Overview
Automate your bookkeeping. Free up your team. Impress your clients.
IntegraBalance AI is designed exclusively for accounting firms using Xero. It takes the heavy lifting out of day-to-day bookkeeping by using AI to automate tasks like transaction categorization, bank reconciliation, journal entries, and document capture.
Whether you're managing 10 or 100 clients, IntegraBalance AI helps you scale your firm—without scaling your workload.
Key Features AI-powered transaction categorization Automatically categorizes bank feeds, credit cards, invoices, and expenses—so your staff don’t have to.
Smart invoice & receipt capture (OCR) Upload scanned documents and let AI pull the right data into Xero—no more manual entry.
Automated journal entries Post recurring journals for payroll, loans, depreciation, and more—on time, every time.
Centralized client communication hub Manage messages, share files, and track requests in one place—no more email chaos.
White-labelled client portal Offer your clients a modern, branded experience that reflects your firm—not a third-party tool.
Bank-grade security ISO‑27001 certified. Your clients' data stays safe and compliant.
Why Accounting Firms Choose Us
- Helps drastically cut down manual bookkeeping hours
- Standardizes workflows across your team
- Reduces errors and missed entries
- Delivers faster reports to clients
- Helps grow your firm without increasing headcount
IntegraBalance.AI + Xero
IntegraBalance AI integrates directly with your Xero practice:
- Full two-way sync with Xero: transactions, invoices, contacts, tax rates, and more
- No complex setup—get started in minutes
- Real-time automation with ongoing reconciliation
The integration is designed to be seamless, requiring minimal setup. Once connected, Integra Balance AI works in the background to handle routine bookkeeping tasks, allowing your team to focus on higher-value activities.
Getting started
Getting started with Integra Balance AI is straightforward and designed to integrate seamlessly with your existing Xero setup.
Step 1: Install the App
- Click the “Get this app” button on the Xero App Store listing.
- Follow the prompts to connect Integra Balance AI to your Xero account.
Step 2: Configure Your Settings
- Set your preferred reconciliation frequency (daily, weekly, or monthly).
- Connect your bank accounts to enable automatic transaction imports.
- Customize your chart of accounts and mapping rules for accurate transaction categorization.
Step 3: Onboard Your Clients
- Invite clients to your own practice branded client portal for secure document sharing and communication.
- Set up client-specific rules and preferences to tailor the automation to their needs.
Step 4: Monitor and Adjust
- Use the centralized dashboard to track reconciliation status, client communications, and task progress.
- Adjust settings and rules as needed to optimize performance and accuracy.
Support and Resources
- Access in-app help guides and tutorials for step-by-step assistance.
- Contact support via email, live chat, or phone for personalized help.
- Join the Integra Balance AI user community to share tips and best practices.
With Integra Balance AI, you can automate your bookkeeping processes, improve efficiency, and provide better service to your clients—all without the need for additional staff or complex setups.
