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Finance

Connect Xero to OpenTag

Read accounting records and prepare draft invoices, quotes and journals.

Slack Marketplace approvedBacked byY Combinator
Connect XeroRead the integration guide

OpenTag + Xero

Put Xero to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your Xero connection, then brings the result back to the channel or DM where the work started.

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

  1. 1

    Choose Xero

    Open Integrations in OpenTag, select Xero, and authorise the account you want to use.

  2. 2

    Review access

    Check the sharing and read or write choices shown for that account before completing the connection.

  3. 3

    Start the work

    Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

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