Finance Agent ยท Free week
Your free week, on your real books.
You just watched it work on demo books. Here is exactly what happens when it works on yours.
- You connect Xero, read only. Xero's own login, about 30 seconds. We never see your password, and the agent cannot change or send anything in Xero.
- It reads your invoices and contacts straight away. In about a minute you see the first pass on your own screen: who owes you what, how overdue, and the chase messages drafted for your say so.
- It works your books for a week. Nothing goes to a customer until you approve it. No card, no contract.
- Then it drops off by itself. The connection ends at the end of the week. Walk away sooner and we delete the lot.
Connect Xero, read only
Read only access to invoices, contacts and settings. Encrypted on our side. You can disconnect any time from Xero's connected apps.
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