Connect the Xero account you want Strawberry to work in. It can retrieve the organisation, list accounts, list bank transactions, list contacts, list invoices, retrieve an invoice, list inventory items, create a contact, create an invoice, update an invoice, and create a payment. Bring the accounting records that need a traceable finance decision into the review.
01
A finance question needs the ledger context behind it.
An invoice total alone cannot explain its status, customer, account coding, or whether a related bank transaction exists. Strawberry can retrieve the relevant Xero records and prepare a traceable review.
02
The operating picture spans more than invoices.
Xero can provide the chart of accounts, bank transactions, contacts, invoices, inventory items, and organisation context. Strawberry can organise that permitted data into a specific finance brief.
03
Financial writes need an explicit check.
Native Xero operations can create contacts, invoices, and payments, and update invoices.
Strawberry should prepare every amount, contact, invoice field, and destination for a finance approver before a write is performed.
04
Month-end becomes safer when the review is consistent.
Store a read-only Xero close-review skill that brings the selected invoices and bank-transaction exceptions to the finance owner without creating or changing records.
Xero Strawberry