What you can ask across your Xero organisations
Ask about reports, invoices, bills, debtors and payments in a conversation with your assistant. Reads come from Xero when asked. Proposed changes wait for human approval.
Questions for a group finance team
Compare Profit and Loss or Balance Sheet reports side by side for up to 30 organisations that share a base currency with get_xero_group_report. Ask which customers have overdue balances using get_xero_outstanding_receivables. These are comparative reads, not consolidated accounts: there are no intercompany eliminations or account mapping.
Drill into the underlying records
List invoices and bills, then inspect an individual invoice with get_xero_invoice for its line details. Review recorded payments with list_xero_payments. For example: "Show the line items on invoice INV-1048 in Acme Holdings" or "Which customer balances are overdue in our NZ entities?"
Prepare changes for review
Ask the assistant to draft an invoice or manual journal. Those write tools create a pending change for approval; they do not directly post the proposed change to Xero. For example: "Draft an invoice for Meridian Ltd for $3,500 plus GST in Acme Consulting, due in 20 days." Payment records can also be drafted, but Invio does not move money.
Connect organisations one at a time
On Xero's consent screen, choose one organisation from the list. To add another, return to Invio and choose "Connect another". Your assistant can then work with the organisations authorised to your connector. It can list organisation names, types and authorisation details; it does not expose tenant IDs, base currencies or financial year ends through that list.