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ClickRuntime

Connect Slack to Xero

Cash collection and spending approvals are team work. Bringing Xero into Slack puts overdue invoices in front of the people who chase them, and lets someone approve a bill or invoice with one click instead of logging in to Xero.
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Ideas

What you can do with Slack and Xero

Overdue invoice lists, bill approvals and draft invoices confirmed in Slack. These are ready-made starting points. Anything else you can describe works too.
On a schedule

Post overdue Xero invoices to Slack every weekday

Every weekday morning, your finance channel sees unpaid Xero invoices grouped by how late they are, with totals for each group.

See how it works
Every 15 minutesAI

Approve supplier invoices in Slack before they go into Xero

New supplier invoices are read and posted to Slack with Approve and Reject buttons, and approved ones become bills in Xero.

See how it works
The moment it happens

Draft a Xero invoice for each won deal and approve it in Slack

When a deal is won or an order arrives, a draft Xero invoice is created and posted to Slack, where one click approves it.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Slack and Xero, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Slack and Xero automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Slack and Xero in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Only allow approvals from people listed in my approvers list, and only for bills under $10,000.

Each Monday, post receivables ageing in buckets (0 to 30, 31 to 60, over 60 days) with totals.

Use cases

Why people connect Slack and Xero

How the two apps work together

  • A check every few minutes reads Xero for new or changed invoices, bills and payments.
  • The script posts details to Slack channels and remembers what it has posted.
  • Approvals or commands in Slack are read on the next check and update Xero.

  • Finance leads approving bills

    Draft supplier bills are posted to Slack for approval before they are approved in Xero. Spend is checked.

  • Founders hearing about payments

    Paid invoices are posted to #finance. The team sees money arriving.

  • Collections teams tracking overdue

    A daily list of overdue Xero invoices goes to Slack. Follow-up is shared.

  • Managers creating invoices quickly

    A message in Slack with client and amount creates a draft Xero invoice. Billing does not wait.

More apps

Slack, Xero and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Approved bills log

After a bill is approved in Slack and Xero, add it to my Google Sheet.

Reminders after approval

Post overdue Xero invoices to #collections and email reminders from Gmail when someone reacts with a checkmark.

Stripe payouts check

Post to #finance if a Stripe payout is not reconciled in Xero within 3 days.

Setup

Connect Slack and Xero once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Slack

Team chat

  1. At api.slack.com/apps, create a new app from scratch in your workspace.
  2. Under OAuth & Permissions, add the bot scopes the automation needs, such as chat:write, channels:read and channels:history.
  3. In the ClickRuntime dashboard, open Connections, choose Slack and enter your app's details, then install it to your workspace.
  4. In each channel the automation should use, type /invite @your-app-name.

Xero

Accounting

  1. At developer.xero.com/app/manage, create a new Web app and set the redirect URI to https://clickruntime.com/oauth/callback.
  2. Copy the Client ID and generate a client secret.
  3. In the ClickRuntime dashboard, open Connections, choose Xero, enter the Client ID and secret, then authorize with scopes such as offline_access, accounting.transactions, accounting.contacts and accounting.settings.read and select your organisation.
  4. If you use a Xero Custom Connection instead, pick that app type, select the organisation and scopes, and enter its credentials the same way.

FAQ

Questions about connecting Slack and Xero

Can anyone in the channel approve?
You decide. The approval step can check who clicked and only accept people you've listed.
What happens in Xero when I click Approve?
The draft bill or invoice is moved to Awaiting Payment (authorised), exactly as if you'd approved it in Xero.
Which Slack app posts the messages?
Simple alerts use the Slack notifications you connect once in your ClickRuntime dashboard. Approval buttons use your workspace's own Slack app.
Does it work with multiple Xero organisations?
Yes. Connect each organisation and say which one each automation uses.
Does it need Xero admin rights?
It needs access to the Xero organisation with permission to read, and to create or approve if you want those actions.
Can it post invoices from a specific contact group?
Yes. It can filter by contact group, amount or status.
Is the data in Slack secure?
It is visible to members of the channel. Use a private channel for finance details.

Related pages

Keep exploring

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