Nifty AI connects directly to your Gmail or Outlook, captures invoices and receipts in real time, and syncs them to Xero — without manual uploads or forwarding.
Manual bookkeeping is slow, repetitive, and easy to get wrong. Searching through your inbox for invoices, downloading attachments, and typing amounts into Xero takes hours each month and leaves room for mistakes. Nifty AI changes all that. Your inbox becomes a fully automated source of structured, categorized transactions, ready for Xero reconciliation.
Emails are captured in real time, classified accurately, and matched to the correct suppliers. High-confidence items are published automatically, while anything uncertain is sent to review, so you maintain control without checking every document manually.
Securely link Gmail or Outlook in minutes. We monitor new emails in real time and can scan past emails for historical cleanup.
Invoices and receipts are automatically detected. Key data is extracted and categorized using your custom rules.
Securely link Gmail or Outlook in minutes. We monitor new emails in real time and can scan past emails for historical cleanup.
Stop wasting hours on manual data entry. Let Nifty AI handle the details so you can focus on growing your business.
Data flows both ways between your system and Xero using native APIs. Invoices, bills, payments, and status updates stay aligned without manual exports or reconciliation work. Changes made in Xero reflect back automatically to keep teams working from the same data.
Imports your full Xero chart of accounts and learns how transactions should be categorized over time. Reduces misclassification and improves reporting accuracy. Works with custom account structures and complex category setups.
Matches incoming vendors and customers to existing Xero contacts using normalized name logic and historical signals. Prevents duplicate supplier creation and keeps your contact list clean. Creates new contacts only when no reliable match exists.
Detects transaction currency and applies Xero’s configured exchange settings. Supports international suppliers and customers without spreadsheet conversions. Ensures foreign currency entries remain consistent with your accounting records.
Our AI seamlessly integrates with popular platforms like QuickBooks, Xero, and Sage, plus many others. We’re always expanding to fit your workflow.
We follow strict bank-level security protocols — including end-to-end encryption, multi-layer authentication, and secure cloud storage. Your data is never shared, sold, or used for training any third-party AI models. You stay in full control, always.
Our AI results are always double-checked by expert bookkeepers. But if something slips through, you can flag it — and our team will fix it promptly. You’ll always have a human you can talk to, not just an automated system.
Yes. Your financial records are 100% yours. You can access, export, or migrate your data anytime — with no lock-ins, no hidden fees, and no restrictions.
You can get started within 24 hours. Just connect your email and Xero account, and we’ll begin pulling data automatically. Our team helps you set up everything for a smooth transition.
