Connect Xero to WhatsApp, Instagram, TikTok and AI Chat
Customers message you for things that live in Xero: a copy of last month’s invoice, what they still owe, whether their payment arrived, a price for 200 units. AeroChat answers those messages on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email by reading and writing your Xero organisation through Xero’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Xero and AeroChat
- Send invoice copies and balances in chat. AeroChat checks who is asking, finds the invoice in Xero and sends the link to view and pay it.
- Turn chat requests into Xero quotes. AeroChat collects the items and quantities, prices them from your Xero items and creates a draft quote for your team to approve.
- Take repeat orders as draft invoices. A regular customer orders in chat and the order lands in Xero as a draft invoice, ready for your team.
- Answer “did you get my payment?” AeroChat checks whether the invoice shows as paid in Xero and replies with the status and amount still due.
- Add new trade customers as Xero contacts. When a new customer gives their company details in chat, AeroChat creates the contact so nobody retypes it.
Works on every chat channel
Your customers message you wherever they already are. The same Xero connection and the same workflows run on every channel AeroChat supports, and Xero stays the record whichever one they use.
| Channel | What your customers can do |
|---|---|
| Message your WhatsApp Business number to get an invoice copy, check what they owe or confirm a payment arrived. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Xero’s public Accounting API. It reads contacts, invoices, payments and items, and it can create contacts, quotes and draft invoices. Each workflow uses only what its recipe asks for.
To connect, approve AeroChat’s access to your Xero organisation when AeroChat asks. Xero shows its own sign-in screen, where you pick the organisation and allow access. There is no key to copy. You can remove the connection at any time from the connected apps list in Xero.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Xero calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When a customer asks for a copy of an invoice or what they owe, match their phone number or email to a contact in Xero. If there is no match, ask for their company name and the email on their account, and only continue if it matches. Find their unpaid invoices and reply with each invoice number, due date and amount due, plus the link to view and pay it. If they ask for an older invoice, find it by number or month. Never share invoices with someone who does not match the contact. If they dispute an amount, hand the conversation to our accounts team.
Copy this into AeroChat
When a customer says they have paid, ask for the invoice number or the amount and date. Check the invoice in Xero. If it shows as paid, thank them and confirm. If it is still open, tell them payments can take a day or two to show and that our accounts team will check. Hand the conversation to the accounts team with the details. Never mark an invoice as paid.
Who uses it
Suppliers, distributors and wholesalers that run their accounts in Xero use it for the trade customers who message to order and to check their accounts. These recipes use Xero:
- B2B suppliers and distributors, for trade customers who message to order, ask for stock and check their accounts.
- Account and invoice questions
- Order placement
- Quote requests
- Order status and delivery
- Product and stock questions
What stays in Xero
Xero stays your record. Invoices, quotes, contacts and payments live there, and your team still approves quotes, sends statements, reconciles payments and chases overdue accounts.
AeroChat handles the conversation. It reads what Xero holds and writes only the drafts and contacts your recipe asks for. It never marks an invoice paid, changes a total or approves anything.
WhatsApp workflows that use Xero
These end-to-end WhatsApp workflows run with Xero behind them. See them all in the WhatsApp workflows library.
- WhatsApp B2B Ordering and Reorders Into Your ERP
- WhatsApp Invoice Copies and Balances From Your Accounts
- WhatsApp Payment Reminders Linked to Your Accounting System
- WhatsApp Quote Requests Turned Into Draft Quotes
Questions
Does AeroChat work with Xero?
Yes. AeroChat connects through Xero’s public API. You approve access to your Xero organisation and describe what you want in your own words.
Can customers get their Xero invoices on WhatsApp?
Yes. AeroChat matches the customer to their Xero contact, finds the invoice and sends the link to view, download and pay it in the same chat.
Do I need a developer?
No. You describe the workflow in your own words, approve access to Xero when asked, and switch it on. AeroChat builds the Xero connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Xero and try it
Paste the first recipe, approve access to Xero, and message your own number asking for your latest invoice.