AI employees that work in Xero
An AI employee that checks bills, matches transactions and prepares month-end notes in Xero, with the finance team approving each step.
Fewer hours on bills and bank lines
In Xero, the routine work is checking new bills, matching bank transactions and writing month-end notes. An AI employee does the first pass on each: it lists mismatches, suggests matches and drafts the notes. The bookkeeper or accountant approves.
If you also use NetSuite, QuickBooks, Procountor or Netvisor, the same approach works there.
Getting started with Xero
Connecting Xero is part of setup, not a project of its own. In the first meeting we look at how your team uses Xero today, pick the one job that wastes the most time, and agree who will own and approve the AI employee that takes it on.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Check new bills against purchase orders
Xero
Mismatch list
Accountant
Suggest bank transaction matches
Xero
Match suggestions
Bookkeeper
Draft month-end notes
Xero
Notes for review
Finance lead
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
Related integrations
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Questions
Does it work with other accounting tools?
Yes. NetSuite, QuickBooks, Procountor and Netvisor are also supported.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.