Automation Playbook
Build your practice, not your workload

Automation streamlines the process of getting a near real-time view of your client’s financials by capturing data from source documents such as bills and receipts, importing transaction data from bank accounts, and assisting your clients in getting paid. With Xero’s automation toolset you can say goodbye to manual data entry and coding, say hello to seamless bookkeeping, giving you the opportunity to expand your advisory services, or take on more clients, and grow your practice.  And forget subscription fees….only at Xero, this feature includes unlimited users.  That’s how we do beautiful business!