Xero has a clean API, which means the automation is usually straightforward and the interesting work is in the matching rules rather than the plumbing.
How we connect it
REST API
What we automate with Xero
- /01
Bill capture and coding
Invoices read, coded to the right account and tracking category, posted for approval.
- /02
Repeating invoice logic
Raised from usage or job data rather than a fixed schedule, so what goes out matches what happened.
- /03
Payment chasing
Reminders that escalate on your rules, stopping the moment payment lands.
- /04
Management reporting
The monthly pack built from Xero plus the systems Xero cannot see.
An example automation
Agency example. An illustration, not a client result.
Questions about Xero
Do you need full access to our Xero?
We use scoped OAuth access with only the permissions the automation needs, and it is revocable by you at any time.
Can it handle multi-currency?
Yes, and it should. We set the rate source and rounding behaviour explicitly rather than accepting a default.
What if Xero changes their API?
That is what the Run retainer is for. We get the deprecation notice and update it before it breaks.