor
Rig serves your Xero data to AI assistants over MCP. Once Xero is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.
Frequently asked questions
- What Xero data does Rig sync?
- Invoices, bills, bank transactions, contacts, the chart of accounts, payments, credit notes and manual journals.
- Can Rig report on cash and receivables from Xero?
- Yes. Rig models bank transactions, invoices and payments, so cash position, AR ageing and revenue questions are answered in plain English.
- Can I query Xero data in Claude or ChatGPT?
- Yes. Once Xero is synced to your warehouse, Rig serves it to Claude, ChatGPT, Cursor and other AI tools over MCP.
- How often does Xero data refresh?
- Rig Ingest syncs on a schedule you set and tracks schema changes automatically.
Related integrations
Connect Xero data to AI tools like Claude
Rig builds a governed context layer over your data so every team, and every AI tool, asks questions and gets answers they can trust.