Invoice processing to Xero handoff
An example of extracting supplier invoice lines for human review so bookkeepers stop retyping every figure into Xero.
Example flow from custom practice builds. Not a packaged product feature.
See it in motion
How this feels in the working day
A short simulated run of the practice UI. No live AI on this page. Open the portal demo when you want to click through the real queues.
Handoff after review, not blind posting
Extract, check, then move clean data toward Xero in your process.
Needs you
1
Missing
2
Ready for Xero
3
Purchase invoices extract
Harper & Co Design · 12 lines prepared for review
After human review, packs move into Ready for Xero so bookkeepers post clean figures instead of retyping from a ZIP.
The problem
Retyping is the quiet time sink
Invoices arrive as PDFs and photos. Someone keys lines into Xero while the rest of the pack still needs chasing.
Manual entry under deadline pressure
Bookkeepers rekey supplier invoices while VAT week is already noisy.
Errors hide in the rush
Mistyped amounts and suppliers are harder to catch when everything is hand-entered at speed.
No clear “ready for Xero” state
Staff are unsure which extracts have been checked and which are still waiting.
Staff and client flow
How this example runs
Documents are classified and extracted. Humans review. Clean data moves into Ready for Xero in a way that fits your firm.
Upload the invoice or statement
Files land against the pack instead of a personal inbox.
Classify and extract for review
Lines and key fields are prepared for a human check. Your team stays in charge of what posts.
Review before anything posts
Approve clean, correct, or send back. Nothing relies on blind automation into the ledger.
Hand off toward Xero
Signed-off packs sit in Ready for Xero for bookkeepers, without retyping every line.
In the week
What changes in the week
Bookkeeping time shifts from keying to checking.
Bookkeepers review extracted invoice data instead of retyping into Xero
A clearer Ready for Xero state after human review
Less time lost rekeying while chases are still running on the same clients
Custom each time
An example, not a product SKU
This is an example from builds like the Harper Associates portal demo. Every system is scoped to your process, branding, and channels after a discovery call.
FAQ
Common questions
Straight answers on fit, scope, and what custom means here.
Explore
More example workflows
Want this shaped for your firm?
Book a free discovery call. We will map your process and put a clear project price in writing if there is a fit. Try the portal demo if you want to click through an example first.