Vertical Flows

Lets AI assistants connect securely to a professional-services client portal to review workspaces, outstanding document requests, tasks, file and folder metadata, members, and calendar events, plus optionally create tasks and update their states when writes are allowed.

Enables approval-gated access to Jobber data, with read-only reporting tools and optional allowlisted write tools for records, scheduling, and communications, all requiring confirmation and auditing.

Enables AI clients to create passwordless document intake requests with itemized checklists, dispatch secure upload links, and track completion status. Also supports reviewing and approving or rejecting uploaded files, fetching short-lived download links, and managing client records and reusable checklist templates.

Enables accountants and bookkeepers to ask practice-wide questions across every connected client Xero organisation in one read-only view — overdue invoices, payroll shortfalls, client health scores, trending-trouble lists and practice totals such as revenue and average DSO. It also generates ready-to-send Excel month-end packs per client, with every reported figure accompanied by the rule or formula that produced it and no financial data persisted to disk.