Overview
Built for Xero and XPM. Ask questions. Understand your numbers. Get answers in seconds.
LogicGlue lets you ask questions about your financial data, practice performance, client workflows, and project metrics in plain English to get clear, useful answers.
LogicGlue connects securely to your Xero Accounting and Xero Practice Manager (XPM) accounts.
Built for accountants, bookkeepers, business owners, and finance teams, LogicGlue lets you ask questions directly about your Xero and XPM data. Quickly understand financial performance, cash flow, client jobs, work in progress, staff productivity, and key practice metrics without digging through complex reports or spreadsheets.
Turn your business and practice data into instant answers, analysis, summaries, reports, and visual insights, helping you understand what’s happening and make better informed decisions.
Key Capabilities
XERO ACCOUNTING INSIGHTS
- Financial Performance: Ask questions about Profit & Loss, Balance Sheets, expense breakdowns, and custom financial metrics.
- Cash Flow & Forecasting: Query incoming and outgoing cash flows, bank transactions, and upcoming payables/receivables.
- Invoicing & Bills: Instantly check invoice statuses, overdue debtors, payment histories, and bill details.
- Payroll & Expenses: Ask about payroll runs, staff leave balances, employee expense claims, and transaction histories.
- Create, update, or delete invoices and other data.
XERO PRACTICE MANAGER (XPM) CAPABILITIES
- Job & Workflow Tracking: Query job statuses, assigned tasks, project deadlines, client profiles, and active workflows.
- Time & Work-in-Progress (WIP): Check billable vs. non-billable time, WIP balances, write-offs, and unbilled time entries.
- Practice & Staff Productivity: Track staff allocations, team capacity, fee-earner performance, and client profitability.
- Client & Job Analytics: Review practice-wide KPI dashboards, job budgets, quotes, and custom XPM reporting data.
- Create, update, or delete jobs, timesheets, and other data.
ADDITIONAL FEATURES
- Claude Connector: Access your Xero data directly within Anthropic’s Claude AI interface for deep financial analysis and conversational reporting.
- Flexible Voice & Text Prompting: Ask questions via text or two-way voice conversations, selecting predefined prompts or entering your own custom queries.
- Multilingual Support: Prompt in English or any of our 80+ supported languages, and receive answers in that same language.
- Visual Charts & Graphs: Automatically generate custom graphs and charts straight from your Xero and XPM data using simple voice or text prompts.
NOTES
- Users can disconnect their Xero or XPM accounts at any time.
- LogicGlue is designed to assist with the understanding, analysis, and management of your accounting and practice information.
- LogicGlue does not replace professional accounting, practice, or financial advice.
LogicGlue + Xero
The LogicGlue–Xero integration is built to be fast, reliable, and secure. Once connected, it runs automatically in the background to keep your financial data continuously in sync.
The connection uses Xero's standard OAuth 2.0 process, so you can authorize access safely without ever sharing your Xero credentials directly with LogicGlue.
LogicGlue only accesses your Xero data when needed to answer your AI-driven queries. Your information is never used to train AI models, and LogicGlue does not store copies of your Xero data.
You can disconnect your Xero account from LogicGlue at any time.
BUILT WITH PRIVACY & SECURITY IN MIND
- No AI Model Training: Your financial and practice data is never used to train AI models.
- No Query Storage: LogicGlue does not store any of your queries or query results.
- Official API Integrations: Data integration is routed strictly via official OpenAI, Anthropic/Claude, and Xero/XPM APIs.
- No Persistent Access: LogicGlue only accesses your data on demand when needed to answer a specific AI query.
- No Background Access: Simply connecting LogicGlue does not continuously expose your Xero or XPM data.
- Minimal Data Scope: Queries trigger access only to the specific data points required (e.g., job metrics trigger only XPM job data).
- No Query Logging: LogicGlue logs only that a query occurred - never the content or response.
Getting started
Connecting LogicGlue to your Xero account is a straightforward process. The easiest way to begin is by using the "Get this app" button on this page.
Detailed instructions to get started:
- Click "Get this app" on this page.
- Sign in to your Xero account.
(If you’re already signed in, LogicGlue will take you straight to the next step.) - Complete your LogicGlue sign up details on the Welcome page, then click "Continue".
- Select your subscription plan (Cancel at any stage).
- If applicable: enter promotional discount code and click apply.
- Enter your credit card details and click “Start trial”.
Cancel before the 7 day FREE trial ends and you will not be charged. - Connect your organization.
From the LogicGlue Chat interface click the "Connect Xero" button and you will be prompted to connect your Xero organization with LogicGlue. - You're all set! You can now start asking ChatGPT-style questions to explore your Xero data within LogicGlue.
LogicGlue Tips
- Once you’ve completed the setup as described above, you can access the LogicGlue app anytime via the LogicGlue website, on web or mobile.
- You don’t need Xero open whilst using LogicGlue.
- Check out our Community Forum via the LogicGlue website.
Need a hand? Our support team is here to help you, don't hesitate to reach out via email.
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