AI Finance Assistant · Microsoft Teams + Xero

Your Xero, fully accessible — straight from Teams.

MoravaSoft's AI assistant connects Microsoft Teams directly to Xero. Ask questions, raise invoices, log expenses — all through natural conversation, without opening a browser.

Request a Demo See How It Works

Eva

● Available

📞 ⋮

Today

Create an invoice for $4,500 to Hargreavess Ltd. for prototype design.

09:14

📋 New Invoice — please confirm

CompanyHargreavess Ltd

DescriptionPrototype design

Amount$4,500.00

Due Date14 May 2026

09:14

Confirm

09:15

INV0032 has been created.

09:15

The Process

From message to Xero action — in seconds

No Xero portal to open. No forms to fill in. Ask a question, raise an invoice, or log an expense — just type in Teams and the assistant handles it.

Open Teams

The assistant runs inside Microsoft Teams as a bot. No new software, no separate login — open the chat and start typing.

Describe the Task

Type what you need: an invoice for a client, or an expense to record. Use plain language — no special format or commands required.

AI Understands

The assistant extracts the details — client, amount, date, account code — and prepares the Xero record, ready for your review.

You Confirm

The assistant shows you a summary of what it will create. You approve with a single reply — or ask it to adjust any detail first.

Saved in Xero ✓

The invoice or expense is created directly in your Xero organisation via the API. You get a confirmation with the Xero reference number.

Your Always-On Finance Assistant

One chat. Your entire Xero. Always within reach.

Before, any Xero task meant stopping what you were doing, opening a browser, logging in, and navigating to the right screen. Whether you wanted to check an invoice, log an expense, or answer a quick financial question — each one pulled you away from your work.

With MoravaSoft, your Xero is always one message away. The assistant is permanently connected to your Xero organisation via a secure API. Ask it a question or give it an action to carry out — it responds in seconds, without you ever leaving Teams.

🕐

Available whenever you need it

On-site with a client, travelling, or working late — the assistant is always ready. Raise an invoice or log an expense the moment it happens, not when you're back at your desk.

🔗

Writes directly to Xero

Every invoice and expense is created via the Xero API in real time. The record appears in your Xero organisation immediately — no sync, no import, no delay.

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Natural language, any language

Type in English, Czech, or Dutch — or switch mid-conversation. The assistant detects your language automatically. No commands to learn, no rigid format to follow.

✅

Always confirms before saving

The assistant shows you what it will create and waits for your approval. You stay in control — nothing is written to Xero without your explicit confirmation.

What It Does

Built on Xero. Used from Teams.

The assistant can query your Xero data and take actions on your behalf. Right now it focuses on invoice creation and expense logging — the two tasks that interrupt most working days. More Xero capabilities are on the way.

🧾

Invoice Creation

Raise a Xero Invoice by Chat

Create a sales invoice by typing the contact name, amount, and due date — the assistant fills in the rest
Specify line items, quantities, and account codes conversationally in a follow-up message
Choose Draft or Approved status — both are supported via the Xero Invoices API
Send the invoice to your Xero contact's email directly from the Teams chat
Look up any existing invoice in Xero by contact name or invoice number

Sample Interactions

💬"Invoice Hargreavess Ltd $2,400, 30 days" → INV-0087 created in Xero

💬"Add line: 8hrs consulting at $300" → Line item added

💬"Send it to the contact" → Sent to [email protected]

💬"Show my draft invoices" → 3 drafts found in Xero

🧾

Expense Logging

Record an Expense in Xero by Chat

Log a spend money transaction by describing what you bought — amount, supplier, and date
Assign to a Xero account code and tracking category in the same message
The expense is saved to Xero as an unreconciled bank transaction via the Bank Transactions API
Review the summary before it is saved — adjust any field with a follow-up message
Query your logged expenses for any date range by simply asking

Sample Interactions

💬"Log $85 client lunch, charge to marketing" → EXP-0021 saved in Xero

💬"Supplier: Premier Inn, $240 hotel stay" → EXP-0022 created

💬"Assign to project Alpha" → Tracking category updated

💬"What did I expense this week?" → 3 expenses, total $397.50

Also available through the same assistant

Check invoice status View overdue receivables Look up contact balances Record supplier bills Query recent transactions Check account balances + more on request

Integrations

Works with Xero via Microsoft Teams

The MoravaSoft Finance Assistant connects securely to your existing Xero organisation — no new software, no data migration. Your team keeps working in Microsoft Teams like they always do.

Xero

Xero · Cloud Accounting & Finance

365

Microsoft 365

Azure AD · Your existing tenant

→

Microsoft Teams

Microsoft · Your daily workspace

Secure Xero API · OAuth 2.0 authentication · No financial data stored by MoravaSoft · API access scoped to invoices and bank transactions only · Works on any device with Teams

About Us

Small team. Big impact.

MoravaSoft is a software development company specialising in AI-powered automation for finance and accounting operations. We build assistants that let business owners and finance teams get things done in Xero through the tools they already use every day.

Our approach is simple: the best tool is the one already open on your screen. Microsoft Teams is where your organisation communicates. We put your Xero assistant right there — so raising an invoice or logging an expense takes one message, not a trip to the portal.

We work closely with each client to understand their workflows, configure the assistant to their Xero setup, and deliver something their team genuinely wants to use — from day one.

📍 Morava, Czech Republic · Founded 2026

24/7

Raise invoices and log expenses any time, from anywhere

New apps to install — runs in the Microsoft Teams you already have

Live

Records written directly to Xero via the API in real time

< 10s

From message to confirmed Xero record

Contact

Let's set up your demo

Tell us about your Xero setup — your company size and how your team currently handles invoicing and expenses. We'll tailor the demo to your situation and respond within one business day.

✉info@moravasoft.com

📍Morava, Czech Republic

🕐Mon–Fri, CET business hours