AI-Agents for Handoffs in Wholesale Distribution working with Xero
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Attach inventory supplier invoice PDFs to open bills.
Your bills carry supplier invoice PDFs for review, and your payables person sees any match that needs a decision.
10 toolsAttach emailed inventory invoices to matching pending bills.
Your reviewers find the invoice PDF on the pending bill. Your payables person sees any match that needs a decision.
10 toolsCarry stock supplier bill decisions into finance tasks.
Your finance team sees the decision and next step in its task, with a link back to the bill.
15 toolsLink corrected stock invoices to bills awaiting review.
Your pending bill carries the corrected invoice with its earlier version linked when the match is clear.
4 tools