Xero Bot

Xero is the preferred accounting software package for small and medium-sized businesses in the UK and Australia. It is also gaining popularity in the USA. It is used by over 2 million businesses in the UK. In a large percentage of these cases, business owners need assistance in maintaining their books. They achieve this by hiring local accountants and bookkeepers. In some cases, they take help from firms specialized in accounting for small businesses. We offer a third alternative. Bots and humans working in partnership to handle bookkeeping and accounting. Our set of prebuilt Xero bots are available for accounting firms to immediately start using.

What can our Xero bot do?

• Enter transactions from bank statements and credit cards and classify them accurately
• Perform reconciliation of bank and credit card accounts
• Process invoices sent by vendors
• Create and send invoices
• Download and send any report generated by Xero such as Profit & Loss statements, Balance sheets and Reconciliation reports
• Import transactions automatically once credentials are provided
• Connect with APIs

What are the key features of Xero that our bots can work on?

• Accepting transactions from automatic bank feeds
• Transaction classification
• Accounts payable
• Purchase order mapping to invoices issued by vendors
• Bank reconciliations, and standard business and management reporting
• Get information from other software and enter it in Xero

Why choose Integra Balance for Xero bots?

• As a pioneer in outsourcing for accountancy practices (since 2004), serving CPA’s, accounting firms and businesses of all sizes, we understand industry language well
• Our hands-on experience in accounting industry combined with our intelligent automation skills in Xero make us your ideal partner
• We have developed bots that can work on a variety of processes with Xero. We can get you set up and start quickly
• We deliver a complete end to end solution that includes accounting process assessment
• We are committed to “Intelligent automation” with knowledge in accounting, finance and payroll robotic automation design/implementation
• We analyze your accounting process and quickly develop trial of our robotic automation solution to help you understand the value and potential of robotic accounting solution (even before it is implemented)
• We help you improve your process and speed so that you can stay ahead of your competitors
• Our pre built Xero bots can get you started quickly