Xero on autopilot
From invoice processing to BAS prep, we build AI systems that handle the repetitive Xero tasks your team does every day.
Automated Invoice Processing
AI reads incoming invoices from email, extracts line items, matches them to contacts and purchase orders in Xero, and creates draft bills — ready for you to approve with one click.
Smart Receipt Capture
Forward receipts to your AI assistant. It extracts the vendor, amount, GST component and category, then files the expense in Xero with the correct account code and tax rate.
Bank Reconciliation
AI matches bank transactions to invoices, bills and expenses in Xero automatically. It learns your patterns over time, handling 80-90% of reconciliation without you touching it.
BAS & GST Preparation
Automated pre-BAS checks that scan for coding errors, missing GST, duplicate entries and unreconciled transactions — so your BAS is clean before your accountant even looks at it.
Payment Follow-Ups
AI monitors overdue invoices and sends polite, escalating payment reminders via email. Customise the tone, timing and frequency — no more awkward phone calls chasing payments.
Supplier Payment Tracking
Track supplier payment terms, flag upcoming due dates, and get alerts when early payment discounts are available. Never miss a payment deadline or discount window again.
Shimicoat saved $250K+ with AI-powered Xero automation
We built a custom AI system for Shimicoat that automated their invoice processing, customer communications and order management — all connected to Xero. The result: over $250,000 in annual savings and a finance team that spends its time on strategy instead of data entry.
The same AI architecture we built for Shimicoat is what we deploy for every Xero automation client. Whether you process 50 invoices a month or 5,000, the system scales to match your volume.
$250K+
Annual savings
90%
Less manual entry
2x
Faster reconciliation
40+
Hours saved per week
How we connect AI to your Xero
From audit to live automation in weeks, not months. A structured process designed around your Xero setup.
Xero Audit
We review your Xero setup, chart of accounts, invoice volume and current workflows to identify where AI will save the most time.
Design Automations
We map out which processes to automate first — invoice processing, reconciliation, payment chasing — based on your biggest pain points.
Build & Connect
We build your AI system, connect it to Xero via secure API, test with real data and deploy it into your live environment.
Monitor & Improve
We monitor accuracy, handle edge cases and continuously improve the system as your business grows and Xero evolves.
Common questions
Will AI access my Xero data securely?
Yes. We connect via Xero’s official OAuth 2.0 API with read/write permissions scoped to only what’s needed. Your data stays in Xero — the AI processes it in real time without storing copies. All connections are encrypted and auditable.
Does this replace my bookkeeper or accountant?
No. AI handles the repetitive data entry, matching and chasing that eats up their time. Your bookkeeper or accountant focuses on the strategic work — reviewing reports, advising on cash flow and lodging BAS. Most clients find their accountant’s bill drops because the grunt work is done.
How long does it take to set up?
Most Xero automations are live within 2–4 weeks. Simple setups like payment reminders can be running in days. More complex workflows involving multiple approval steps or custom integrations take a bit longer.
What if the AI makes a mistake in Xero?
We build every automation with a human-in-the-loop approval step for high-value actions. Invoices are created as drafts, reconciliation suggestions are flagged for review, and payment reminders can be previewed before sending. You stay in control.