SimpleAI integration with Xero

Integrating SimpleAI with Xero allows you to automate many bookkeeping tasks, enhance the accuracy of your accounting data, and gain valuable insights into your financial performance.

How does it work?

SimpleAI simplifies your bookkeeping by automatically importing receipts, invoices, bank statements, and other financial documents into Xero, ensuring your accounting data stays current. Additionally, SimpleAI can match transactions and bank statements in Xero, making account reconciliation quick and easy while reducing the risk of errors.

How do I get started?

Step 1
Connect your Xero account to SimpleAI and seamlessly synchronise your chart of accounts, contacts and tax informations.

Step 2
Upload invoices and bank statement via email or our dashboard. SimpleAl learns from your transaction,
automates the process of invoice coding and categorisation.

Step 3
Review transactions before exporting, or configure automatic export to your preferred accounting software.

Step 4
Import the entries directly into your Xero account.

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