Your invoices, payments and reconciliation — flowing without retyping.
If someone in your business keys orders into Xero, chases the same overdue invoices every week, or retypes supplier bills, that work can run itself. We connect Xero to the systems around it so the numbers just move.
From $99/mo + GST
Free 30-min call · We'll show you 2–3 things to automate first · No obligation
Xero is great at accounting. It's not great at data entry.
Most Kiwi businesses run Xero alongside a website, a POS, a job or booking system, and an inbox full of supplier bills. Xero doesn't talk to any of them on its own — so someone spends their week copying numbers across, and every hop is a chance to fat-finger a total or miss a payment.
We automate that middle layer. Orders become invoices, payments get reconciled, supplier bills are read and drafted, paid jobs trigger review requests, and overdue accounts get chased on a schedule — all inside the Xero you already use.
You can start with a single Xero automation on our Starter plan (From $99/mo + GST), or connect the full flow — orders in, invoices out, payments matched — from $249/mo + GST on Growth. We'll recommend whichever actually fits.
What we automate around Xero
The work that quietly eats hours every week — handled.
Invoices created automatically
New orders from your website, POS or job system turn into Xero invoices the moment they land — no one retypes a line item.
Payments reconciled
Incoming payments are matched against the right invoice automatically, so your bank feed stops being a Friday-afternoon chore.
Invoice data pulled from PDFs & email
Supplier bills that arrive as PDFs or email attachments are read, the numbers extracted, and the bill drafted in Xero for approval.
Review requests on paid invoices
When an invoice is marked paid, we can trigger a review or feedback request automatically — turning a completed job into a Google review.
Debtor follow-ups that actually go out
Overdue invoices get chased on a schedule you set — polite, consistent reminders by email or text without anyone remembering to send them.
How a Xero automation comes together
1. Map your Xero setup
We look at how orders, bills and payments move today, and where someone is retyping data between Xero and another system.
2. Build the connections
We wire Xero to your website, POS, job system or inbox using its API and webhooks — with a small middleware layer where a system has no API.
3. Test with your real data
We run your actual invoices and payments through it and check the edge cases — credit notes, part-payments, foreign currency — before go-live.
4. Go live & maintained
It runs quietly in the background. On a plan we monitor it, so if Xero or an upstream system changes, we're alerted and we fix it.
Not sure which Xero jobs to automate first? Let's map it out.
Free 30-min call · We'll show you 2–3 things to automate first · No obligation
What this looks like in practice
A typical build: web or POS orders land in your inbox or store, and an agent creates the matching Xero invoice, records the payment when it clears, and flags anything that doesn't reconcile — no retyping, nothing missed. Supplier bills that arrive as PDFs get read and drafted for approval the same way.
Related work
We turned a Lower Hutt packaging supplier's invisible website cash sales — recorded in their ERP under a single generic code — into a live reporting dashboard, working alongside the ERP they already run.
Read the Packaging Products case studyFrequently asked questions
Ready to stop retyping into Xero?
Book a free 30-minute call. We'll map where your Xero data gets stuck and show you the first automations worth making.
Free 30-min call · We'll show you 2–3 things to automate first · No obligation