🔗 Integration Details

Autohive integrates directly with the Xero API to provide real-time, bidirectional data access. Unlike traditional integrations that rely on slow, periodic batch syncs, Autohive operates on an event-driven model. This means your financial data is updated instantly whenever a workflow or AI agent triggers a specific action.

🔒 Connection & Security

• 🔑 OAuth 2.0 Authentication: Authenticate directly with Xero via industry-standard OAuth 2.0, granting Autohive secure, token-based access without sharing your login credentials.
• 🎯 Granular Permissions: Only the specific scopes needed are requested — such as accounting transactions for invoicing or accounting reports for financial analysis.
• 🏢 Multi-Tenant Support: Seamlessly switch between different Xero organizations (tenants) within a single Autohive workflow.

⚡ Data Synchronization & Automation

Autohive acts as an intelligent orchestration layer, pushing and pulling data between Xero and your other business systems (CRMs, Project Management tools, etc.) at the moment of need.

1. 🧾 Automated Invoicing & Billing (Accounts Receivable/Payable)

• 📤 Push: Generate Draft, Submitted, or Authorised sales invoices and purchase bills when a trigger occurs (e.g., a "Closed Won" deal in your CRM).
• 🔄 Sync: Automatically maps contact details, GL account codes, and tax rates to ensure compliance.
• 📥 Pull: Retrieve invoice statuses or download PDF invoices to pass to downstream steps such as email delivery via your connected mail app.

2. 📦 Procurement Workflows

• 🔁 Full Cycle Management: Supports the complete Purchase Order lifecycle — create, update, add notes, and delete POs programmatically.

3. 📊 Financial Intelligence & Reporting

• 📈 On-Demand Analysis: Fetch live financial reports including Profit & Loss, Balance Sheet, Aged Payables, and Trial Balance.
• 🔍 Contextual Data: Retrieve transaction history or bank transaction details to reconcile external data with your accounting records.

4. 📎 Document & Receipt Handling

• 📁 Binary File Transfer: Upload file attachments (PDFs, images) directly to invoices or bills in Xero — and retrieve or download existing attachments — ensuring source documents are always linked to the right financial record.

💡 Example Workflow

🤝 "The Automated Deal Closer"

1. ** Trigger**: A deal is marked "Closed" in your CRM.
2. Action 1: Autohive queries Xero (find contact by name) to check if the client exists.
3. Action 2: It retrieves the contact ID to use in subsequent steps.
4. Action 3: Autohive runs create sales invoice in Xero, populating line items from the CRM deal data.
5. Action 4: It runs get invoice PDF and passes it to your mail app to send the official invoice to the customer.