How it works. From your inbox to your team's review.
Your accounts inboxSupplier emails and scanned documents.
Your accounts agentReads and sorts incoming mail.
- Invoices
- Other mail
- Statements
Each invoice run
Draft bills in XeroInvoice attached. Duplicates checked, supplier matched, coding from your books.
When a person is needed
Manual reviewYour team enters the bill.
Weekly
Action list by emailStatements matched against Xero. What needs attention, store by store.
Your accounts teamReviews bills in Xero and follows up exceptions. The agent never approves or pays a bill.