Xero is teaming up with Anthropic in a multi-year deal that will enable small businesses to use Claude for financial analysis and workflow tasks.
The partnership will bring Claude into Xero’s platform while also making Xero’s financial data and tools available through Claude.ai.
This is intended to help small businesses and their accounting and bookkeeping advisors get real-time insights and act on them more easily.
Within Xero, Claude will support automation across accounting, payroll and payments.
Customers will also be able to use Xero financial data and insights in Claude.ai for analysis and planning, including scenario testing and follow-up actions.
Any financial information shared between the two services will only be used for the user’s specific session and will not be used to train Anthropic’s AI models.
As part of the agreement, Xero’s engineering teams will also use Claude Code and Cowork to support product development.
Claude-powered insights in Xero and the Claude.ai integration are expected to become available in the coming months.
Diya Jolly, Chief Product & Technology Officer, Xero said,
“Small businesses and advisors don’t just need data; they need a digital partner that acts on it. Integrating Claude moves Xero into agentic workflows, where Xero’s AI superagent, JAX (Just Ask Xero), does the heavy lifting, from predicting cash flow gaps to executing complex financial tasks.
Crucially, this trusted intelligence isn’t locked into one platform; it follows the user securely wherever they choose to work, empowering advisor collaboration. By shifting the admin burden to a team of agents orchestrated by JAX, we’re giving our customers time back and providing them with clarity so they can make informed decisions and focus on the future.”
Chris Ciauri, Managing Director of International, Anthropic, said,
“Claude brings a reasoning layer to that foundation. Now, instead of spending hours trying to make sense of their financials on top of everything else it takes to run a business, customers get clear answers and recommended actions in real time.
This provides small businesses and their advisors with the kind of financial intelligence that used to require a dedicated analyst or CFO.”
Featured image: Edited by Fintech News Singapore, based on image by user4894991 via Freepik
