Data to AI™ / ChatGPT/Xero
Chase overdue Xero invoices, review payments and check unbilled project work in ChatGPT, with a confirmation step before each data lookup.
Less tokens, better answers.
ChatGPT
How much cash came in and went out of each bank account in September?
September closed with a net inflow of $9,350: $89,600 Cash Received against $80,250 Cash Spent. The Business Account carried most of both.
| Bank Account | Cash Received | Cash Spent | Closing Balance |
|---|---|---|---|
| Business Account Reports - Bank summary | $84,200 | $71,650 | $52,900 |
| Business Savings Reports - Bank summary | $5,400 | $0 | $40,000 |
| Company Credit Card Reports - Bank summary | $0 | $8,600 | -$3,150 |
Taken from the Bank summary report for one Date Start to Date Stop period, not rebuilt by adding up Bank Transactions.
Xero is cloud accounting software for small and medium-sized businesses. Dataddo extracts invoices, payments and bank transactions as well as Xero reports such as Aged Receivables, Bank summary, Profit and Loss and Budget summary.
List Invoices where Due Date has passed and Amount Due is above zero, with Invoice Number, Contact Name and days overdue.
An AR specialist approves each query as ChatGPT reads Invoices, then turns the result into the morning call list, starting with the oldest and largest balances.
Which Projects still have Task Amount To Be Invoiced Value or Expense Amount To Be Invoiced Value above zero? Sort by Total To Be Invoiced Value.
A services firm checks before month end that no billable time or expenses slip into next month, and sends the list to project managers.
Run data_status first. Then list Credit notes, Overpayments and Prepayments with Remaining Credit, grouped by Contact Name.
Finance confirms the data is current, then decides which customer credits to allocate against open invoices during the next reconciliation.
Data to AI™ is free while in private pre-release. We onboard teams in waves and shape the product with their feedback. At launch, it will be priced like the AI assistants your team already uses. Need tailored contracts or volume pricing? Talk to us about Enterprise.
Serve governed business data to Claude, ChatGPT and other AI tools over MCP.
Free during pre-release
Flexibly deploy Dataddo in any cloud or hybrid environment.
We have a payment model that works for you
| Without Dataddo |
With Dataddo
|
Outcome for you | |
|---|---|---|---|
| Invoice change history | Finding who edited an invoice means opening it in Xero and scrolling its history, one invoice at a time. | History invoices brings User, Changes, Details and Date for each Invoice ID, so ChatGPT can trace edits when you ask. | Audit trail in the chat |
| Approving each lookup | A pasted spreadsheet leaves no record of which sheet or rows the model actually used for its summary. | ChatGPT asks you to confirm every tool call, so you see whether it is listing flows, describing Invoices or running a query. | Visible data access |
| Contact data | Contact names and email addresses travel inside every invoice or contacts export you upload to a chat. | Untick Email Address on Contacts or hash columns with md5 or xxh3 when you create the Xero source. | Less personal data shared |
| Token consumption | ChatGPT spends tokens exploring raw Xero columns, sampling rows and retrying until it understands the data. | Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. | Less tokens per answer |
| Answer quality | Prone to wrong joins, invented fields and numbers that are hard to check. | Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. | Better answers |
The Xero datasets finance and RevOps teams use most, with their real field names. ChatGPT queries them by name through the Dataddo semantic layer.
List of curated datasets
Need a dataset, metric, or attribute you don't see?
Tell us what's missing and we'll add it to the connector.
Runs on your schedule, for example daily. Datasets with a date range, such as Invoices and Profit and Loss, re-read a sliding window, so older history needs a one-time full data re-sync. Contacts and Accounts pull all current records.
Xero connector →We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.
of questions answered correctly - the best of the four delivery methods tested
fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%
more correct answers on messy CRM data - better on 8 questions, worse on none
Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.
Read the benchmark →Create a Xero source in Dataddo with Invoices, Payments and Credit notes and attach it to a ChatGPT destination or AI Model. In ChatGPT on the web, switch on Developer mode under Settings > Security and login, create an app for https://headless.dataddo.com/mcp-data with OAuth, sign in, and select it in a chat.
One with developer mode: Pro, Plus, Business, Enterprise or Education, used on the web. Business and Enterprise admins may need to allow developer mode for the workspace.
ChatGPT confirms every tool call from a developer-mode app. You see whether it is listing flows, describing Invoices or running a query before any Xero figures come back.
Ask ChatGPT to call data_status. It reports how fresh the extracted Xero data is, and known_gaps tells you which questions the data cannot answer.
Yes, if you extract History invoices. It holds User, Changes, Details and Date for each change, so ChatGPT can trace edits to a specific Invoice ID.
No. When you create the developer-mode app, choose OAuth and leave the client fields empty. You then sign in with your Dataddo account.
Yes. The app settings let you turn individual tools on or off, so you can keep only the read and status tools your finance team needs for Xero.