Xero automation guides
Xero is the top QuickBooks alternative for small businesses, offering invoicing, expense tracking, payroll, bank reconciliation, and financial reporting in the cloud.
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5 Xero automations
Automate Bank Reconciliation in Xero
Set up Xero's bank rules and automated matching to reconcile your accounts in minutes instead of hours — with transactions coded correctly the first time, every time.
Automate Invoice Payment Reminders in Xero
Set up Xero's built-in invoice reminders to automatically follow up on overdue invoices at 7, 14, and 30 days — without manually tracking or emailing a single client.
Streamline Expense Claims and Approvals with Xero
Set up Xero's expense claim system so employees can submit receipts from their phones, managers get automatic approval requests, and approved expenses sync directly to payroll — no paper forms required.
Automate Monthly Financial Reports from Xero
On the first of every month, Xero automatically generates your P&L, balance sheet, and cash flow report and emails them to you and your accountant — no manual report pulling required.
Automate Payroll Reports and Compliance Filings in Xero
Set up Xero Payroll to automatically generate payroll summaries, file payroll taxes, and send payslips to employees — so every pay run is handled end-to-end without manual steps.