CentrusXero

accounts · read and write

Ask what's overdue. Raise the invoice.

Centrus integrates with Xero for UK field service businesses. Ask the books what is overdue, raise the invoice, and let agents chase and key the rest. Xero stays your books.

Book a demoSee all 19 use cases

start with these

Supplier bills are keyed by hand and overdue invoices wait for someone to chase them.

Ask who owes what and the answer comes from live Xero. Raise and send an invoice from chat, and check an account before the quote goes. Agents chase overdue invoices, key supplier bills from the inbox and match remittances to invoices. Xero stays the books.

  1. 01

    Overdue invoices chased every Monday

    Pulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.

    Read the use case: Overdue invoices chased every MondayWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero

  2. 02

    Raise and send an invoice from chat

    Ask for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.

    Read the use case: Raise and send an invoice from chatWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero

  3. 03

    Supplier invoices raised as draft bills in Xero

    A supplier invoice lands. A draft bill goes into Xero, matched to the PO, and finance is told.

    Read the use case: Supplier invoices raised as draft bills in XeroWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero

  4. 04

    Remittance emails matched to invoices

    Payments are allocated the day they arrive.

    Read the use case: Remittance emails matched to invoicesWorks with Outlook, Gmail, Xero, Sage Intacct

  5. 05

    On stop? Checked before the quote goes

    Ask on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.

    Read the use case: On stop? Checked before the quote goesWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
01 / 05

setup

Signed in once, by the bookkeeper

An administrator connects the Xero organisation. Everyone else Enables it. The Agent Builder Xero node is a separate sign-in from chat.

01

Connect Xero

Open Integrations and click Connect on the Xero card, sign in with Xero and pick the organisation. Xero sends invoice emails as the person who connects, so the bookkeeper or a director should do it. Others then click Enable.

How to connect

02

Ask, then raise

Start with an invoice you already have, or ask Centrus to raise a draft from a job. Check the account codes the first few times, so the lines match how you already book sales.

03

Automate the repeat

When the same chase or the same supplier bill runs every week, describe it in Agent Builder and drop the Xero node on the canvas. Connect Outlook if the PDF arrives by mail, and Excel if the list goes out as a workbook.

Xero in Agent Builder

what it covers

The invoice, the bill, and the contact

Chat and Agent Builder share the same Xero tools: list and get, then create or update. Wide lists come back a page at a time. Connecting chat does not connect the Agent Builder node. That is a second sign-in.

connects through
A Xero sign-in. An admin connects the org, everyone else Enables
reads and writes
Invoices, bills, quotes, purchase orders, contacts, items and PDFs
starts on
A schedule, an email, a job closing in the job system, or someone asking in chat
where people ask
Web, WhatsApp and Teams

  • Sales invoices

    ask

    List and open by number, status, contact or date

    change

    Create a draft or authorised invoice, email it, download the PDF, get the pay link

  • Bills

    ask

    List supplier bills, or open one

    change

    Create or update a draft bill, download the PDF

  • Quotes and purchase orders

    ask

    List and open quotes or POs

    change

    Create or update them, download the PDF

  • Contacts and items

    ask

    Find a customer or a supplier, including UK CIS settings

    change

    Create or update the contact before you invoice it

  • Payments and credit notes

    ask

    List payments, credit notes, overpayments and prepayments

    change

    Read the payment. Draft a credit and hold it for approval

  • Repeating invoices

    ask

    List the templates

    change

    Create or delete a repeating template. Xero mints the drafts on its own schedule

The job, the inbox or the clock starts the run.

There is no Xero webhook. An agent starts on a schedule, an email, a job closing in the job system, or someone asking in chat. Xero is the format the invoice comes back in.

See how chat and agents work in Centrus

everything with Xero

All 19 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

19 use cases

01

New work coming in

1

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

1

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
04

Engineers on site

1

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
06

Finance and cash flow

12

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

4

Answers, reports and alerts from the systems you already run.

Reports use cases
previous integrationSage IntacctAsk what has been paid, raise the invoice from the job, and let agents draft the bills.next integrationGoHighLevelAsk where a deal sits, book the visit and move the stage, without opening GoHighLevel.

questions

Xero questions

People ask the books, or tell Centrus to raise the next invoice. It lists invoices, bills, quotes and purchase orders, creates drafts, emails an authorised invoice, and downloads the PDF. Agents do the same when a supplier PDF lands, or every Monday.

No. Sage Intacct is a different accounts system. Excel is the workbook you send on. Xero is the invoice, the bill and the contact inside the books. Connecting Xero does not connect Sage, and it does not write the spreadsheet. Use Xero when those are already the books.

No. Xero stays the books. An invoice raised from chat is a real Xero invoice, left as a draft for your bookkeeper unless you ask to authorise it. When it is emailed, Xero sends it as the user who connected.

That AI only sees what lives inside Xero. It does not see your job system, your inbox, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

A Standard or Advisor user of that Xero organisation, ideally the bookkeeper or a director. Invoice emails send as that Xero user. Other people Enable the same org afterwards.

No. Each agent signs in to Xero on its own node, through Xero's own sign-in page, and holds one organisation. One sign-in covers every Xero step in that agent, so the Monday chase runs whoever is in the office.

Yes, once the invoice is authorised. The email goes to the contact's primary address, sent by Xero as the user who connected Centrus, so it looks like every other invoice you send. Demo organisations cannot send.

Yes. That is a template. Xero then mints draft invoices on its own schedule. They do not email themselves. An agent can authorise and send each one, or leave them as drafts.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

Xero comes with every plan, from £299.99 a month. Chat uses message credits and agents use automation credits. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We ask a Xero organisation like yours what is overdue, raise an invoice from a finished job, and show the Monday chase.
  3. 03We pick out the admin that should run itself first.

See it working with Xero.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing