Team Kit
Oi gives operations teams a connected crew of AI contexts, workflows, and guardrails that pulls Xero and Stripe figures into a live monthly dashboard and a lodged BAS — every number traced to source, with the agent kept out of the money movement.
Pull metric definitions, invoices, and spend to refresh the monthly dashboard.
Reconcile invoices and flag anomalies against budget.
Every number must trace to Xero or Stripe — no estimated or rounded figures.
The agent can read finance data but can never move money or approve payments.
Compile GST, PAYG withholding, and instalments from Xero, then prepare and lodge the Business Activity Statement with the ATO.
Refresh revenue metrics each morning and post the summary.
XeroApproved accounting and finance data access via Xero MCP.
StripeApproved payments and revenue data access via Stripe MCP.
Google SheetsApproved spreadsheet read and write via Google's hosted MCP.
A finance-ops suite that keeps the monthly numbers current and BAS-ready — working only from source-of-truth figures with duties kept separate.
Includes:
Pull invoices, spend, and revenue from Xero and Stripe to refresh the monthly dashboard — decisions made on today's figures, not last month's.
Compile GST, PAYG withholding, and instalments from Xero, then prepare and lodge the Business Activity Statement with the ATO on time.
A source-of-truth guardrail ties every number to Xero or Stripe, and a segregation-of-duties guardrail lets the agent read finance data but never move money or approve payments.
What drives the business: Finance ops runs on trust in the numbers and the discipline of the close. Stale figures lead to decisions on last month's reality; a late or wrong BAS is an ATO penalty; and any blur between the person reporting and the person paying is a control failure waiting to be found. The economics are about a faster, cleaner close: refresh the metrics from source every day, compile and lodge compliance on time, and keep reporting strictly separate from moving money.
Inside the kit
The Monthly Finance Dashboard and Daily Revenue Refresh keep the numbers current from Xero and Stripe, the BAS workflow lodges compliance on time, and the source-of-truth and segregation-of-duties guardrails keep every figure sourced and the agent clear of the money — so the close is faster and the controls stay intact.
Contexts
Pull metric definitions, invoices, and spend to refresh the monthly dashboard.
Reconcile invoices and flag anomalies against budget.
Reads Xero receivables and payables and Stripe revenue to project the coming weeks' cash position and flag the pinch points early.
Walks the close checklist against Xero — reconciliations, accruals, and outstanding items — and surfaces what's blocking sign-off.
Workflows
Compile GST, PAYG withholding, and instalments from Xero, then prepare and lodge the Business Activity Statement with the ATO.
Refresh revenue metrics each morning and post the summary.
Scan Xero and Stripe for mismatches, duplicates, and overdue invoices → compile the exceptions → post the list to the team for action.
Guardrails
Every number must trace to Xero or Stripe — no estimated or rounded figures.
The agent can read finance data but can never move money or approve payments.
Flags any spend or invoice above policy thresholds for human approval — the agent surfaces and routes, but never approves.
The numbers it moves
Metrics refreshed from source every day.
GST and PAYG compiled straight from Xero.
Every figure traced to Xero or Stripe.
Reporting separated from moving money.
Connects to
XeroAccounting and finance data via Xero MCP — invoices, GST, and PAYG, the source every figure traces to.
StripePayments and revenue via Stripe MCP — the live top-line behind the daily refresh.
Google SheetsSpreadsheet read and write via Google's hosted MCP for the dashboard and working schedules.
Google WorkspaceGmail to circulate the digest and the close checklist — reports delivered, not just generated.
Ready-made for Operations
Install the kit, connect your tools, and put every context, workflow, and guardrail to work — tailored to how your team actually operates.
