Automate Xero

Invoices, bills, bank reconciliation and reports in Xero – done for you, with a person approving anything that matters.

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What Xero leaves on your desk

Xero is quick to use, but someone still has to feed it. Bills arrive as PDFs, some bank accounts have no feed, customers need chasing, and reports get copied into Excel every month. That feeding is the part Automize takes over.

How Automize automates Xero

Posts bills from invoices

Reads supplier invoices from your inbox and creates the bills in Xero, coded and matched.
Raises and chases invoices

Creates sales invoices, sends them, and chases overdue ones on a schedule you set.
Fills the feed gaps

Fetches statements for accounts with no Xero bank feed and reconciles them.
Pulls the reports

Takes the trial balance, balance sheet and profit and loss into your own workbook or dashboard.

What always comes to a person

Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:

New suppliers and changed bank details
Any payment release
Journals that need judgement

Ways to automate Xero with Automize

Xero connector →

Every ready-made Xero action, for building your own automations.

Creditors Clerk →

Supplier bills into Xero, end to end.

Bank & Reconciliation Clerk →

Reconciliation, including accounts with no feed.

Works with the systems you already use

Xero

Office 365 IMAP

FNB

Power BI

SimplePay

Dext

See every connector →

Questions people ask about automating Xero

Can you automate invoices in Xero?

Yes, both ways. Supplier invoices can be read and posted as bills, and sales invoices can be created, sent and chased.

Can you automate reports in Xero?

Yes. Automize can pull the trial balance, balance sheet and profit and loss from Xero on a schedule and put them in your workbook or dashboard.

Can you automate payroll in Xero?

The Payroll Clerk runs payroll in SimplePay, PaySpace or Sage 300 People and posts the journal into Xero, so Xero stays current without retyping.

Does Xero automatically send invoices?

Xero can repeat invoices on a schedule. Automize goes further: it builds invoices from where the work is recorded, sends them by email or WhatsApp, and chases the unpaid ones.

See it work on your own job

Try a document free right now, or have one of your real processes running in 7 days at a fixed price.

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