Hi all,
A question for anyone who runs finance across more than one Xero organisation: group financial controllers, CFOs of multi-entity groups, or owners with a holding company and few trading ones.
Xero's own Claude connector is genuinely handy, and its free with any subscription.It works one organisation at a time and its read-only, though, so a group-level question like" what are the total receivables across all entities ?" still means switching between files and adding it up yourself.
Invio built a connector for the multi-organisation case. It connects Claude, ChatGPT or Copilot to several Xero organisations in the same session and reads them live. If you ask it to draft something, like an invoice, quote , journal or payment, it goes into an approval queue first. You approve it with the button in Invio or by typing "approve" in the chat, and nothing reaches Xero until you do. Every approval is recorded against the person who made it. Payroll access is a separate permission, off by default. In Australia and New Zealand it runs through an Invio cabinet.
What I'd really like to know: how are you getting group-level numbers today ? Exports and spreadsheet, a consolidation tool, or something else ?
More detail if useful: https://www.invio.com.au/xero-mcp