Xero, a global small business platform, has announced an integration with Microsoft 365, bringing real-time financial data in Xero to small businesses and accountants wherever they choose to work. At launch, JAX, Xero’s AI financial 'superagent,' will enable actions within Microsoft 365 Copilot to answer businesses’ financial questions and surface customized insights. This lays the foundation for expanded capabilities across any Microsoft 365 app, including building forecasts in Excel and drafting reports and presentations in Word and PowerPoint, all grounded in live data from Xero.
“Business owners are constantly switching between tools and losing financial context when they are working outside of Xero. Bringing JAX into the Microsoft ecosystem is another major milestone in our push to remove operational complexity for our customers,” said Diya Jolly, Chief Product and Technology Officer at Xero. “Whether you're forecasting in Excel or building a pitch in PowerPoint, Copilot can instantly surface the insights behind your business’s financial health, with a clear, seamless path back to Xero as the source of truth and destination for deeper work.”
With every interaction connecting back to Xero, this integration will change the canvas for how small businesses and accountants can work across Xero and the Microsoft 365 apps they already use, enabling them to:
Xero serves as the destination for deeper work and completing key financial workflows, whether that’s through clickable links in Copilot Chat, hyperlinks in Word and PowerPoint, or Xero URLs alongside data in Excel. Xero plans to expand the integration to include additional Microsoft 365 apps like Outlook, Teams, and more.
“With financial intelligence from Xero accessible in Microsoft 365, Xero customers will have real-time, data-backed insights right in the apps they already use every day,” said Bryan Allen, Director of Product Marketing, Microsoft 365 Copilot at Microsoft. “In today’s dynamic business environment, we look forward to seeing this integration deliver new levels of operational efficiency for small businesses and accountants around the world.”
In line with Xero’s responsible data use commitments, data responsibility is foundational to the partnership. Financial data shared between the platforms is used solely for the user's specific session — proprietary business data is never used to train Copilot AI models.
Xero OS powers the AI-native financial operating system for small businesses and accountants in the agentic era including JAX, Xero’s financial 'superagent' delivering actionable insights and autonomous workflows with humans at the helm. All of Xero’s AI is grounded in its commitment to Accountable Intelligence.
Xero is a global small business platform that helps customers supercharge their business by bringing together the most important small business tools, including accounting, payroll and payments — on one platform. Xero’s powerful platform helps customers automate routine tasks, get timely insights, and connects them with their data, their apps, and their accountant or bookkeeper so they can focus on what really matters. Trusted by millions of small businesses and accountants and bookkeepers globally, Xero makes life better for people in small business, their advisors, and communities around the world. For further information, please visit xero.com.
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