Integration · Xero

AI automation for Xero.

Stop spending hours on data entry, reconciliation, and report building. We connect AI directly to your Xero account to automate the workflows that slow your team down.

See what we automate →
What we automate

Built for the way you use Xero.

Invoice Processing

Automatically extract data from supplier invoices, match them to purchase orders, and create bills in Xero without manual entry.

Bank Reconciliation

AI matches transactions to invoices and categorises them based on your historical patterns, turning hours of reconciliation into minutes.

BAS Data Preparation

Aggregate GST data across all accounts, validate coding, and pre-populate your BAS return with confidence before lodgement.

Expense Categorisation

Receipts and expenses are automatically coded to the correct accounts in your chart of accounts, learning from past decisions.

Payment Runs

Batch supplier payments, match remittances, and update Xero records automatically on your chosen schedule.

Financial Reporting

Generate P&L statements, cash flow reports, and custom dashboards pulled directly from your live Xero data.

How it works

Three steps to smarter Xero workflows.

01

Discovery

We audit your current Xero setup, map your workflows, and identify the highest-impact automation opportunities.

02

Build

We design and build your custom automations, connecting Xero to your other tools with thorough testing at every stage.

03

Launch & Support

We deploy your automations, train your team, and provide ongoing support to ensure everything runs smoothly.

85%
Less manual data entry
Faster reconciliation
<2mo
Typical payback period
30h
Saved per week
FAQs

Common questions about Xero automation.

Can you automate Xero without replacing our existing setup?

Yes. We connect directly to your existing Xero organisation via the API. No migrations, no data loss, no disruption to your current workflows.

What Xero tasks can AI automate?

Common automations include invoice processing, bank reconciliation, expense categorisation, BAS data preparation, and financial report generation.

How long does a Xero automation project take?

Most Xero automation projects go live within two to four weeks, depending on complexity and the number of workflows involved.

Is my Xero data secure?

Absolutely. We use Xero's official API with OAuth 2.0 authentication. Your credentials are never stored, and all data is encrypted in transit.

Do you work with Xero Practice Manager as well?

Yes. We can automate workflows across both Xero and Xero Practice Manager, including job management, time entries, and client invoicing.

Get started

Find out what's costing
your business the most.

A 30-minute conversation. No pitch. No obligation. We'll identify your highest-impact automation opportunities before you spend a dollar.

Get your AI Readiness Review
1300 484 044 · ops@flowworks.com.au · 470 St Kilda Rd, Melbourne VIC 3004