Finance operations

Run finance ops with Xero, Drive, and Sheets

Let agents retrieve invoices, shared finance files, and spreadsheet summaries through Fyooser while finance teams keep write access tightly scoped.

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Xero

Retrieve invoices, contacts, and payments

Google Drive

Access shared finance folders and exports

Google Sheets

Review reconciliations and reporting sheets

App availability and write access depend on what your organization connects and enables in MCP capability settings.

What this solves

Why teams use this workflow

Finance workflows span accounting systems, shared folders, and spreadsheets, which makes ad-hoc agent access risky and incomplete.

Outcome

What Fyooser enables

Agents can assemble reporting context and answer operational questions with policy-controlled MCP tools instead of broad account access.

Connect the apps

How to connect these apps

Connection map

Xero

Retrieve invoices, contacts, and payments

Google Drive

Access shared finance folders and exports

Google Sheets

Review reconciliations and reporting sheets

Connection checklist

1
Open the marketplace from your finance organization workspace.
2
Connect Xero, Google Drive, and Google Sheets for that organization.
3
Verify the connected Xero org and Drive folders before enabling agent tools.

Setup

How to set up this use case

These steps describe the intended workflow. Exact marketplace availability and write permissions still depend on your organization.

Setup steps

1
Enable Xero read tools for invoices, contacts, and payments.
2
Allow Google Drive access for shared finance folders your team already uses.
3
Expose Google Sheets tools for reporting tabs, keeping write tools optional.
4
Use the Fyooser MCP endpoint so agents stay inside organization policy.

Capability guidance

Retrieve Xero invoices and payment status
Locate shared Drive finance documents
Summarize Google Sheets reporting tabs
Keep mutating finance actions behind explicit capability settings

Example agent outcomes

List overdue invoices from Xero and match them to a shared Drive export.

Summarize a reconciliation sheet before a weekly finance review.

Prepare a cash-collection brief from invoices and spreadsheet notes.

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