Overview
Transform Your Bookkeeping with AI-Powered Automation for Xero
The process of keying documents into Xero is time-consuming and prone to costly errors. BookWell brings intelligent automation to your financial workflow, helping you reclaim your time and improve accuracy.
Introducing BookWell: Your Smart Preparatory Tool for Xero
BookWell is the smart bridge between your documents and your Xero account. Designed for businesses and accounting practices, our AI platform automates bookkeeping preparation. We don't just store documents; we understand them. BookWell intelligently extracts key data, categorizes it based on your Xero setup, and syncs it seamlessly for clean, audit-ready records.
How It Works: From Document to Data
Capture Documents: Send documents to BookWell via our mobile app, email forwarding, or direct computer upload.
AI Processing: Our AI uses advanced OCR to instantly read and extract crucial data like vendor, date, amount, and tax.
Review & Categorize: BookWell suggests the appropriate Xero account code for each transaction. Simply review and approve.
Sync to Xero: Your processed data is pushed to Xero as a perfectly formed transaction with the original document attached.
Key Features & Benefits
- AI-Powered Data Capture:
- Eliminate manual typing with highly accurate AI data extraction for invoices and receipts.
- Reduce human error and ensure trustworthy financial data in Xero.
Intelligent Categorization:
- BookWell syncs with your Xero Chart of Accounts and learns your preferences.
- Receive smart suggestions for account codes, saving you mental effort and ensuring consistency.
Centralized & Secure Document Hub:
- All your financial documents are stored securely in one searchable hub.
- Be audit-ready with digital copies of every source document linked to your Xero transactions.
Seamless Xero Integration:
- BookWell complements and enhances your Xero experience by creating clean transactions that are easy to reconcile with bank feeds.
- Contacts are automatically created or matched in Xero to prevent duplicates.
Designed for Your Success: Two Core Customer Solutions
BookWell is built to serve two distinct types of clients, with features tailored to their unique needs:
- For Businesses & Business Owners
Reclaim Your Time: Free up valuable hours to focus on growing your business, not on admin. Gain Financial Clarity: Get a clearer, up-to-date view of your expenses and cash flow. Simplify Tax Time: Make tax season a breeze with organized, digitally backed-up records.
- For Accounting Practices (Accountants & Bookkeepers)
Boost Practice Efficiency: Dramatically reduce time spent on manual data entry for all your clients.
Standardize Client Data: Receive clean, well-categorized information from every client, every time.
Elevate Your Services: Spend less time on compliance and more on high-value strategic advisory.
BookWell + Xero
BookWell acts as a smart front-end, automating bookkeeping prep so you can use Xero’s powerful features with confidence.
Core Integration Features
Here’s a detailed breakdown of how BookWell and Xero work together:
1. Settings Synchronization
Chart of Accounts Sync: We sync your Xero Chart of Accounts, allowing you to categorize transactions to your exact GL codes for perfect consistency. Tax Rate Sync: BookWell fetches your configured Tax Rates from Xero to ensure all liabilities are calculated accurately from the start.
2. Smart Contact Management
To prevent duplicates, the integration first tries to match vendors to existing Xero contacts.
3. Automated Transaction Creation in Xero
Our integration eliminates manual data entry by automatically creating transactions in Xero.
User-Reviewed Data: Only data that you have reviewed and approved within BookWell is pushed to Xero, giving you full control.
4. Automatic Source Document Attachment
For compliance and easy reference, a digital copy of the source document is always attached to the transaction in Xero.
Seamless Attachment: The original file (PDF, JPG, PNG) of every invoice or receipt is automatically uploaded and attached to the corresponding transaction created in Xero. Audit-Ready Records: This creates a clear audit trail. You can click any transaction in Xero and instantly see the source document that justifies it.
Getting started
Getting started with BookWell's Xero integration is quick and easy:
Sign up: Create a BookWell account by clicking above "Get this app" button.
Connect to Xero:
Log into your BookWell account Navigate to 'Settings' > 'Integrations' Click on 'Connect to Xero' Follow the prompts to authorize the connection
Configure settings:
Set up your preferred document syncing options Map custom fields if necessary Choose default tax rates and account codes
Start using:
Upload documents to BookWell Watch as they automatically sync to Xero Review and approve entries in Xero
Explore features:
Try bulk document processing Set up automated workflows Use the search function to find specific documents
For detailed instructions and troubleshooting, visit our support page or contact our customer service team.
