Client document chasing with Xero invoice and bill context
Designed around a clear trigger inside Xero, a reviewed AI draft and a measurable reduction in admin time.
XerotoReview
Accounting and bookkeeping software
AI automation for Xero.
AI automation for Xero means layering reviewed AI agents on top of Xero to handle work like client document chasing with Xero invoice and bill context, bank reconciliation suggestions with rule generation drafts working natively with Xero features like bank rules, tracking categories, Find & Recode. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Xero.
Xero is the dominant cloud accounting platform for Australian small business, used for invoicing, payroll, reconciliation and BAS. Horizon AI builds reviewed AI workflows that sit inside Xero, layered onto how your team already works.
30 min with our Director. No sales rep, no follow-up.
Xero
Accounting and bookkeeping
- Fewer hours on manual client document chasing
- Faster month-end and BAS turnaround
- Cleaner reconciliation and invoice triage
- Consistent client communication drafts ready for review
How AI fits in Xero
AI workflows that speak Xero's language.
Below are the actual product modules, features and ecosystem partners Xero uses - the AI layer Horizon AI builds slots into these, not around them.
Trigger AI agents from bank rules to auto-code untouched statement lines into the correct chart of accounts and tracking categories, then use Find & Recode to bulk-fix historical contact or tax-rate errors across thousands of transactions. Agents can also publish captured bills from Hubdoc and reconcile to supplier statements without an accountant touching cash coding.
By the numbers. 4.9 million global subscribers as of March 31, 2026, with over 1.6 million in Australia.
Xero modules and features we work inside
bank rulestracking categoriesFind & RecodeHubdocDemo companycash coding
Other Xero implementation specialists in Australia
- Hubdoc (Xero-owned bill capture)
- Dext Prepare (Xero App Store)
Horizon AI sits alongside these specialists - not as another implementer of Xero itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Xero AI workflows
First workflows worth automating in Xero.
Each workflow has a defined trigger inside Xero, a reviewed AI step and a measurable change in how the team spends its week.
Bank reconciliation suggestions with rule generation drafts
Designed around a clear trigger inside Xero, a reviewed AI draft and a measurable reduction in admin time.
XerotoReview
BAS prep checklists with missing-info follow-up emails
Designed around a clear trigger inside Xero, a reviewed AI draft and a measurable reduction in admin time.
XerotoReview
Monthly client summaries pulled from Xero reports
Designed around a clear trigger inside Xero, a reviewed AI draft and a measurable reduction in admin time.
XerotoReview
Quote and invoice email drafting in the firm's voice
Designed around a clear trigger inside Xero, a reviewed AI draft and a measurable reduction in admin time.
XerotoReview
How the integration works
AI inside Xero, not bolted on top.
Xero typically integrates via its REST API, native app connector or supported partner add-ons. Horizon AI builds the integration inside a sandboxed practice user so workflows touch only the data, ledgers and clients explicitly in scope.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services - wire Xero into Horizon-built workflows
- AI implementation services - scope, build, test and hand over the workflow
- AI workflow audit - review what should be automated first
workflow.liveLive
XeroSource
Reviewed draftReview gate
XeroAction
- AI Summary drafted review
- OK Xero update prepared queued
Often paired with
Software we build Xero workflows alongside.
Best fit for
Xero sits at the centre of accounting and bookkeeping teams.
If you run accounting and bookkeeping on Xero, the sector landing page covers the full software stack we build around.
Common questions
Xero AI automation, answered.
Can AI handle client document chasing with Xero invoice and bill context in Xero?
Yes - this is one of the first Xero workflows Horizon AI builds. An AI agent watches for the trigger inside Xero, drafts the client document chasing, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Xero features like bank rules and tracking categories?
It works alongside them. Horizon AI builds against Xero's own capabilities - bank rules, tracking categories, Find & Recode, Hubdoc - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Xero reports 4.9 million global subscribers as of march 31, 2026, with over 1.6 million in australia.
Can Horizon AI integrate with Xero?
In most cases yes. Xero exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Xero?
No. Xero stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Xero.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for accountants and bookkeepers patterns we have built before.
Ready to layer AI inside Xero?
Tell us the Xero workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.