Xero has signed a multi-year partnership with Anthropic to embed its Claude AI model directly into its software, while also making customer financial data accessible inside Claude.ai. Related Article Block Placeholder Article ID: 322660 Tax advice, AI anxiety, and pickleball: Seven things we learned at Xerocon David Adams According to the accounting platform, the deal will give small businesses and their advisors access to real-time financial insights and the ability to act on them across both platforms without switching tools. The company said its AI assistant JAX (Just Ask Xero), powered by Claude, will automate tasks across accounting, payroll and payments, including chasing unpaid invoices and preparing financial reports. It is also expected to analyse revenue and profit performance, track cashflow, and suggest actions, as part of what Xero describes as a shift toward more automated or agentic workflows. In a blog post announcing the partnership, Xero said the aim is to move beyond static reporting and into more immediate decision-making Smarter business news. Straight to your inbox. For startup founders, small businesses and leaders. Build sharper instincts and better strategy by learning from Australia’s smartest business minds. Sign up for free. * indicates required Email Address * By continuing, you agree to our Terms & Conditions and Privacy Policy. “Small businesses and advisors don’t just need data. They need a digital partner that acts on it,” the post reads. Related Article Block Placeholder Article ID: 332999 Neural Notes: Anthropic data shows how AI is actually showing up at work Tegan Jones The partnership will also allow customers to bring their Xero data into Claude.ai to run analysis and business planning. According to the companies, this could include combining financial data with external market trends or internal plans to model scenarios such as hiring decisions or year-end positions. The move comes as Xero and other SaaS companies face growing pressure to show how they will benefit from advances in AI, rather than risk parts of their subscription models being displaced by increasingly capable tools. Xero said customer data shared between platforms will only be used within a specific session and will not be used to train Anthropic’s models. The rollout is expected in the coming months, with the announcement landing ahead of Dario Amodei, CEO of Anthropic, visiting Sydney, where the company is set to open a local office. Stay in the know Never miss a story: sign up to SmartCompany’s free daily newsletter and find our best stories on LinkedIn.