Productivity · Integration
Xero Practice Manager
Add Xero Practice Manager to your product for your customers, and give your AI agents governed access to it.
Xero Practice Manager is the tool an accounting firm runs its own work in, which is a different product from the ledgers their clients keep. The unit here is the job: it belongs to a client, carries tasks and milestones, absorbs the time staff book against it, and eventually becomes a quote and a bill. Its interface is separate from the Xero accounting API, with its own authorisation and its own resources, so connecting a practice to your product is not the same job as connecting one of their clients' organisations, and a firm may well need both. Job states, task templates and custom fields are defined by each practice, so mapping happens per firm. An embedded integration reads and creates jobs, tasks and time entries, reads clients and staff, and reports what is sitting unbilled. fastn holds each practice's credentials per tenant.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each practice connect their own Practice Manager account, which is authorised separately from any client ledger.
Create a job with its tasks when work is accepted in your product, against the client it belongs to.
Post time entries so hours your product captured count towards the job instead of being retyped at week end.
Read job state and unbilled time so a partner can see what is ready to invoice without leaving your product.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reports which jobs carry unbilled time older than a month.
An agent raises a job or records time inside the permissions granted, with the client and staff member it used logged.
An agent lists what is due for a client this compliance season and what has not been started.
Example prompt
Which jobs in Practice Manager have unbilled time sitting on them, and how much is it worth?
Set up Xero Practice Manager in 4 steps
- 01Enable the Xero Practice Manager connector in your fastn dashboard.
- 02Have each practice authorise Practice Manager itself, separately from any accounting organisation they also connect.
- 03Map that firm's job states, task templates and custom fields before enabling any writes.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the Xero Practice Manager integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Xero Practice Manager integration without building it. Your customers connect their own Xero Practice Manager account inside your product and work their work items, assignees and due dates there, with no per-customer code on your side.
- Handle the part that actually costs time: every team configures its own fields, statuses and workflow stages. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Xero Practice Manager update is not your on-call problem.
- One integration serves your product and your agents. The same governed Xero Practice Manager connection powers in-product features and gives AI agents scoped, audited access, so you keep work items in step with what happens in your product without wiring it twice.
Used by these teams
Compare with
WorkflowMax by BlueRockWorks well with
Xero
QuickBooksOften used alongside
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AWS Simple Storage ServiceXero Practice Manager integration FAQ
How do I add a Xero Practice Manager integration to my product?
Enable the Xero Practice Manager connector in your fastn dashboard, then let each customer authenticate their own Xero Practice Manager account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Xero Practice Manager client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Xero Practice Manager account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Xero Practice Manager account and only ever sees their own work items, assignees and due dates. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Xero Practice Manager integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which jobs carry unbilled time older than a month.
Who maintains the Xero Practice Manager integration?
fastn does. When Xero Practice Manager changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Can my product create and update work in Xero Practice Manager automatically?
Yes. Items can be created, updated, assigned and transitioned from your product, and changes made in Xero Practice Manager can trigger your workflows in return.
Does it adapt to each team's own Xero Practice Manager setup?
Yes. However a team has configured Xero Practice Manager, whether that is custom fields, statuses and workflow stages or its own calendars and working hours, those are mapped per customer, so an unusual setup works without custom code from you.
What can I build with the Xero Practice Manager integration?
A common starting point: let each practice connect their own Practice Manager account, which is authorised separately from any client ledger. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Xero Practice Manager integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Xero Practice Manager does not change your per-connector cost. You can start free with 3 connected accounts.
Add Xero Practice Manager to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.