Your team is still typing into Xero what the bank already knows.

Invoice capture, bank reconciliation and posting — automated inside Xero. Bills read from the source, matched to your bank feed, and posted with a log. Your team reviews the exceptions, not every line.

Book a scoping call See how it runs

The Xero work that still needs a person.

Xero is a good ledger. It still waits for someone to feed it — and that is where the hours and the errors go.

Typing bills into XeroEach supplier PDF read by a person and keyed in, field by field.
Reconciling the bank feed by handMatching Xero bank-feed lines to bills and invoices, one by one, at month-end.
Chasing what Xero won't chaseVAT and filing dates that live on a portal outside Xero, that one person remembers to check.
Rebuilding the same reports from XeroExport, clean, format, send — then do it again next cycle.
Moving figures in and out of XeroSpreadsheets into Xero, Xero into the board report, by copy and paste.

A bookkeeper can lose days each month to work Xero could be fed automatically. Those days are the most expensive part of the back office.

What we automate in Xero.

One system, built around how your team already works in Xero.

Invoice and bill captureSupplier, date, amount and tax pulled from the PDF and created as a bill in Xero — no re-keying.
Bank reconciliationXero bank-feed lines matched to bills and invoices; only what doesn't match stops for a person.
Posting to XeroBills, payments and journals written straight into Xero, with a log you can read.
Deadline trackingVAT and filing dates watched outside Xero, with reminders before they fall due, not after.

How it runs, end to end.

A pipeline you can watch, not a black box. Each step checks the one before it.

Documents arriveInvoices land by email or upload. Your Xero bank feed connects read-only.
Read and checkedFigures extracted from each document and validated against totals — no manual entry.
Reconciled in XeroMatched against Xero bills and bank-feed lines. Clean items flow through; mismatches are held.
Posted to XeroBills and transactions created in Xero, each with a log entry.
Exceptions to youOnly what needs judgment reaches a person. You can require approval before anything posts.

you the system

Read-only bank accessWe read the feed. We never move money.

You approve what postsEntries can wait for your confirmation before they reach Xero.

No stored passwordsAccess runs through your own Xero connection and tokens; we don't hold your credentials.

You own the systemSource code and the Xero connection are in your name from day one.

What changes.

The point isn't the software. It's where your team's time goes.

Month-end closes in hours, not daysThe routine is reconciled before anyone sits down to it.
Xero matches the sourceBills and transactions tie back to the document they came from, so reviews and audits stay calm.
Your team moves from entry to judgmentPeople handle the exceptions; the system handles the rest.
You can see what ran and what it touchedA readable log, any time.

Illustrative: for a company handling ~300 bills a month, that is one system reading and reconciling them into Xero, with a person reviewing the dozen or so that don't match — instead of typing all 300.

We work to a fixed scope and a fixed price, show it running on your real Xero data before the end, and leave you owning the system.

Use QuickBooks instead? See the QuickBooks version. Or read how we approach finance automation.

See whether your Xero work is worth automating.

A 45-minute scoping call. Walk us through your month-end in Xero; we'll tell you honestly what's worth automating and what isn't.

Book a scoping call Email [email protected]