Your team owns the build.
Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.
Explore courses and workshops ↗Accounting & bookkeeping
Xero
Xero
Managed AI Workflows.
Organize invoice and reconciliation questions into clear review queues that fit the way your bookkeeper works.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Unclear references, missing receipts and incomplete supplier information create repeated interruptions. AI is most useful when it prepares the evidence without assuming accounting authority.
Help staff resolve missing information sooner and preserve a traceable decision for each item.
A WORKFLOW WORTH EXPLORING
Missing-document follow-up preparation
A bookkeeper marks a transaction or invoice as needing supporting information.
Draft a targeted information request that explains what is missing and why it is needed, with no invented transaction details.
WHERE JUDGMENT BELONGS
Make the review point explicit.
The bookkeeper checks the request and recipient. Tax classification, reconciliation and payment decisions remain in the accounting approval process.
Work within the real constraints.
Confirm the Xero organization, integration scopes and document-access arrangements. Do not treat a contact match as proof of supplier identity.
Success needs
a useful measure.
Measure follow-up cycles, recipient corrections, time to receive usable evidence and bookkeeper review effort.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhat are you
What are you
working on?
Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.