What we automate in Xero
- ✓ Bill and invoice capture, coding and posting to Xero
- ✓ Bank feed and statement reconciliation
- ✓ Approval workflows for payables
- ✓ Customer invoicing and payment matching
- ✓ Custom Xero API connectors to CRMs and other systems
- ✓ Scheduled reports pulled directly from Xero data
How we automate your Xero file
1
Audit your Xero setup
We review your chart of accounts, tracking categories and current workflow.
2
Identify the manual steps
Data entry, approvals and reconciliations that are eating your team's time.
3
Build the automation
Connected via the Xero API — no disruption to your existing file.
4
Monitor and refine
We tune the automation as your transaction volume and processes evolve.
Who this is for
Xero-based SMEs scaling transaction volume
Not-for-profits managing grants and fund accounts in Xero
Bookkeeping firms managing multiple Xero clients
Frequently asked questions
Will this affect our existing Xero file? ▼
No — automation connects via the Xero API alongside your existing setup. No migration or file rebuild is required.
Can you automate accounts payable and receivable in Xero? ▼
Yes — invoice capture, approval routing, payment runs, customer invoicing and payment matching can all be automated.
Do you support MYOB and QuickBooks too? ▼
Yes — we work across Xero, MYOB and QuickBooks depending on what you use.