Connect Xero and your agent reads your invoices and bills, chases what's unpaid, and explains your numbers in plain English. Your books stay current while you do the work that matters.
Each week, chase the unpaid invoices with a friendly nudge to each client.
Chick
APP
9:19 AM
Done. I found 6 unpaid invoices past due and drafted a friendly nudge to each client, personalized with the amount and due date. Ready for you to send.
Dhruv
9:24 AM
Sending now.
#
bills
Zaria
8:31 AM
When a bill comes in, categorize it and flag anything unusual.
Clifford
APP
8:32 AM
A new bill came in from a supplier. I categorized it to the right account and flagged it, because the amount is 40 percent higher than the usual monthly charge.
Zaria
8:38 AM
Good catch.
#
finance
Brendan
9:00 AM
Give me a plain-English read on this quarter's profit and what drove it.
Marshmallow
APP
9:02 AM
Here's a plain-English read on the quarter: profit is up, driven mostly by two large projects and lower software spend. I laid out the three biggest movers for you.
Brendan
9:05 AM
That's clear, thanks.
Live in three steps
No integration project. Connect in under a minute and your agent is working.
01
Find
Pick the integration from your agent's list, or just ask the agent to connect it.
02
Approve
Confirm the access. Change what's granted anytime.
