Look up an invoice
Ask for an invoice by number or by customer. Toby returns the status and what has been paid.
AI for accountants that reads Xero and answers in the thread
AI for accountants should save the lookups and leave the judgement alone. Toby is an AI coworker in Slack and Microsoft Teams. Ask about a client's invoices or bank transactions in Xero and it answers where your team is already talking. Your team still decides what is correct and signs off. Hosted in Australia.
Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.
What AI for accountants should take off the team
Each job reads from Xero or a connected tool and answers in the thread. Nobody opens Xero for a quick question.
Check the bank account
Ask what came in yesterday or what left the account last week, without opening Xero.
Weekly client round-up
Each Monday Toby posts what was invoiced, what is still unpaid and what moved in the bank.
Prepare for a client call
Toby lists the client's open invoices from Xero next to the contact and company record from HubSpot.
Reply to a payment question
A client emails about an invoice. Toby finds it in Xero and drafts the reply in Outlook for you to review.
A client question, answered in the channel
The question comes in. Toby looks it up in Xero, then drafts the reply for a person to approve.
Priya
@Toby show me the invoices for Wattle Florist.
Toby
There are two. INV-0305 is awaiting payment and INV-0291 is paid.
Dana
@Toby what came into the bank account yesterday?
Toby
One deposit, from Hawthorn Physio.
Priya
@Toby draft a reply to Wattle Florist about INV-0305.
Toby
Here is the draft: “Hi Jo, INV-0305 is still awaiting payment. Can you let us know when to expect it?” Add it as a draft in Outlook?
Draft reply to Wattle Florist
ApproveReject
Where AI for accountants stops: Toby reads, your team decides
Toby does not do the books. This is where the line sits.
| Toby does | Your team does |
|---|---|
| Looks up an invoice and says whether it is paid | Decides what is correct and signs off |
| Reads bank transactions and lists what came in | Decides what to do about them |
| Posts the Monday round-up in the channel | Decides what to tell the client |
| Drafts a reply for you to review | Approves it before anything goes out |
Answers where the team already talks
Most lookups are small. Is that invoice paid? Did the deposit land? They interrupt whoever has Xero open.
With Toby, anyone on the team asks in the channel and gets the answer in the thread. You need your own Xero subscription, and you sign in on Xero's own screen to connect it.
- Invoices and bank transactions from Xero
- Answers in the thread, in Slack or Teams
- Toby asks before anything goes out under your name
- You can disconnect Xero from the dashboard whenever you want
AI for accountants, priced for a shared workspace
One price for the firm
Start with 2,000 free credits. Starter is $25 a month after that, and nobody pays per seat.
Hosted in Australia
You choose which channels Toby can see. Toby works the same way in Slack and in Microsoft Teams.
Choose the model you want
Toby isn't tied to one model lab, so you pick the model that suits the job.
Connect Xero in four steps
Add Toby to Slack or Teams
Add Toby to your workspace and choose the channels it joins.
Pick Xero
Open the dashboard and choose Xero from the list of connections.
Sign in and allow access
Sign in on Xero's own screen and allow access. You approve every tool connection yourself.
Ask it something
Try “show me this month's invoices” in a channel Toby is in.
Common questions
Is Toby an AI accountant?
No. Toby saves the lookups and the round-ups. Your accountant still decides what is correct and signs off.
What can Toby read in Xero?
Invoices and bank transactions. Ask for an invoice by number or customer, or ask what came in yesterday, and Toby answers in the thread.
Can Toby do my clients' books or prepare a BAS?
No. Toby does not do the books and it does not prepare returns. It looks things up and posts round-ups for your team to use.
Do my staff need to log in to Xero to ask Toby?
No. They ask in a Slack or Teams channel and Toby answers in the thread. One person connects Xero on Xero's own screen.
Is there an AI assistant for accountants in Australia?
Toby is hosted in Australia and works with Xero. Start with 2,000 free credits, then Starter is $25 a month for the whole workspace.
What happens if Toby cannot find a record?
It tells you and asks for another name or detail. Check the name, or give it an invoice number.
Ask Toby about your first invoice.
Connect Xero, then ask a question in the channel. 2,000 free credits to start.
Start with 2,000 free credits. No card, no sales call. Starter is $25 a month after that.