Dytto + Xero

Dytto works alongside your Xero data to keep your team on top of client work. Your numbers stay in Xero. Dytto handles the context, follow-ups, and busywork around them.

Once connected, Dytto reads your Xero data in real time and bases every answer, draft, and summary on it. There's no re-keying and no separate copy of your books to maintain. When you want to act, Dytto writes back to Xero, always with your approval.

What Dytto can see in Xero

• Contacts (customers and suppliers)
• Invoices, bills, credit notes, quotes, and purchase orders
• Payments and bank transactions.
• Manual journals and the chart of accounts
• Tax rates, tracking categories, and items
• Repeating invoices, batch payments, overpayments, and prepayments
• Organisation settings and record history
• Key financial reports: balance sheet, profit & loss, trial balance, aged payables and receivables, and budget summary
• Attachments on the above

What that lets you do

• Ask client-specific questions and get answers based on live Xero figures you can trace back to the ledger.
• Draft emails and updates that already reference the right balances, invoices, and dates, with no copy-pasting from Xero.
• Spot what needs attention, such as overdue receivables or unreconciled items, without opening every report.
• Take real action, with approval. Raise and email a sales invoice, enter a supplier bill, record a payment, post a credit note, send a quote, add a purchase order, log a bank transaction or transfer, or update the chart of accounts and manual journals. You approve every one before it posts.

How your Xero data is shared

• We use your Xero data only inside your firm's own Dytto workspace, combined with data from your other connected tools to build each client's full picture.
• The AI models process it to generate answers and drafts. We never use it to train them.
• We never share it outside your firm, and we never sell it.

Dytto + Xero Practice Manager

Dytto also connects to Xero Practice Manager (XPM), so your firm's own workflow sits next to the numbers.

What Dytto can see in XPM

• Clients and client contacts
• Jobs, including tasks, notes, costs, and status
• Time entries
• Quotes: current, draft, and past
• Staff assigned to a job
• Practice invoices, including drafts and payments

What that lets you do

• Manage clients. Create, update, and archive clients and their contacts.
• Run jobs from the chat. Create jobs from your job templates or from scratch, add tasks and notes, log costs, and move a job's status forward.
• Raise a quote straight from a job, without opening XPM.
• Log and update time entries as you go, or catch up at the end of the day.
• See what you've billed. Ask what's invoiced on a job, what's still in draft, and which invoices are unpaid.
• Upload documents straight to a client or a job.

Staff records and practice invoices are read-only. Dytto doesn't edit those yet.