How to Connect Xero to Gemini Enterprise: Setup Guide

To connect Xero to Gemini Enterprise, connect your Xero organisation in Windsor.ai, then add Windsor.ai as a data store in Gemini Enterprise. Gemini can then answer questions about invoices, payments, bank transactions and your Profit and Loss and Balance Sheet reports.

On 14 October 2026 Xero also announced its own connected app for Google Gemini, which reads live Xero data in Gemini chats and can carry out some changes after you confirm them. The Windsor.ai route is for teams that use Gemini Enterprise and want Xero next to their ad, sales or e-commerce data in the same answer.

Connect Xero to Gemini with Windsor.ai. Free forever plan, no credit card: onboard.windsor.ai/app/xero

Xero’s Gemini app or Windsor.ai: which to use

	Windsor.ai in Gemini Enterprise	Xero’s connected app for Gemini
Where you ask	Gemini Enterprise web app	Google Gemini (Xero’s announcement describes the Gemini app)
Data	Xero plus any of 350+ other sources connected in Windsor.ai	Xero only
Changes in Xero	No, analysis only (Windsor.ai write actions list)	Some, for example sending invoices or payment reminders, each after you confirm
Setup	Google Cloud console, done once by an admin	Announced 14 Oct 2026; Xero has not published setup steps in the release

Choose Xero’s app when you want to act on Xero records from a Gemini chat. Choose the Windsor.ai data store when your company runs Gemini Enterprise and the questions span Xero and other platforms, such as revenue against ad spend.

Before you start

• Gemini Enterprise Standard, Plus, Frontline or Pay-as-you-go, set up in the Google Cloud console. The Business edition has its own setup and a smaller list of connectors.
• A Google Cloud project that belongs to your organization (a Google Workspace or Cloud Identity organization, not a personal Gmail account), with billing on and Gemini Enterprise activated.
• The Discovery Engine Editor role on that project for the person doing the setup.
• A Windsor.ai account. Xero on its own fits in the free forever plan, which covers one data source. For Xero together with other sources, paid plans start at $19/month for 3 sources or $99/month for 7 (annual billing, see Windsor.ai pricing).

Gemini Enterprise licences and the data store are billed by Google to your Google Cloud billing account, separately from Windsor.ai.

Step 1: Connect Xero to Windsor.ai

1. Open onboard.windsor.ai/app/xero and log in or create an account.
2. Sign in to Xero and allow Windsor.ai to read your organisation’s data.
3. Select the organisation, or several if you work for more than one client.

Connect any other source you want in the same answers now. Gemini only sees sources that are connected in Windsor.ai.

Step 2: Add Windsor.ai to Gemini Enterprise

Below is the short version. The Gemini Enterprise setup guide shows each console screen and the fixes for common errors.

1. In the Google Cloud console, open Gemini Enterprise, go to Data stores and click Create data store.
2. Under Third-party data sources, find Windsor.ai, click Add data source, and select Connectors under Entities to search.
3. Leave both actions off on the Actions step. Windsor.ai has no write actions for Xero (write actions list), and reading works without them.
4. Under Multi-region, pick global unless your company must keep data in the US or EU; you cannot change it later. If asked to configure access control, choose Google Identity for Google accounts.
5. Keep General pricing, click Create, and wait for the data store to show Active.
6. In your Gemini Enterprise app (same location as the data store), open Connected data stores, click Add existing data stores and select the Windsor.ai data store.

To finish, open the app’s web app URL, click the puzzle piece icon below Ask Gemini Enterprise, click Authorize next to Windsor.ai, then Allow Access. Sign in to Windsor.ai if prompted, click Finish, and make sure the Windsor.ai toggle is on.

The Windsor.ai data store is in public preview under Google’s Pre-GA terms.

Step 3: Test the connection

Start with a number you can check in Xero:

Show my unpaid Xero invoices with contact, due date and amount due, sorted by due date.

Compare it with the Invoices list filtered to Awaiting Payment in Xero. If Gemini finds nothing, check that the Windsor.ai toggle is on in the web app and that the right organisation is selected in Windsor.ai.

Xero data Gemini can use

The Windsor.ai Xero connector returns 54 metrics and 340 dimensions. The main groups are below; the Xero data fields page lists all of them.

Area	Examples of fields
Invoices	Date, due date, status, total, amount paid, amount due, contact
Payments and bank transactions	Payment amount and date, bank transaction type, total and contact
Profit and Loss report	Report line, section (for example Income, Expenses), amount, period
Balance Sheet report	Report line, section (Assets, Liabilities, Equity), amount, period
Contacts	Name, balances, contact groups
Purchase orders and repeating invoices	Status, total, schedule
Credit notes, prepayments, overpayments	Amounts and status
Manual journals, tracking categories, tax rates	For segmenting and reconciling

Questions to ask Gemini about Xero

Receivables and cash

• Which contacts owe more than 1,000 in invoices that are over 30 days past due?
• How much did we receive in payments each week this quarter?
• List bank transactions over 5,000 from the last 30 days by type.

Weekly payments across this quarter, like the Profit and Loss questions on the last three months or the same month last year, need more history than the 30 days of Xero data on the free forever plan; a paid plan reads up to 10 years back.

Reporting

• Compare this month’s Profit and Loss by section with the same month last year.
• Which expense lines in the Profit and Loss grew the most over the last three months?
• What do our repeating invoices add up to per month?

For bookkeepers with several clients

• For each organisation, show total amount due on unpaid invoices and the oldest due date.
• List credit notes and overpayments that have not been allocated yet.

Gemini answers from the data Windsor.ai returns when you ask. Check totals against the Xero report before you send them to a client.

Combine Xero with other sources

Xero holds the accounting side. Ad platforms and stores hold the activity that produced it. With both connected in Windsor.ai, one prompt covers them:

• Xero with Google Ads and Facebook Ads: Compare monthly ad spend with income in the Xero Profit and Loss for the last 12 months.
• Xero with Shopify: Compare Shopify order revenue with Xero sales invoices by month and show the gap.
• Xero with HubSpot or Pipedrive: Which deals won this quarter have no matching invoice in Xero yet?

Blending sources needs a paid Windsor.ai plan. Our Windsor.ai for finance guide has more finance workflows.

Troubleshooting

Windsor.ai asks me to reconnect Xero

Xero asks for a new authorization when an app’s access goes unused for 60 days, or after someone disconnects the app under Connected Apps in Xero (Xero developer FAQ). Open onboard.windsor.ai/app/xero, sign in to Xero again and allow access to the organisations you use.

I can’t add another Xero organisation

Each Xero organisation you select is one account in Windsor.ai, and all of them together are one data source. Past the first 30 days, the free forever plan includes 1 account, Basic includes 75 and Plus 200. Unselect organisations you no longer report on, or upgrade (how we count data sources and accounts).

“Identity provider not configurable” when you create the data store

The Google Cloud project does not belong to an organization, usually because it was created with a personal Gmail account. Create the Windsor.ai data store in a project under your company’s Google Workspace or Cloud Identity organization (Gemini Enterprise setup guide).

Conclusion

Xero reaches Gemini Enterprise through Windsor.ai after three steps: connect Xero in Windsor.ai, connect the Windsor.ai data store to your Gemini Enterprise app, and authorize it in the web app. If you mainly want to act on Xero records in a Gemini chat, look at Xero’s own connected app as well.

Next steps:

• Work through the full Gemini Enterprise setup guide.
• See every other source on the Gemini Enterprise integrations page.
• Using Claude or ChatGPT instead? Read how to connect Xero to Claude or how to connect Xero to ChatGPT.
• Xero data in Microsoft Copilot is covered in how to connect Xero to Copilot.
• Browse finance prompts in the Windsor.ai prompt library.

Start with Xero on the free forever plan, no credit card: onboard.windsor.ai/app/xero