Finance Automation with Claude + Xero: Live Demo
Recording
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Overview
About this webinar.
Finance teams spend hours on work that follows predictable rules. Approving invoices. Chasing timesheets. Preparing month-end close. These are exactly the workflows Claude automates well.
The Xero connector just landed in Claude Cowork. Connect it once and Claude reads your invoices, purchase orders, and account data directly — no CSV exports, no copy-paste between tabs.
In this 15-minute live demo, you'll watch us connect Xero, build a finance skill from scratch, and run a real workflow end to end.
If you're in finance or you manage a finance team, this session shows you exactly what's now possible — and how to get started.
Who should attend:
Finance leads, CFOs, operations managers, and anyone who owns repeatable finance workflows. No technical background required.
What you'll leave with:
- A working knowledge of the Xero connector and what it can access in Claude
- A framework for identifying which finance tasks are ready to automate first
- The steps to connect Xero and build your first finance skill
Your host
Charlie Cowan
Founder, Kowalah
Charlie hosts our Wednesday Webinars, sharing practical AI strategies and insights to help organisations accelerate their AI adoption. With deep experience in AI leadership and implementation, he gives executives and teams actionable guidance for navigating AI transformation.
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