Catch Up Your Xero Mess in Days, Not Months
Transform years of uncategorized transactions and missing receipts into clean, reconciled books. Our AI matches your historical Xero transactions with emails and documents you thought were lost forever.
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Days to Complete Cleanup
Is This Your Xero Right Now?
Months or years of bank feeds imported but never properly categorized? Transactions sitting as “uncategorized” or wrongly coded? Receipts buried in email while your books look like a disaster?
You’re not alone. Most SMBs have clean bank connectivity but messy transaction coding – and catching up feels impossible.
Our 4-Step Catch-Up Process
Import Your Xero Transaction History
We securely connect to your Xero account and pull all your historical transactions – the good, the bad, and the uncategorized. Our AI analyzes transaction patterns, amounts, dates, and descriptions.
Scan Years of Email History
Our Financial Intelligence Engine analyzes your email accounts (with your permission) to find receipts, invoices, and financial documents that correspond to your Xero transactions. We can process years of historical emails instantly.
AI-Powered Transaction Matching
Our proprietary AI matches email receipts to Xero transactions based on amounts, dates, vendor names, and transaction patterns. What used to take months of manual work happens in hours.
Human Review & Final Reconciliation
Our expert bookkeepers review all AI suggestions, verify categorizations, and handle edge cases. We ensure 95% accuracy before pushing clean, properly categorized transactions back to your Xero.
Before vs. After
BEFORE: Your Xero Nightmare
- 51% of transactions uncategorized
- No supporting documentation
- Month-end takes 15+ hours
- Can't generate meaningful reports
- Audit anxiety
AFTER: Clean, Organized Books
- 95% of transactions properly categorized
- Digital receipts attached
- Month-end in under 2 hours
- Accurate P&L and expense reports
- Audit-ready documentation
Ready to Clean Up Your Books?
Stop dreading month-end. Transform your messy Xero into organized, audit-ready books with supporting documentation for every transaction.