8/26/2026

speaker
Shivani Ahuja
Host

Good afternoon, everyone. I am Shivani Ahuja, and welcome to our Q2 Earnings pre-show live from San Francisco. Now, you've probably heard the SaaSpocalypse story and the idea that AI kills enterprise software. I don't buy it. We don't buy it. What we're actually seeing is the opposite. Consumption is growing at an incredible pace, and customers are unlocking more value than ever before. Nathalie Scardino, Now, these are different reasoning engines, entirely different interfaces, but underneath all three is the same trusted foundation, Salesforce. So let's get into it. And first up, we've got Xero. Now, Xero helps small businesses around the world manage their finances. The company serves nearly 5 million subscribers, and that includes accountants and bookkeepers. Now, Xero has been a Salesforce customer since 2014, running on Service Cloud and now AgentForce. Joining me here in the studio live today, right now, this moment, is Xero CEO Sukinder Singh-Cassidy. Thank you so much, Sukinder, for joining us today. We are thrilled to have you on the show. Well, thank you for having me. Now, Sukinder, how critical is Salesforce to running Xero today? And, you know, not to lead the witness, but put simply, what would become harder or stop working without it?

speaker
Sukinder Singh-Cassidy
CEO of Xero

Thank you so much for joining us. So it is critical infrastructure for us. And so what would happen if we stopped using it? Well, even before we get into AI, I think our GTM would grind to a halt and our customers would be pretty disconnected from their experience of Xero. But it is a very critical part of our tech strategy and stack, including in an AI forward world.

speaker
Shivani Ahuja
Host

I love that. And so you've got sales, you've got service, you've got marketing. It's almost like the pipes in which all of this rich data is flowing through. And now agent force. So talk us through a bit about your experience with agent force. What agents have you built? How quickly did you move from idea from like this idea of an agent doing work to the agent actually doing real work?

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