The manual load we describe on our accounting automation page — copying between systems, re-keying invoices, manual reconciliation — affects Xero users too. We build Xero automation that closes those gaps using Xero's API.

What We Automate in Xero

Xero Invoice Automation

  • Automated invoices created from your CRM, project tool or order system — no re-keying
  • Supplier invoices extracted from PDF or email and pushed into Xero as draft bills
  • Recurring invoice schedules managed programmatically for retainers and subscriptions
  • Credit notes, overpayments and prepayments handled automatically

Accounts Payable & Receivable

  • Accounts payable automation — supplier bills imported, coded and queued for approval
  • Automated accounts receivable — payment reminders, allocation matching and aged debtor alerts
  • Payment runs prepared automatically from approved bills
  • Three-way matching: purchase order → goods received → invoice

Bank Reconciliation

Bank feeds and PDF statements matched to Xero transactions via rules. Unmatched items surfaced for review. Full detail on our reconciliation automation page — and SA bank PDFs via our bank statement converter.

Sales Tax & VAT

  • Automated sales tax calculations validated against Xero's tax rates and your GL mapping
  • VAT return data extracted and formatted for SARS submission or review
  • Tax code mismatches flagged before filing — catch errors at source, not after submission
  • Multi-rate handling for mixed-supply businesses

Reporting & Month-End

  • Management accounts, cash flow reports and aged analysis generated on schedule
  • Recurring journals posted automatically — depreciation, prepayments, accruals
  • See month-end automation for the full close workflow
  • Reports distributed to stakeholders without manual formatting or email

System Integrations

Xero API connects to CRM (contacts, invoices), e-commerce (Shopify, WooCommerce order-to-invoice), payroll and custom databases. Single pipeline beats chaining five app-store add-ons.

Why Custom Xero Automation Instead of App-Store Add-Ons?

Xero's app marketplace has hundreds of integrations. Many handle common needs well. Custom automation earns its place when you need logic the add-on doesn't support (conditional GL coding, multi-entity consolidation, approval workflows that match your org) or when you want one pipeline instead of chaining five separate tools. For fixed cost vs per-document fees, data ownership and South African context, see our main accounting automation page.

Who This Is For

  • Accounting firms managing multiple Xero orgs: Automate invoice imports, reconciliation and reporting across client files — same workflow, every client, every month.
  • Finance teams outgrowing manual Xero processes: If your team copies between Xero and Excel, re-keys invoices, or manually matches bank feeds — automation removes those steps.
  • E-commerce businesses on Xero: Order-to-invoice, inventory cost sync and settlement reconciliation automated end-to-end.
  • Multi-entity or multi-currency operations: Consolidation, intercompany journals and cross-entity reporting — automated rather than assembled by hand.

Related

QuickBooks Automation

Invoices, AP & reconciliation

Custom QuickBooks automation for invoices, accounts payable, bank reconciliation and reporting.

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Reconciliation Automation

Bank-to-ledger & supplier matching

Automated matching across banks, suppliers and intercompany — exceptions surfaced for review.

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Accounting Automation

Full overview

Overview of finance automation we build across Xero, QuickBooks, Sage and Syspro.

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Automate the Manual Work Around Xero

Tell us what your team does by hand between Xero and the rest of your stack. We scope a custom automation — invoices, reconciliation, reporting or all three.

Discuss Xero Automation