AI for accountants and bookkeepers

Month-end,
in an afternoon.

Connect a client’s Xero organisation, ask questions about the books in plain English, and produce the month-end pack — without opening nine report tabs to find one number.

Connect Xero freeSee how it works
  • Read-only access to Xero
  • No card required
  • Disconnect anytime
Monthend
Xero connected

How did June gross profit compare with May?

Gross profit was $48,210 in June against $52,940 in May — down 8.9%. Revenue held; cost of sales rose on two subcontractor bills posted late in the month.

Revenue
$131,400
Cost of sales
$83,190
Gross margin
36.7%
SourcesProfit & lossBank summaryInvoices

The tedious half of month-end

Pulling the numbers, spotting what moved, writing it up. The judgement stays yours.

Ask the books anything

Plain English questions against live Xero data. “Why is July's gross margin down?” — answered from the actual ledger, not a summary.

Month-end pack, drafted

P&L, balance sheet, cash movement and aged debtors pulled together with commentary you can edit before it reaches the client.

Questions worth asking

Movements that look unusual against prior months get surfaced, so the review starts from a shortlist instead of a blank page.

Three steps, one afternoon

01

Connect a client's Xero

One consent screen. Read-only scopes. Connect several clients at once if the practice is set up that way.

02

Ask about the period

Pick the month and ask. Every answer shows the Xero reports it came from, so you can check the working.

03

Produce the pack

Turn the review into a month-end report you can edit, export and send.

It cannot change the books

Monthend requests read-only Xero scopes. There is no code path that creates, edits or deletes anything in a client’s organisation — not a safeguard that can be toggled, an absence of the capability.

  • Read-only Xero scopes, requested at consent and visible on the Xero screen
  • Access tokens stay server-side — never sent to a browser, never written to logs
  • Disconnect an organisation at any time — access ends immediately
  • Every answer cites the Xero reports it was drawn from

Try it on one client

Connect a Xero organisation and ask about last month. If it doesn’t save you the afternoon, disconnect it.

Start free