Xero + Microsoft 365: Real-time financial intelligence, right where you work

As a small business owner or an advisor, you likely often find yourself creating a presentation or report where you need to include key financial performance data. Today, you’re probably navigating between building out a forecast in Excel, clicking over to Word to draft the report, and then back into Xero to copy data into your documents. It can feel time-consuming and stressful, and there’s room for error and losing financial context when you’re switching between tools. 

Now, Xero is changing the canvas for how you work across these tools with a new Microsoft 365 integration. This integration will bring the live Xero data millions of small businesses and their advisors rely on and JAX’s financial intelligence directly into the tools they are using every day.

Get answers and act, without leaving your tools

At launch, JAX, Xero’s AI finance partner, will enable actions within Microsoft 365 Copilot to answer your financial questions, surface customized insights and take action, all grounded in real-time Xero data.

This lays the foundation for bringing the integration to more of the Microsoft 365 apps you use most:

• Copilot Chat: You’ll be able to ask Copilot who your top customers are, which invoices are overdue, or how your cash flow is tracking. JAX will surface answers through text summaries and action confirmations, with direct links back into Xero to quickly execute tasks like sending payment reminders.
• Excel: Live Xero data will flow directly into your spreadsheets as structured tables: no more CSV exports or manual cleanup. Multi-quarter P&L breakdowns and overdue invoice lists are ready instantly, giving you a real-time source of truth for forecasts and trend models.
• Word: Generate real-time financial summaries with live Xero data directly inside your document. Board reports and loan applications no longer require manually copying and reformatting numbers from Xero.
• PowerPoint: Automatically generate slides with native charts, revenue trends, and key metrics pulled straight from Xero, such as including top five customers by revenue or year-over-year growth. You’ll no longer need to build charts manually.

We plan to expand the integration to additional Microsoft 365 apps, including Outlook and Teams, in the months ahead. Learn more about the integration here.

Built on Xero’s commitment to Accountable Intelligence

In line with Xero’s responsible data use commitments, data responsibility is foundational to the partnership. Your data stays yours. Financial information shared between platforms is used solely for your session and never to train Copilot AI models.

This integration is powered by Xero OS, the AI-native financial operating system built for small businesses and their accountants. At its core is JAX, Xero’s AI finance partner, delivers actionable insights and handles complex workflows with you in control every step of the way. All of Xero’s AI is grounded in its commitment to Accountable Intelligence.