Integration

    Xero and Volty

    Volty answers payment and invoice questions from Xero, for customers on WhatsApp and email and for staff in the team chat.

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    Updated

    A payment check

    A customer asks whether their transfer arrived.

    MS

    Mark Sullivan

    WhatsApp · Customer

    Hi, I transferred payment for invoice INV-0412 yesterday. Can you check?
    Looked up XeroINV-0412 · $240.00 · Paid Nov 3
    VoltyThanks Mark, yes. Invoice INV-0412 for $240.00 was marked paid on November 3. You have no other invoices outstanding.

    Xero contact

    Sullivan & Co LLC

    No balance due
    Last invoice
    INV-0412 · Paid
    Paid this year
    6 invoices
    Overdue
    None
    Matched by
    Verified phone number

    Read from Xero during the conversation

    What Volty does with Xero

    Xero holds the invoices, bills and payments. Volty connects to Xero with one sign-in. It can read contacts, invoices and payments, so it answers those questions from the books rather than from memory.

    • What do I owe

      Outstanding invoices for the verified customer, with amounts and due dates.

    • Did my payment arrive

      Payment status read from the invoice.

    • Questions from staff

      Colleagues ask Volty about a customer's invoices without opening Xero.

    • Read only by default

      Changes stay Off unless an admin turns them on.

    A woman in an apron going through a stack of receipts with a pen and calculator beside a laptop at a cafe counter.
    Owners ask Volty instead of opening the books.

    A colleague asks

    Staff ask Volty about a customer in the team chat in Volty.

    Accounts team

    Volty · Team chat

    N

    Nina

    Does Harbor Events have anything overdue?

    Looked up XeroHarbor Events · 1 overdue · 12 days

    VoltyAPP

    One invoice, INV-0398 for $880.00, is 12 days overdue. Their other two invoices this quarter are paid.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Overdue invoice nudge

    1. When

      Every Monday

      A scheduled automation

    2. Step 1

      Finds invoices 14 days overdue

      From Xero

    3. Step 2

      Sends a polite reminder

      An approved template

    4. Step 3

      Answers the replies

      And brings in accounts

    A man in a canvas jacket holding a card over a payment terminal on a cafe counter, a barista working behind him.
    Payment status read from the invoice.

    How Volty connects to Xero

    An admin signs in to Xero from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to Xero

      With the organization Volty should read.

    2. 02

      Turn on the reads

      Contacts, invoices and payments.

    3. 03

      Leave changes Off

      Or turn one on, with approval.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find contactReads
    • List invoicesReads
    • Read paymentsReads
    • Create invoiceChanges

    Reading tools can be turned on straight away. Anything that changes Xero starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Xero?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Xero with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · October 8, 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026