Overview
Batchly extends Xero’s bill payments for finance teams managing high volumes.
Xero is strong for day-to-day accounting. But once payment runs grow, the process slows down. Large batches become fragmented. Credit notes must be applied manually. Remittances become inconsistent. The result is more clicks, more risk, and less visibility.
Batchly solves this by giving you a structured, end-to-end payment workflow that works alongside Xero.
You can select hundreds of authorised bills in one place, run them as a single batch, and complete the process with one banking file. At the same time, Batchly automatically handles credit note allocation within the run. No need to open each bill. No need to apply credits one by one.
Everything is built around control and clarity
Each payment run is tracked as a single record. You can see what was selected, what credits were applied, what was paid, and what was sent to suppliers. This creates a clear audit trail for your team and removes the guesswork when reviewing past runs.
Key capabilities include:
-
High-volume batch payments
Select and process hundreds of bills in one structured run, without splitting work across multiple batches. -
Automatic credit note allocation
Apply supplier credit notes during the payment process. Reduce manual work and ensure payments reflect the true amount owed. -
Single bank file output
Generate one clean bank file per run, ready for upload to your bank. -
Instant remittance delivery. Send remittance advice to suppliers as soon as payments are completed, directly from the batch.
-
Full audit visibility
Track every step of the run, including bill selection, credit application, payment totals, and communication history. -
Supplier readiness checks
Identify missing details such as bank accounts or email addresses before processing payments.
Batchly is designed for finance and accounts payable teams that process large payment volumes regularly. Whether you are managing weekly pay runs or handling spikes in supplier activity, Batchly helps you stay consistent and in control.
It does not replace Xero. It works with it.
Xero remains your source of truth for financial data. Batchly extends the payment workflow so you can operate at scale without increasing complexity.
The result is faster payment runs, fewer manual steps, and better visibility across your entire process.
Batchly + Xero
Batchly connects directly to Xero using secure OAuth authentication.
Once connected, Batchly works alongside your Xero organisation to read authorised bills, supplier details, and available credit notes. It uses this information to build structured payment runs without changing your existing accounting workflows.
How the integration works:
-
Bills
Batchly retrieves authorised bills with outstanding balances from Xero. Only bills that are ready to be paid are included, ensuring your payment runs remain accurate and controlled. -
Credit notes
Available supplier credit notes are pulled into Batchly and can be automatically applied during the payment process. This removes the need to manually allocate credits within Xero before payment. -
Contacts. Supplier information, including bank account and email details, is used to ensure payments and remittances are completed correctly.
-
Payments
Once a batch is processed, payments are created back in Xero. This keeps your accounting records up to date and aligned with your bank file. -
Organisation data
Batchly respects your organisation’s base currency and configuration, ensuring consistency across all calculations and outputs.
What Batchly does not do:
Batchly does not replace Xero’s accounting engine. It does not alter your chart of accounts or financial records outside of payment creation. All core accounting logic remains within Xero.
Instead, Batchly focuses on the operational layer of payments — making high-volume processing faster, clearer, and more reliable.
Security and control:
- Secure connection using Xero OAuth
- Read and write access limited to required scopes
- No storage of bank credentials
- Full visibility of actions performed during each batch
Data accuracy is a core priority. Batchly ensures that payment amounts reflect any applied credit notes, preventing overpayments and reducing reconciliation issues.
By integrating tightly with Xero while staying focused on payments, Batchly provides a reliable extension for teams that need more from their payment workflow without changing their accounting system.
Pricing plans
This app includes a free 30 day trial
Monthly
- Run very large payment batches without splitting files
- Generate a single banking file for large payment runs
- Check supplier payment readiness before exporting
- Schedule payments using Xero planned dates
- Automatically mark bills as paid in Xero
- Send bulk remittances in minutes, not hours
- Track remittance delivery status for each batch
- Keep a clear batch-level audit trail
- Reduce manual fixes and payment errors
Getting started
The easiest way to get started with Batchly is by using the “Get this app” button on the Xero App Store listing.
This ensures a secure connection to your Xero organisation and sets up your access in just a few steps.
Simple setup process:
- Click “Get this app” on the Xero App Store
- Sign in to your Xero account
- Select the organisation you want to connect
- Grant permission for Batchly to access required data
- You are ready to start building your first payment run
Once connected, Batchly will guide you through your first workflow.
Typical first run:
-
Review your authorised bills
Batchly will display all bills that are ready to be paid. -
Check supplier readiness
Identify any missing bank or email details before proceeding. -
Build your batch
Select the bills you want to include in the run. -
Apply credit notes
Batchly automatically calculates and applies available credits. -
Review totals
See the exact payment amount after credits are applied. -
Generate bank file
Download a single bank file for upload to your bank. -
Send remittances
Notify suppliers immediately with clear payment details.
Tips for a smooth start:
- Start with a small batch to familiarise your team with the workflow
- Ensure supplier bank details are up to date in Xero
- Review credit note behaviour to understand how allocations are applied
- Use the audit trail to validate your first few runs
Support and guidance:
Batchly is designed to be simple, but support is available if you need it.
- Clear in-app guidance during each step
- Structured workflow to reduce errors
- Transparent calculations so you can verify results before processing
Batchly does not change how your accounting works. It enhances how you execute payments.
You remain in control at every stage.
Once your team is comfortable, you can move to larger payment runs with confidence, knowing the process will remain consistent, accurate, and easy to review.
