Automations that work with Xero
37 automation jobs we can connect to your Xero setup, from €99.
AP Aging Report Generation Automatically generate an up-to-date accounts payable aging report by vendor and bucket, without exporting and rebuilding a spreadsheet each week. AR Aging Report Generation Automatically generate an up-to-date accounts receivable aging report by customer and bucket, with dispute and credit-hold context built in. Automate 3-Way Invoice-to-PO Matching Automate 3-way matching of invoices, purchase orders and goods receipts. AI flags exceptions instead of forcing your AP team to chase every mismatch. Automate Invoice Coding to GL Accounts Automatically code vendor invoice line items to the correct GL account and cost centre, learning from your historical coding patterns. Automate Recurring Invoice Scheduling Automatically schedule and process recurring vendor invoices like rent, subscriptions and retainers, with amount-change alerts before payment. Automate Vendor Statement Reconciliation Automatically match vendor statements against your AP ledger, surfacing missing invoices and payment timing gaps without a manual line-by-line review. Automated Bank Reconciliation Automatically match bank transactions to your ledger, handling batch deposits, part-payments and FX rounding, with only genuine exceptions surfaced. Automated Credit Note Processing Automatically generate and apply credit notes from approved returns, disputes or pricing corrections, matched back to the original invoice. Automated Customer Invoice Generation Automatically generate and send customer invoices from orders or delivery confirmations, with correct pricing, tax and terms applied every time. Automated Duplicate Invoice Detection Automatically flag duplicate vendor invoices before payment, even when the amount, date or invoice number is slightly altered. Automated Payslip Generation and Distribution Automatically generate and securely distribute payslips to every employee after each pay run, with delivery confirmation tracked centrally. Automating Dunning and Overdue Payment Reminders Automatically send escalating, tone-appropriate payment reminders as invoices age, and stop chasing the moment a payment clears. Automating Receipt Data Capture and Categorization Automatically extract and categorize receipt data from a photo, learning your team's spending patterns so coding gets more accurate over time. Cash Application: Payment-to-Invoice Matching Automatically match incoming customer payments to open invoices using remittance data, even when references are missing or amounts don't line up exactly. Cash Flow Forecasting Automatically generate a rolling cash flow forecast from live AR, AP and payroll data, updated continuously instead of rebuilt from scratch each month. Commission Calculation and Payout Automation Automatically calculate sales commission against your plan rules and CRM data, with full traceability so every rep can see how their number was built. Corporate Credit Card Statement Reconciliation Automatically match corporate card transactions to receipts and GL coding, flagging missing receipts and policy exceptions before statement close. Customer Statement Generation and Distribution Automatically generate and send monthly customer account statements showing open invoices, payments and balance, on schedule without manual assembly. Early Payment Discount Capture Automatically identify and act on early-payment discount terms like 2/10 net 30 before the window closes, without manually tracking every vendor's terms. Employee Expense Report Processing Automatically process employee expense reports end to end, from receipt capture through policy checking to reimbursement, no manual line review. Expense Policy Compliance Checking Automatically check every expense against your actual policy rules, flagging real violations by severity instead of a generic pass/fail on every line. Invoice Approval Routing Automatically route each invoice to the right approver based on amount, department and vendor, with escalation when approvals stall. Mileage and Travel Expense Calculation Automatically calculate mileage reimbursement from actual trip data at the correct current rate, without an employee estimating distance by memory. Multi-Currency and Unit Data Normalization Normalize currency, unit of measure, and numeric formatting inconsistencies across systems before they distort financial or inventory reporting. New Starter and Leaver Payroll Setup Automatically set up new employees and process leavers in payroll from HR system triggers, so nobody is missed on the next pay run. Payment Gateway Settlement Reconciliation Automatically reconcile Stripe or PayPal payouts against transactions, fees and refunds, so the deposit in your bank account actually makes sense. Payment Run Batching and Preparation Automatically assemble, validate and stage payment runs from approved invoices, with duplicate and bank-detail checks before the batch is submitted. Payroll Bank Reconciliation Automatically reconcile payroll bank debits against the payroll run, catching failed payments, duplicate runs and unexpected amount variances. Payroll Data Entry From Timesheets Automatically pull hours from timesheets into payroll, applying pay codes and catching missing or implausible entries before the pay run. Payroll Variance Checking Automatically flag payroll anomalies against the prior run before payment, catching data errors before they become a wrong paycheck. Pension and Benefits Contribution Processing Automatically calculate and remit pension and benefits contributions against employee elections, catching drift before it becomes a compliance issue. Per Diem Policy Application for Travel Automatically apply the correct per diem rate by destination and trip length, handling partial days and meal deductions without manual calculation. Petty Cash Reconciliation Automatically track petty cash disbursements against receipts and running balance, catching shortfalls before month-end instead of after. Recurring Billing and Subscription Invoicing Automatically generate subscription invoices with correct proration, upgrades, downgrades and cancellations handled, not just flat recurring renewals. VAT Invoice Validation for Reclaim Automatically check vendor invoices meet the formal requirements to reclaim input VAT, catching disqualifying issues before the claim is filed. VAT Return Preparation Automatically assemble and cross-check VAT return figures from your ledger, catching coding errors before filing rather than at the next audit. Vendor Invoice Data Capture and OCR Extraction Extract line-item detail from vendor invoices in any layout or format and push clean, structured data straight into your accounting system.