Accounting · Integration
Xero integration for collections operations
Hey Teo connects Xero invoice and payment signals to follow-up rules—aging-bucket reminders, escalations, and promise-to-pay tracking—with approval controls.
What you can automate with Xero
Xero holds the books; teams still chase overdue balances manually. Hey Teo helps finance operators run disciplined collections follow-through.
- Automate reminder cadence by days overdue.
- Escalate aging balances with clear ownership.
- Track promise-to-pay and dispute threads.
- Keep collections visible in one operational queue.
FAQ
Does Hey Teo replace Xero?
No. It coordinates follow-through around your accounting system.
Can finance approve billing messages?
Yes. Approval controls keep sensitive collections under review.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
- ResourcesFree playbooks, statistics, calculators, and cited benchmarks—templates for follow-ups, collections, scheduling, and automation.
- IntegrationsYou are hereShopify, Stripe, QuickBooks, Gmail, Calendly, HubSpot, Pipedrive, FreshBooks, WhatsApp, GoHighLevel, and more—workflow guides for stacks you already run.
- By personaIndustry and role guides—photographers, agencies, clinics, real estate, and more—with workflows and FAQs.
- Tool automationPlaybooks for Gmail, Stripe, QuickBooks, Calendly, HubSpot, Shopify, and other stacks you already run.
- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Copilot, Axe, Zapier, Make, Lindy AI, n8n, and hiring a VA—focused on business operations execution.