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.

View →
Accounting Automation

Full overview

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

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New to accounting automation? Read: What accounting automation software actually does — a plain-language breakdown of what gets automated and what to expect.

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