# AI Bookkeeper with Xero Integration

> Add AI Bookkeeper skills to your AI Employee. Connects to Xero for invoicing, bank reconciliation, GST/BAS prep and chasing overdue payments. Custom pricing.

**Source:** https://agentive.au/ai-employee/finance-skill/

---

Finance Skills

# Finance Skills: AI Bookkeeper

Stop spending evenings on bookkeeping. Your AI Employee's Finance Skills handle Xero invoicing, payment chasing, bank reconciliation, GST/BAS prep, and payroll review, so you can focus on your clients.

[Book Free Consultation](/book/)[Book a 15-Min Demo](/book/)

Quick answer

Add AI Bookkeeper skills to your AI Employee. Connects to Xero for invoicing, bank reconciliation, GST/BAS prep and chasing overdue payments. Custom pricing.

Deploys in

1 hour

Hosted

Sydney

Tenancy

Single

## Trusted by Australian practices and businesses

24 firms run a dedicated AI with us. Every logo shown with the owner's permission.

-   ![Data Insite logo](/logos/customers/data-insite.png)
-   ![OmniChannel Consulting logo](/logos/customers/omnichannel-consulting.png)
-   ![Yarrumdoc logo](/logos/customers/yarrumdoc.png)
-   ![Edina Building Group logo](/logos/customers/edina-building-group.png)
-   ![Divergent Strength Bookkeeping logo](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![Emerald Wealth logo](/logos/customers/emerald-wealth.png)
-   ![The Ad Market logo](/logos/customers/the-ad-market.png)
-   ![AJ Stafford logo](/logos/customers/aj-stafford.png)
-   ![IWP logo](/logos/customers/iwp.png)
-   ![She Counts logo](/logos/customers/she-counts.png)
-   ![Morton Bookkeeping logo](/logos/customers/morton-bookkeeping.png)
-   ![Connected Business Solutions logo](/logos/customers/connected-business-solutions.png)
-   ![Aventori logo](/logos/customers/aventori.png)
-   ![Think Accountants logo](/logos/customers/think-accountants.png)
-   ![Business Lynx logo](/logos/customers/business-lynx.png)
-   ![Zenbook logo](/logos/customers/zenbook.png)
-   ![Adbur Bookkeeping logo](/logos/customers/adbur-bookkeeping.png)
-   ![KBAS Bookkeeping logo](/logos/customers/kbas-bookkeeping.svg)
-   ![Monitor Business logo](/logos/customers/monitor-business.png)
-   ![Flex Your Finances logo](/logos/customers/flex-your-finances.png)
-   ![Ventech logo](/logos/customers/ventech.png)
-   ![Performance Advantage logo](/logos/customers/performance-advantage.png)
-   ![Jenny de Lacy logo](/logos/customers/jenny-de-lacy.png)
-   ![Aiders logo](/logos/customers/aiders.svg)
-   ![](/logos/customers/data-insite.png)
-   ![](/logos/customers/omnichannel-consulting.png)
-   ![](/logos/customers/yarrumdoc.png)
-   ![](/logos/customers/edina-building-group.png)
-   ![](/logos/customers/divergent-strength-bookkeeping.svg)
-   ![](/logos/customers/emerald-wealth.png)
-   ![](/logos/customers/the-ad-market.png)
-   ![](/logos/customers/aj-stafford.png)
-   ![](/logos/customers/iwp.png)
-   ![](/logos/customers/she-counts.png)
-   ![](/logos/customers/morton-bookkeeping.png)
-   ![](/logos/customers/connected-business-solutions.png)
-   ![](/logos/customers/aventori.png)
-   ![](/logos/customers/think-accountants.png)
-   ![](/logos/customers/business-lynx.png)
-   ![](/logos/customers/zenbook.png)
-   ![](/logos/customers/adbur-bookkeeping.png)
-   ![](/logos/customers/kbas-bookkeeping.svg)
-   ![](/logos/customers/monitor-business.png)
-   ![](/logos/customers/flex-your-finances.png)
-   ![](/logos/customers/ventech.png)
-   ![](/logos/customers/performance-advantage.png)
-   ![](/logos/customers/jenny-de-lacy.png)
-   ![](/logos/customers/aiders.svg)

## See Finance Skills in Action

Watch your AI Bookkeeper handle Xero health checks, invoicing, bank reconciliation, and GST reporting.

## Sound Familiar?

These are the problems your Finance Skills solve, automatically.

"I forgot to invoice that client"

Never miss an invoice again.

"My books are weeks behind"

Catch up on a week of bookkeeping in one conversation.

"Clients owe me money and I keep forgetting to chase"

Automatic payment reminders for every overdue invoice.

"I spend evenings doing bank reconciliation"

Bank reconciliation without the late nights.

"BAS is due and I am not ready"

BAS-ready books, every quarter.

"I do not know my cash position"

Know your cash position in seconds.

"Supplier bills pile up unprocessed"

Process a stack of bills in minutes.

"I need a P&L before a meeting"

Profit and Loss report on demand.

"Payroll gives me a headache"

Review payroll, super, and PAYG in plain English.

"Receipts are in my email, not in Xero"

Receipts attached to the right transaction, automatically.

## What Your Finance Skills Include

-   ### Xero Integration (Full Access)
    
    -   Direct connection to your Xero account
    -   Invoice creation and sending
    -   Payment tracking and recording
    -   Bank reconciliation assistance
    -   Bill processing and approval
    -   Attach supporting documents to invoices and bills
    -   View aged receivables and payables
    
-   ### Financial Tasks
    
    -   GST/BAS preparation support
    -   Financial reporting (P&L, balance sheet)
    -   Expense categorisation
    -   Cash flow monitoring
    
-   ### Communication
    
    -   Send payment reminders to customers
    -   Email receipts and invoices
    -   Respond to supplier queries
    -   Financial summaries and alerts via Telegram
    
-   ### Document Processing
    
    -   Read and process PDFs
    -   Work with spreadsheets
    -   Extract data from invoices
    -   Create formatted reports
    
-   ### 💰 Payroll (Read-Only)
    
    -   View employee records and pay rates
    -   View pay runs and payslips
    -   Monitor superannuation obligations
    -   Check PAYG withholding per pay run
    
-   ### 🩺 Bookkeeping Health
    
    -   Run a full health check on your Xero books
    -   Flag overdue invoices and unreconciled transactions
    -   Categorise expenses to correct account codes
    -   Switch between multiple Xero organisations
    

Real Example

## What AG001 Did in One Session

A business owner asked their AI Employee to sort out a week of neglected books. Here is what happened in a single conversation:

-   ✓ Checked Xero health status across all accounts
-   ✓ Marked invoice INV-008 as paid ($1,375)
-   ✓ Sent receipt to customer via email
-   ✓ Sent payment reminder for overdue invoice ($11,000)
-   ✓ Analysed and cleaned up 4 draft bills
-   ✓ Processed and approved 3 bills (Officeworks, PPM, ATO)

## Pricing

Add Finance Skills to your AI Employee

Compare: a part-time bookkeeper costs A$1,500+/month

[Book Free Consultation →](/book/)[Book a 15-Min Demo →](/book/)

## Explore More AI Employee Skills

LinkedIn, content creation, Google Ads

Real-world use cases and workflows

[AI for accountants Real-world use cases and workflows →](/ai-employee/use-cases/accountants/)

Finance Skills Add-on (added to your AI Executive Assistant)

Built for Australian Professional Services

Understands GST, BAS, PAYG, superannuation, and Xero. Whether you run an accounting practice, a law firm, or a consulting business, your Finance Skills speak Australian.

AI Caught $7,354 in Misclassified Expenses After a Professional Bookkeeper Signed Off

Next step

## Ready to Automate Your Bookkeeping?

Get your AI Employee with Finance Skills deployed within 1 hour.

[Book a 30-minute demo](/book/) [See pricing](/pricing/)

[Not ready yet? Step 02 Find your fit → See it working for practices like yours.](/ai-employee/use-cases/)
