When to use
- You keep your books in Xero and want to know who owes you money, what's overdue, and how the business did last month without opening the dashboard or building a report.
- You want the follow-up reminder for an overdue invoice drafted for you, in a tone that's firm but courteous — not written from scratch each time.
- You want the AI to prepare the reminder but you approve before it goes out.
What it does
Bundles two pieces that reinforce each other, in one install:
- Xero (the connector) reads your invoices, aged receivables, payments, contacts, and reports (P&L, balance sheet, trial balance) — the real state of your books, in plain words.
- Internal Comms (the skill) drafts the payment reminder in the right tone — firm but courteous — and flags when a case is sensitive enough to need human review instead of an automated nudge.
A real example: it's the end of the month and you want to close out receivables before running payroll. You ask "which invoices are overdue, and draft a reminder for each client?". Xero lists the overdue invoices with the amount and days late, Internal Comms drafts a distinct reminder for each client referencing their invoice, and shows them to you. You review, tweak, approve, and send. What used to be exporting a report and writing three awkward emails is five minutes.
How to use
- Install the Plugin and connect Xero with a Custom Connection (Client ID + Secret from your Xero developer account).
- Ask: "who owes me money and what's overdue?" or "how did we do last month?".
- Ask "draft a reminder for each overdue invoice" — review the messages, you approve, and send them through whatever channel you use.
Why the bundle works
Xero alone shows you the numbers, but then you have to write each reminder by hand — the part that gets put off until it's genuinely late. Internal Comms alone drafts messages, but doesn't know who owes you or by how much. Together they close the loop: the AI reads the books, writes the reminder in the right tone, and leaves it ready — with your OK before anything sends.
Limits
- It doesn't move money or file anything: it doesn't record payments, e-file taxes, or send reminders on its own — it reads the books and drafts; you decide and send.
- It reflects only what's in Xero — cash, other processors, or off-books transactions are outside its view.
- This Plugin is not a tax-filing tool. It does not prepare or file 1099s, W-9s, W-2s, or payroll tax filings, and it does not connect to QuickBooks, Odoo, or TaxBandits — none of those has an official, installable connector in the catalog today.
- It doesn't replace your accountant; for filings and formal tax positions, get professional review.
- Requires connecting your Xero account; it only sees what that account's Custom Connection allows.