Nifty AI captures receipts, invoices, and financial documents directly from your email inbox and publishes them to Xero using intelligent classification, vendor signals, and conversation-thread context.
Manual email bookkeeping slows down real accounting operations.
Financial documents arrive across multiple threads, attachments, and sender formats. Bookkeepers often spend significant time searching inboxes, downloading files, and entering data into accounting software.
Nifty AI transforms your inbox into an automated bookkeeping pipeline by detecting financial documents, extracting structured information, and preparing entries for Xero workflows.
The system prioritizes accuracy and audit safety by routing uncertain items to review queues instead of forcing automatic posting.
Nifty AI monitors your connected inbox and automatically detects invoices, receipts, and bills as they arrive, turning everyday emails into structured bookkeeping inputs.
The system reads attachments and email content to extract vendor names, dates, amounts, and references, preparing clean accounting data without manual entry.
Once verified, transactions are prepared and sent to Xero with the correct supplier, category, and tax treatment so your books stay accurate and up to date.
Stop wasting hours on manual data entry. Let Nifty AI handle the details so you can focus on growing your business.
Connect Gmail or Outlook using OAuth 2.0 authentication. Access is limited to authorized scopes, and each organization connection is isolated for accounting safety.
Nifty AI analyzes conversation history, sender behavior, and document signals before categorizing financial transactions.
Vendor names are normalized and matched against existing Xero contacts. New contacts are created only when necessary to avoid duplicate supplier records.
Transactions are published, saved as drafts, or routed to review based on confidence scoring thresholds and organizational rules.
Yes. Nifty AI detects financial documents from email and links them to matching Xero entries as part of the publishing workflow.
Yes. Historical approval behavior is used to improve vendor matching, classification, and extraction accuracy over time.
Low-confidence documents are routed to review workflows instead of being automatically posted.
Connections are established using OAuth 2.0 authentication with encrypted data transmission and scoped permission access.
Yes. Each organization connection is isolated to prevent cross-entity data leakage.
