Xero Automations
Automate your Xero bookkeeping — from invoice approvals to bank reconciliation, payment reminders, and monthly financial reports.
6 automations for Xero
Pick any workflow and we'll build it for you.
Invoice Approval Workflow
Route invoices for approval in Slack and auto-mark as approved in Xero.
How it works
Invoice received via email
AI extracts invoice data
Create bill draft in Xero
Send Slack approval request
Approver clicks approve button
Mark approved and schedule payment
Auto-Reconciliation
Match bank transactions to Xero invoices automatically based on reference and amount.
How it works
Bank feed updated in Xero
n8n checks unreconciled items
Match by reference and amount
Auto-reconcile matching transactions
Flag unmatched for review
Send daily reconciliation report
Late Payment Reminder
Send escalating reminders to overdue customers without manual effort.
How it works
Check Xero for overdue invoices daily
Day 1 overdue: friendly reminder
Day 7: firm reminder with PDF
Day 14: final notice
Day 21: flag for collections
Log all communications
Expense Categorisation
Auto-categorise expenses from receipts and sync to the correct Xero account.
How it works
Receipt photo uploaded to Slack/email
AI reads and extracts receipt data
Categorise by merchant and amount
Create expense in Xero
Assign to correct account code
Request approval if over threshold
Monthly Financial Report
Auto-generate a formatted P&L and cash flow report every month-end.
How it works
Last day of month trigger
Pull P&L data from Xero API
Pull cash flow data
Generate narrative with AI
Format as PDF report
Email to directors and accountant
Vendor Payment Workflow
Streamline vendor payments with approval workflows before money leaves the account.
How it works
Payment due date approaches
Pull invoice details from Xero
Send payment approval to manager
Manager approves via Slack
Schedule payment in Xero
Send payment confirmation to vendor
Want a custom Xero automation built for you?
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