Xero

Also known as: JAX; Just Ask Xero; Xero AI

Online accounting software with JAX, an AI assistant that creates invoices and quotes, answers questions about your numbers and explains how to use Xero. Paid plans from $27 per month; JAX chat currently has no extra charge (checked November 2026).

How to do it?

  1. 01

    Choose a Xero plan

    Pick Early, Growing or Established on the US pricing page; Xero says JAX chat has no additional charge for subscribers for now.

  2. 02

    Set who may use JAX

    JAX only shows data a user can already see, so review each person's Xero roles and permissions before your team starts using it.

  3. 03

    Open JAX from the navigation bar

    No setup is needed: open JAX in Xero's navigation bar and type your question or task in plain words.

  4. 04

    Let JAX draft an invoice

    Ask, for example, to create an invoice for a customer based on the last quote you sent them, then review the draft.

  5. 05

    Check figures against your reports

    Ask for a trend such as gross profit over the past year, then compare JAX's chart with the same Xero report before acting.

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