Look up an invoice
Ask for an invoice by number or by customer. Toby returns the status and what has been paid.
Xero Slack and Teams integrationA Xero assistant that works in Slack and Teams
Ask Toby about invoices, bank transactions and contacts in Xero, in the channel where your team already talks. It finds the record, explains it and answers in the thread. Toby asks before anything goes out under your name.
2,000 free credits, no card needed, $25 a month after that.
What Toby does with Xero
Check the bank account
Ask what came in yesterday or what went out last week, without opening Xero.
Find a contact or a bill
Ask who a supplier is, or whether a bill from them has been entered yet.
Read a report in plain words
Ask for profit and loss or aged receivables for a period. Toby gives you the short version and the lines that moved.
Draft an invoice
Describe the job and the customer. Toby shows you the draft and creates it in Xero after you press Approve.
Weekly finance round-up
Each Monday Toby posts what was invoiced, what is still unpaid and what moved in the bank.
Jobs that span tools
Connect two tools and Toby can work across both in one thread.
Before a renewal call
Toby lists the customer's open invoices from Xero next to the contact and company record from HubSpot.
Xero and HubSpot
Answer a payment question
A customer emails about an invoice. Toby finds it in Xero and drafts the reply in Outlook for you to review.
Xero and Outlook
Month-end summary
Toby writes the month's finance summary from Xero into the month-end page in Notion.
Xero and NotionXero in Slack and in Teams
Mention Toby in any channel it has joined.
Slack
Dana
@Toby show me the invoices for Harbour Street Cafe.
TobyAPP
There are two. INV-0412 is awaiting payment and INV-0398 is paid.
Sam
@Toby draft an invoice to Bayside Fitout for the shopfront repaint, due in 14 days.
TobyAPP
Here is the draft for Bayside Fitout. Create it in Xero?
Create draft invoice for Bayside FitoutApproveReject
TobyAPP
Draft invoice created in Xero. It has not been sent.
Example thread. Names and figures are made up.
Microsoft Teams
Priya
@Toby what came into the bank account yesterday?
Toby
Two deposits. One from Bayside Fitout and one from Corner Hardware.
Dana
@Toby show me the invoices for Lakeside Dental.
Toby
I cannot find any invoices for Lakeside Dental in Xero. Check the name, or give me an invoice number.
Example thread. Names and figures are made up.
How to connect Xero to Toby
Toby works the same way in Slack and in Microsoft Teams.
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 name and approve every tool connection yourself before Toby can use it.
Ask it something
Try “show me this month's invoices” in a channel Toby is in.
What the Xero integration costs
2,000 free credits, no card needed, then $25 a month.
Every plan includes every connection, so Xero costs nothing extra. All plans draw on one credit pool, and nobody pays per seat.
Full tiers are on the pricing page. You need your own Xero subscription.
Xero and Toby: common questions
Do I use Toby inside Xero?
No. You ask in a Slack or Teams channel and Toby answers in the thread. Nobody has to log in to Xero for a quick lookup.
What can Toby do with Xero?
It reads invoices, bank transactions, contacts and bills, summarises reports and posts a weekly round-up. It creates a draft invoice only after you approve it.
Does Toby replace my bookkeeper?
No. Toby saves the lookups and the round-ups. Your bookkeeper or accountant still decides what is correct and signs off.
Can I disconnect Xero?
Yes. You can remove a channel, disconnect a tool, or take Toby out entirely from the dashboard whenever you want.
How much does the Xero connection cost?
Nothing extra. Every plan includes every connection. You start with 2,000 free credits and no card, and Starter is $25 a month for the whole workspace.
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