Your client connected Xero to AI. Now what?
More clients are connecting their Xero files to Claude, ChatGPT and home-built AI tools, and practitioners are split between “their data, their risk” and cleaning up the journals. The three kinds of connection and where the risk sits, what to check in week one, what to say to the client, the house rules and engagement letter wording worth agreeing, and how to turn it into a reason to talk more.
Trent McLaren · 23 Sept 2026 · 9 min read