BYOBot

Xero Workflow Automation

Automate Xero Without Code

Reconciliation prep, invoice matching, expense categorization, financial reports: describe your Xero workflow and get a portable agent spec. First build free.

Prep bank reconciliation Categorize expenses Match invoices to bills Chase overdue invoices Monthly P&L summary Flag odd transactions

What You Can Automate

🏦
Reconciliation Prep
Match bank lines to Xero transactions, surface the ones that do not tie out, and hand you a clean review list instead of a full ledger.
🏷️
Expense Categorization
Code uncategorized transactions against your chart of accounts, learning your rules, and flag the genuinely ambiguous ones.
🧾
Invoice Matching
Tie incoming invoices to their purchase orders and bills, catch price and quantity mismatches before they get paid.
⏰
Overdue Chasing
Draft aging-aware reminders for unpaid invoices so accounts receivable does not depend on someone remembering to follow up.
📈
Financial Reports
Turn the month's Xero data into a plain-English P&L and cash summary the founder reads without an accounting degree.
🔍
Anomaly Review
Flag transactions that break your normal pattern, duplicate charges, odd vendors, wrong-sign entries, for a human to confirm.

Tools It Works With

Xero QuickBooks Stripe Bill.com Hubdoc Gmail Google Sheets Slack

Where It Runs

💬
AI Chat Tool
Run it in any chat AI
Export a transaction list and paste it into Claude, ChatGPT, or Gemini with a BYOBot spec to get categorization, matches, or the summary back. No OAuth required. Nothing leaves your hands you did not paste.
🖥️
Browser Agent
Agent works your books
A browser agent moves through Xero itself, coding transactions and pulling reports, without an accountant writing API scripts first.
⚙️
Automation Stack
Fully automated close prep
Connect the spec through your automation stack so categorization and matching run on a schedule and month-end starts half-done.

Build Your First Xero Agent

Describe the bookkeeping task. Get a portable spec. Run it wherever your books live.

$25 USD
S$34 SGD · 5 builds per pack · first build free
Build your Xero agent →
No account. No code. Works with any accounting tool.

Who Uses This

Finance Operations Financial Analysts Founders Small Business Operations Managers

Bookkeeping is mostly matching and coding, done under a deadline that arrives every single month. A transaction hits the bank feed and needs a category. An invoice arrives and needs to tie to a bill. A customer is 40 days late and needs a nudge nobody wants to write. The judgment in any one of these is small; the volume is what wears people down, and the volume is what pushes reconciliation to the last possible day. Xero automation takes the matching and coding off the person and leaves them the review.

BYOBot writes a portable spec for each accounting workflow: a structured file that captures the source data, the rules of your chart of accounts, the match logic, and the output. Build the categorization spec once and run it from a chat AI where you paste an export, a browser agent that codes transactions inside Xero, or your automation stack on a schedule. Your rules live in the file, so the agent codes the way your bookkeeper would, and you keep the review step. It sits alongside invoice processing automation and the finance operations workflow set.

A note on trust: BYOBot doesn't move money, and it doesn't need to. It preps the reconciliation, drafts the reminder, and flags the anomaly, then a person approves. That boundary is the point. Start with expense categorization because it runs constantly and the rules are stable, then let invoice matching and overdue chasing follow. If you also keep books in QuickBooks for another entity, the same specs port with the account names swapped.

Common Questions

BYOBot automates the repetitive, rule-based parts of bookkeeping in Xero: preparing bank reconciliations, categorizing transactions against your chart of accounts, matching invoices to purchase orders and bills, drafting overdue-invoice reminders, summarizing the monthly P&L, and flagging transactions that break your normal pattern. It handles the matching and coding and leaves the approval to you.
No, and that's deliberate. BYOBot preps and drafts: it categorizes, matches, summarizes, and flags, then a person reviews and approves any payment or posting. It never executes a payment or transfers funds. The human stays in the loop on anything that touches money, which is exactly where you'd want the boundary.
Categorization automation reads uncategorized transactions and codes them against your chart of accounts using your rules, learning patterns like which vendor maps to which account. It codes the clear cases and flags the genuinely ambiguous ones for you, so you're reviewing a short exceptions list instead of the whole ledger.
Yes. Reconciliation-prep automation matches bank feed lines to Xero transactions, ties out what it can, and surfaces the mismatches and unexplained items as a clean review list. You confirm and post. It turns reconciliation from a from-scratch chore into a quick review of the handful of lines that need judgment, so you're not rebuilding the tie-out by hand every month.
Xero workflows port to QuickBooks and other accounting platforms because BYOBot builds a portable spec that maps your logic and chart of accounts rather than one product's screens. Running two entities on different tools does not mean building your automations twice.
No. Paste a transaction export into an AI chat tool for instant categorization or summaries, run a browser agent against Xero directly, or connect the spec to your automation stack via API for scheduled runs. You can start with no integration and add automation when you're ready.