Overview
Overview
ExpenseMonkey is the simplest way to capture, approve, and sync expenses directly into Xero — without manual entry or chasing receipts. Set up in under a minute and keep your books clean, accurate, and audit-ready.
Why Xero users love ExpenseMonkey
Eliminate manual data entry — ExpenseMonkey automatically extracts key details from every receipt or invoice.
Keep all expenses in one place — capture from mobile app, email, or desktop.
Simplify approvals — managers review and approve expenses before they sync to Xero.
Get accurate accounting — currencies are converted automatically to your organization’s base currency.
Push data to Xero with one click — attachments, tax rates, and categories included.
Stay organized — view spending by project, client, or department in one clean dashboard.
How it works with Xero
Connect your Xero account in seconds.
Approved expenses are synced as bills or spend money transactions, complete with attached receipts.
Categories and tax rates are mapped automatically to your Xero chart of accounts.
Updates in ExpenseMonkey instantly reflect in Xero for seamless reconciliation.
Who it’s for
Small businesses and teams that want to track expenses effortlessly and stay compliant.
Accountants and bookkeepers managing multiple clients who need a faster way to receive and process expense data.
Benefits
Save hours each month by automating receipt entry and approvals.
Improve accuracy and reduce errors across your expense workflow.
Gain visibility and control over team spending.
Simple, affordable, and ready to use in under a minute.
Join growing teams simplifying expense management with ExpenseMonkey and Xero.
ExpenseMonkey + Xero
ExpenseMonkey makes expense management in Xero seamless, automated, and reliable — from receipt capture to reconciliation.
ExpenseMonkey connects to Xero in under two minutes, instantly syncing your chart of accounts, tax rates, and categories. Every expense — from coffee receipts to SaaS invoices — is automatically categorized using your Xero setup, ensuring consistency and accuracy across systems. Approved expenses flow directly into Xero, fully coded and ready to reconcile, saving hours of manual work.
ExpenseMonkey’s AI learns your accounting patterns, reducing errors and automating expense classification based on vendors, cost types, and projects. The platform keeps all team submissions aligned with your Xero chart of accounts for compliant reporting and faster month-end closing.
Built for Xero users, the interface is intuitive and requires no training. You can control which categories your team sees, customize mappings, and maintain clear tax and project structures. Real-time sync keeps your books audit-ready — always up to date, always clean.
Getting started
- Go to Settings → Integrations
- Log in to your ExpenseMonkey account.
- Click on your profile icon (top-right corner).
- Select Settings, then open the Integrations tab.
- You’ll see the Xero integration option listed there.
- Start the Connection
- Click Connect to Xero.
- A window will appear asking you to log in to your Xero account (if you’re not already signed in).
- Choose the Xero organization you want to connect.
- Confirm access by clicking Allow Access.
- Wait for the Sync to Complete
- Once you grant access, ExpenseMonkey will begin syncing data from Xero automatically.
- This includes: o Your Chart of Accounts (for expense categories) o Tax rates (VAT, GST, Sales Tax) o Users associated with your Xero organization
