Automated Daily Bookkeeping for Xero
Connect once, and AI handles your daily bank reconciliation, categorizing transactions and matching documents while you focus on what matters. Works for firms managing client books or business owners doing their own.
New features we've recently added
AI Chain-of-Thought for Transaction Categorization
NewThe first-in-market AI Chain-of-Thought approach for categorizing transactions with up to 98% accuracy. The AI 'thinks out loud', ensuring more precise classification and fewer manual adjustments.
- Deeper Context Understanding, thoroughly reviews each transaction's context before deciding on a category
- Historical Data Referencing, learns from your past transaction patterns for more accurate predictions
Performance Insights & Monthly Reporting
NewEnhanced reporting tools reveal how many transactions were processed by the AI Bookkeeper vs. an accountant, giving you clear visibility into efficiency, cost savings, and accuracy.
- AI Efficiency, see the exact number of transactions handled by AI each month
- Cost & Time Savings, track how much manual labor you're saving
- Accuracy Rate, up to 98% bank feed coverage via AI Chain-of-Thought
Fully Transparent, Detailed Logs
NewSay goodbye to mystery categorizations. For every Xero transaction you'll now see the full reasoning behind each AI suggestion.
- Reasoning Behind the AI's Suggestion, understand exactly why a category was chosen
- Influential Historical Transactions, trace which past entries guided the AI's decision
- Class / Project / Customer Matching, see alignment with the right tag in Xero
Easy 'Skip by Stop Keywords' Feature
NewNeed to exclude certain transactions from automated reconciliation? The Stop Keywords feature lets you configure this in your Business Settings.
- Flexible Control, fine-tune which transactions you prefer to handle manually
- More Efficient Workflow, avoid reverting AI categorizations when not needed
Categorize transactions 5× faster
With 100% certainty, Reconci.ai knows how you categorize and can do the majority of the work for you, learning your Xero chart of accounts from day one and improving with every reconciliation.
Smart Category Matching
Uses client historical categorization data and similarity search to automatically find the right category, every time, across your entire Xero chart of accounts.
Tracking Categories & Projects
Reconci.ai treats all Xero fields equally. Tracking categories, projects, and contact groups get smart suggestions based on your historical reconciliation patterns.
Tax Rate Coverage
Get your taxes covered no matter where your clients are located. The AI applies the correct tax rate for each jurisdiction automatically.
Client Comment-Driven Categorization
Automatically reconcile transactions without your direct input, simply have your client leave a note and the AI categorizes it correctly in Xero.
Communicate with your clients faster
One click can lead to a better P&L, less manual work, and thankful clients. Or you can continue with many emails, phone calls, and stressed-out clients. The choice is yours.
One-Click Client Questions
Send transaction queries to your clients in a single click. No drafting emails, no tracking threads, just faster communication and cleaner books.
Split & Assign to Specific Users
Route transaction questions to the right person, split queries between different users and select exactly who you want to ask.
Full Query Tracking
See every transaction sent to clients, when it was sent, to whom, and when the last reminder was triggered. Total visibility, no guesswork.
Customizable Client View
Control exactly what your clients can see and how they respond. Add or remove any field with one click to tailor the experience per client.
Import and manage documents easy and in bulk
Stop handling documents one at a time. Reconci.ai streamlines your entire AP workflow, from bulk uploads to automatic matching directly in Xero.
Bulk Document Upload
Stop uploading documents one at a time. Upload invoices, bills, and receipts to Reconci.ai in bulk, then watch them automatically matched in Xero.
Unique Client Email Address
Generate a unique email address per client. They upload documents directly, no more downloading, re-uploading, or manual file transfers.
Flexible Workflow Modes
Choose Basic (simplified, no editing) or Advanced (full control with editing and exporting). Match the flow to your firm's process.
Export with Original Document
Always have a reference to the original document directly in Xero. Every export includes the source document for full traceability.
Google Drive & Dropbox Integration
Connect your cloud storage to import invoices, bills, and receipts into Reconci.ai, reducing data entry and streamlining your AP workflow.
Smart warnings that prevent mistakes
Get intelligent assistance with reconciliation, featuring history checks and suggested options so you always make the right call in Xero.
Payee History Alerts
Get warned about possible mistakes before they appear in your Xero books. The AI checks if a transaction's payee has ever been categorized differently, and flags it immediately.
Multi-Category Suggestions
When a reconciliation has multiple plausible matches, the AI researches the context and notifies you, so you always choose with full information rather than guessing.
Two-Way Xero Sync
Full bidirectional sync means changes in Xero reflect in Reconci.ai instantly, and vice versa. Always in lockstep.
Fast & Hassle-Free Transaction Sync
All bank feed transactions sync automatically, without manual intervention. Your books stay current around the clock.
Contacts & Vendors Sync
Don't worry about contact or vendor data, Reconci.ai syncs everything automatically so you never have to configure it twice.
Seamlessly connected to Xero
Connection to Xero has never been this fast or easy. Reconci.ai syncs transactions, contacts, vendors, and all additional information automatically , so you can focus on the work that actually matters.
We love doing the boring part of bookkeeping, so you don't have to.
Manage all your Xero clients in one place
Track progress across every client from one dashboard. No more switching between Xero organisations or losing track of who needs attention.
All Clients in One Place
Manage every Xero client from a single system. No more switching between logins or spreadsheets to stay on top of your portfolio.
Essential Identifiers on One Dashboard
Track reconciliation rate, AI coverage, and pending items for every client at a glance. No need to drill into individual Xero accounts.
No More Back-and-Forth
Everything you need to manage client books is in one unified workspace. Reconci.ai eliminates the constant switching between different systems.
Clients Managed
24
+3 this month
AI Accuracy Rate
98%
Chain-of-Thought
Transactions Reconciled
5,210
This month
Hours Saved
51 hrs
vs manual reconciliation
Everything your Xero workflow needs
Intelligent Learning from Historical Data
- Analyzes up to 2 years of your business's financial history in Xero
- Understands your unique categorization patterns and accounting preferences
- Applies learned patterns to new transactions for accurate reconciliation
Automated Bank Reconciliation
- Reconciles bank feed transactions automatically, no manual steps
- Matches payments with bills, invoices, and receipts without intervention
- Handles complex split transactions and multi-invoice payments effortlessly
Human-Like Xero Interaction
- Operates directly within the Xero interface, mimicking expert bookkeeper actions
- Navigates complex tasks just like a skilled human user would
- Automates tasks that usually require manual handling in Xero
Collaborative Intelligence
- Requests human input for transactions with less than 90% confidence
- Provides suggestions for unclear entries, enhancing overall accuracy
- Continuously learns from manual approvals and direct changes in Xero
Flexible Automation Schedule
- Works on your preferred schedule: daily, weekly, or monthly
- Performs tasks in the early morning, books are ready when you start your day
- Configurable run windows to fit your team's workflow
Continuous Improvement
- Retrains its model daily based on human interactions and changes
- Constantly refines understanding of your business's financial patterns
- Increases automation accuracy over time, reducing the need for intervention
Beyond traditional Xero integrations
Unlike traditional Xero integrations that rely on limited API access, Reconci.ai's RPA-driven AI Bookkeeper works directly within your Xero interface. It performs reconciliation tasks just as a human would, but faster and 24/7. This means we can automate processes that other solutions simply can't touch. Our AI learns from your historical data and bookkeeping patterns, continually improving its accuracy and reducing the need for manual intervention.
Ready to automate your Xero bookkeeping?
Watch as our RPA-driven AI Bookkeeper processes transactions with precision, without manual effort. It adapts to your needs, improves over time, and keeps your books organized with minimal oversight.