How to connect BuildPass to Xero

Check every subbie's insurance before the payment run goes out. Connect BuildPass to Xero and your AI assistant can put what you owe in Xero next to each company's compliance in BuildPass, in one answer.

It works with Claude, ChatGPT, Microsoft Copilot and other AI assistants. Here's what that looks like on a real job.

What you can do with BuildPass and Xero

• Check compliance before you pay. "Before this week's payment run, check every subbie we owe money to in Xero and flag anyone with expired insurance or no SWMS in BuildPass."
• Catch expiring insurance early. "Which subbies we owe money to in Xero have insurance expiring in the next 30 days in BuildPass?"
• Keep your contacts in step. "List the companies working on our BuildPass projects that aren't set up as contacts in Xero yet."
• Line up hours against what you owe. "Pull last month's sign-on hours at Riverside for each subbie's crew from BuildPass and set them beside what we owe each company in Xero."
• Prep the Monday meeting. "Give me our cash position and overdue receivables from Xero, plus open RFIs and overdue defects on every active project from BuildPass."

Your assistant asks you to approve anything that changes a record. Ask for a draft first when you want to check it before it lands.

How to connect BuildPass to Xero

1. Connect BuildPass to your AI assistant. Copy your BuildPass connection link from your account settings in BuildPass, add it to your AI assistant and sign in with your BuildPass login. See our guides for Claude, ChatGPT and Microsoft Copilot.
2. Connect Xero to the same assistant. Add Xero from your assistant's list of connectors or apps and sign in with your Xero account.
3. Ask. Start a chat with both switched on and try one of the prompts above.

Setup steps are in BuildPass, next to your connection link.

Put it on autopilot

If your assistant can run prompts on a schedule, the job gets done before you start your day. Try: "Every Monday morning, flag any subbie we're about to pay whose insurance has expired."

To make it your own, turn it into a skill with our free Claude skills for builders, or find more ideas in our AI prompts for builders.

Frequently asked questions

Does BuildPass sync with Xero?

There's nothing to sync. Xero keeps your accounts, BuildPass keeps your project records, and your AI assistant works across both when you ask.

Can it see things I don't have access to?

No. Your assistant uses your own BuildPass and Xero logins, so it only sees what you can already see in each.

Which AI assistants work with BuildPass?

Claude, ChatGPT, Microsoft Copilot and other AI assistants that support MCP connectors.

Use QuickBooks instead?

See how to connect BuildPass to QuickBooks.

Use Sage Intacct instead?

See how to connect BuildPass to Sage Intacct.

See it on a live account

Not on BuildPass yet? Book a demo and see BuildPass working with Xero on a real project.