It knows your Xero contacts
A customer ringing from a number on their Xero contact record is recognised, so the call starts from who they are rather than from the beginning.
Accounting and getting paid
An AI receptionist
for Xero
"I just want to check what I owe" is a two-minute call that costs you twenty, because it always arrives while you are doing something else.
An AI receptionist connected to Xero. It recognises customers from your Xero contacts, answers what they owe on the phone, and can ring the invoices that have gone overdue. Every call noted against the invoice.
What it does with Xero
It answers what they owe
On the call. Not "someone will email that through", which is how a simple question becomes three more.
It rings the overdue ones
Switched on, it will chase invoices that have gone past due, politely and consistently, which is the part everybody hates doing.
It notes the call on the invoice
So the next person to look knows the conversation happened and what was said.
What it will not do
Worth knowing before you buy rather than after. Every connection has edges, and pretending otherwise only moves the disappointment later.
Account access is scoped by the number the person is ringing from. An invoice number spoken down the phone does not, on its own, unlock an account.
It answers what is owed. It does not take a payment as part of that answer unless payment is separately set up.
It never discusses one customer’s account with another caller, however plausibly they ask.
Questions
How does it know the caller is really that customer?
By the number they are ringing from, matched against your Xero contacts. A spoken invoice number is not treated as proof of identity on its own, which is deliberate.
Can it chase overdue invoices?
Yes, when you switch that on. It rings the overdue list and notes each call against the invoice.
Does it change anything in Xero?
It notes calls. It does not edit invoices or reconcile anything.
Put it on your line
Keep your number. The setup is done with you, and your Xero connection is tested on your own account before a single real caller reaches it.