Xero is often the centre of a practice's client work. The bookkeeping agent can read bank feeds and suggest categories, the invoice agent can prepare bills and chase receivables, and the forecast agent can read balances to keep a cash view current.
The site states that we build on top of Xero with two-way sync. The agent's work appears in the books, and your team's changes are visible to the agent. A practical example is bank feed handling. Items arrive in Xero, the agent suggests categories using each client's past choices and your team reviews only the unclear ones. Bills can be prepared the same way, with approvals in Slack or Teams, so reviewers are not logging in just to click accept.
Before connecting, review how each client uses Xero. Tracking categories, bank rules and contact naming all affect how well the agent performs. A quick review before connecting avoids teaching the agent bad habits, and it takes an hour or two for most clients.
Xero will not fix poor habits. If a client codes everything to one account, the agent will learn that habit, so a review of rules early on is sensible. Access is least privilege and actions are logged. Measure the result by fewer items needing manual categorisation, shorter month-end review and clients who see their numbers sooner.