Connect Xero to AI for Smarter Bookkeeping
Xero handles your accounts. AI handles the grunt work: chasing payments, categorising expenses, and generating reports so you can focus on growing your business.
AI Overview
Xero AI automation connects your accounting platform to intelligent workflows via the Xero API and Make.com. Key automations include auto-invoice generation, expense categorisation using AI, overdue payment chasers, bank reconciliation alerts, and automated monthly reporting. The repetitive parts of the ledger get handled as they happen, so invoices go out sooner and overdue accounts never sit unchased.
The 5 AI automations that supercharge your Xero.
Less time in spreadsheets. More time building your business.
Auto-Invoice Generation
Complete a job or deliver a product? AI creates the invoice in Xero based on your templates and sends it to the customer. No manual data entry required.
Expense Categorisation
AI reads each transaction, learns your categorisation patterns, and assigns the correct account code. Receipts get matched, GST gets handled, and your BAS prep gets easier.
Overdue Payment Chasers
Invoice overdue? AI sends polite reminders at 3, 7, and 14 days. Escalates the tone gradually. Your cash flow improves without awkward phone calls.
Bank Reconciliation Alerts
AI monitors your bank feeds in Xero and flags unreconciled transactions, duplicate entries, and anomalies. You get a daily summary so nothing slips through.
Monthly Reporting
On the first of each month, AI pulls your Xero data, generates a clear P&L summary, highlights key trends, and emails it to you. Know where you stand without opening Xero.
How the Xero + AI integration works.
Simple architecture. Your Xero data stays secure.
Xero API Connects
We connect via Xero's official OAuth 2.0 API. Your data stays in Xero, and we only read what's needed and write back invoices, categorisations, and notes.
Make.com Orchestrates
Make.com listens for triggers (new invoices, overdue payments, bank transactions) and routes each event to the right AI workflow based on your rules.
AI Processes and Acts
The AI categorises expenses, generates invoices, sends payment chasers, or compiles reports. Everything writes back to Xero so your books stay accurate.
Example Scenario
What this could look like for a Xero-based business.
An illustrative example of how these automations fit together. It is not a specific client, and results will differ from business to business.
Before AI
- ✕Manual invoice creation eats hours each week
- ✕Expense categorisation is tedious and error-prone
- ✕Overdue invoices go unchased for weeks
- ✕Monthly reporting takes a full day to compile
After AI
- ✓Invoices generated and sent automatically
- ✓Expenses categorised as transactions land
- ✓Payment reminders sent at 3, 7, and 14 days
- ✓Monthly reports delivered to your inbox automatically
Xero + AI questions answered.
Will this mess up my Xero data?
Does it work for BAS preparation?
Can my bookkeeper still access everything?
What if the AI categorises something wrong?
How much does it cost?
Free AI Audit for Xero Users
We'll review your Xero workflows, identify the biggest time sinks, and map out the automations that will make the biggest difference. No cost. No obligation.
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