AI-Agents for Bookkeepers in Accounts Payable in Wholesale Distribution working with Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Match supplier invoice PDFs to open bills in the books.
Your bills carry supplier invoice PDFs for review, and your payables person sees any match that needs a decision.
10 toolsKeep emailed invoice PDFs with their matching bills.
Your reviewers find the invoice PDF on the pending bill. Your payables person sees any match that needs a decision.
10 toolsCheck emailed invoice numbers against paid bills before review.
See which supplier bills may already be paid before your team decides what to do with the pending bill.
11 toolsSurface unpaid bills that still need receipts or approval.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
13 toolsPut client bill decisions where the next finance owner works.
Your finance team sees the decision and next step in its task, with a link back to the bill.
15 toolsFlag possible repeat supplier bills in client records.
Your AP reviewer sees a possible duplicate and its earlier invoice before approval or payment.
5 toolsCreate an assigned follow-up for each unapproved bill due soon.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
16 toolsAdd an order balance check to draft bills prepared for review.
See what remains on a purchase order before reviewing a partial supplier bill, with line differences or a clear note when the match needs your help.
5 toolsMark draft bills with a warning when the invoice was paid.
Your draft bills show paid-invoice warnings or clear match questions, so your payables team can decide what to do next.
6 toolsMark pending bills that reuse a supplier invoice number already paid.
Your team sees when a bill may repeat a paid invoice number. A warning or review question shows what needs attention.
6 toolsAttach a corrected supplier invoice to the right client's bill.
Your pending bill carries the corrected invoice with its earlier version linked when the match is clear.
4 tools