AI-Agents for Bookkeepers in Retail working with Xero

Keep 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.

Works with10 tools

Check 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.

Works with11 tools

Surface 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.

Works with13 tools

Put 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.

Works with15 tools

Flag possible repeat supplier bills in client records.

Your AP reviewer sees a possible duplicate and its earlier invoice before approval or payment.

Works with5 tools

Create 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.

Works with16 tools

Add 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.

Works with5 tools

Mark 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.

Works with6 tools

Mark 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.

Works with6 tools

Attach 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.

Works with4 tools