I'm completely new to AI. Where do I start?
A plain-language introduction to AI assistants, agents, MCP and skills, with a simple path to your first xpnAi conversation.
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Ideas, updates and practical workflows.
More ways to put the building blocks to work.
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Getting connected
Connect xpnAi to Claude
Connect Claude to your xpnAi Workspace, verify your Xero organisations and start your first finance conversation.
Connect xpnAi to GrokBot
Set up a supported GrokBot connection to xpnAi, verify Workspace access and ask your first Xero finance question.
Connect xpnAi to OpenAI Codex
Give Codex access to your xpnAi Workspace and verify the connection before building reports or preparing finance work.
Workflow examples
Set up an accrual for an expected bill
Prepare an evidence-based accrual for a bill that has not arrived, including the reversal and checks against costs already booked.
Align your chart of accounts across multiple Xero files
Compare Xero charts of accounts, agree a per-organisation mapping and apply specific changes with a clear before-and-after record.
Create a finance dashboard from your Xero data
Use xpnAi with your assistant to build a finance dashboard with clear definitions, monthly trends and traceable supporting data.
Set up deferred revenue journals for specific invoices
Turn selected Xero invoices into a reviewable deferred-revenue plan with source evidence, monthly releases and draft journals.
Perform flux analysis with transaction-level callouts
Explain period-on-period account movements with xpnAi, linking the largest variances to specific transactions and unresolved questions.
Create intercompany transfers with bill/invoice pairs
Use xpnAi to prepare a linked sales invoice and supplier bill across two Xero organisations, with matching charges and a reviewable approval process.
Set up prepayments for specific bills
Prepare a prepaid-expense schedule from a Xero bill, with the coverage period, monthly releases and source tracking ready for review.