Scan & Publish
Every document read, coded and published in a click
Data extracted automatically from invoices, transactions coded to the right account based on client’s history and published to Xero in a click. No manual entry, no rule configuration.
How it works
Key fields extracted automatically
Upload a document, forward it by email or let it arrive via Collect. Supplier, amount, date, due date, line items and VAT breakdown extracted automatically. Nothing typed by hand.
Coded to the right account, without rules to configure
Coding builds from each client's Xero history and your firm's patterns, and improves with every correction your team makes. Add meeting notes or client context directly and Associate factors it in. The more it sees, the less it asks.
VAT applied at the point of entry
VAT rate detected from the invoice and verified against the supplier and transaction type and HMRC guidance. Standard, reduced, zero-rated and exempt handled automatically. Overseas suppliers checked against VAT registration, and reverse charge flagged where it applies.
Exceptions flagged with reasoning, and published to Xero when ready
Exceptions are surfaced as a prioritised set of decisions with reasoning attached. Why it was flagged, what the likely correct coding is, what drove the suggestion. Reviewed transactions publish to Xero in one click as bills, spend money or bank rules. Nothing posts without sign-off.
