Overview
Get the files you already receive into Xero, without retyping them
Every business gets the same files again and again: supplier invoices as PDFs, purchase orders exported from an ordering system, remittance advices listing the invoices a customer just paid, sales reports from a platform that has no Xero connector. Xero cannot import most of them, so someone types them in.
EntryRocket builds a reader for each file you receive. You email the file exactly as it arrives and the matching Xero documents appear in your organisation within minutes, with an import report back in your inbox showing what was created.
What people use it for
- Supplier bills from PDF invoices. Parts and stock invoices from distributors and dealers, with every line item, product code and account code, entered as bills. Credit notes too.
- Purchase orders from your ordering or job system. Xero has no importer for purchase orders. Export them from Buildxact, Fishbowl, SKUsavvy, Linnworks or a spreadsheet and they arrive as purchase orders in Xero, ready to convert to bills.
- One payment across many invoices. A customer or plan manager pays 100 invoices in one transfer and sends a remittance advice, as an attachment or as the text of the email itself. We read it and record a batch deposit against the right invoices, so the bank line reconciles in one click. Not limited to the 50 invoices the Xero screen allows.
- Sales invoices from platform exports. CRM, booking, POS and marketplace exports become sales invoices with the right contacts, tax rates and tracking categories.
- Quotes, manual journals, bank statements to OFX and anything else with a repeatable shape.
Built for your files, not a template
No OCR guessing and no reformatting into Xero's CSV template. We read your actual sample files and build a reader for that layout and your rules: which account each line goes to, how contacts are matched, what to do with fees, discounts and rounding. When a supplier changes their layout, we update the reader.
Documents arrive in the state you choose
Draft, awaiting approval or approved, set per reader. Most customers run new readers as drafts first and switch to approved once they test it out to confirm everything is as it should be.
Talk to the people who build it
Questions go straight to the engineers who built your reader. Not sure it fits? Send us a sample file before you sign up and we will tell you.
Customers say: "Reduced 12 hours of weekly work to 10 minutes. 200 invoices processed automatically every week with zero errors." (transport company, UK)
EntryRocket + Xero
EntryRocket connects to your Xero organisation through the Xero API with OAuth 2.0. Nothing is typed into Xero; documents are created directly, exactly as if entered by hand.
Documents we create in Xero
- Bills and sales invoices, with line items, quantities, unit prices, account codes, tax rates, tracking categories and due dates
- Purchase orders, with full line items, ready to convert to bills
- Batch deposits and individual payments applied to existing invoices
- Credit notes, allocated to the invoice they relate to when the file says so
- Quotes
- Manual journals
- Spend money and receive money transactions
Data we read from Xero
Contacts, chart of accounts, products and services, tax rates, tracking categories and branding themes, so that every document is matched and coded to what already exists in your organisation. Missing contacts and products can be created on the way in.
Bank statements
Xero does not accept bank statements through its API. We convert statement files to OFX and email the OFX back to you for a one-click import into the bank account in Xero.
How the workflow runs
- Each reader has its own email address. Forward or auto-forward files to it. Where the data arrives as the text of an email rather than an attachment, the reader can read the email body itself.
- The reader processes the file within minutes, around the clock.
- You get an import report by email listing every document created, anything skipped, and anything that could not be created and why.
- Documents appear in Xero in the state you chose: draft, awaiting approval or approved.
Rules we can apply before data reaches Xero
Split or merge lines, deduct fees, apply commissions, map product codes to accounts, set references and invoice numbers from your data, route different rows to different Xero organisations, skip purchase orders that are already in Xero.
Security
OAuth 2.0 with no password sharing. Encrypted connections. Database encryption at rest. Files are deleted on a rolling basis. Hosting on SOC 2 Type II certified infrastructure.
Pricing plans
Liftoff
- Up to 100 credits/month
- 1 Xero organisations
- Email support
Ascent
- Up to 300 credits/month
- Up to 1 Xero organisations
- Email support
Orbit
- Up to 800 credits/month
- Up to 2 Xero organisations
- Email support
Solar
- Up to 1500 credits/month
- Up to 3 Xero organisations
- Email support
Getting started
1. Send us a sample file
Click "Get this app" and attach one or two real files, or send them to the support address on this listing. Tell us what they should become in Xero (bills, purchase orders, a batch deposit, sales invoices). If you are not sure, send the file and we will suggest it.
2. We show you the result before you pay
You get a reply showing the Xero document we would create from a row in your file, with the fields filled in from your data. Correct anything that is wrong. This is also where we confirm the price.
3. Pricing
- One-time setup fee of $99 per reader (one reader per file format). Complex formats may cost more; you will know before you agree.
- A monthly plan from $29. Each document created in Xero uses 3 credits; attaching the source file, recording a payment or creating a missing product adds 1 credit each. The $29 plan covers 100 credits a month, the $49 plan 300, and plans go up from there. Unused credits roll over for 90 days.
- Monthly billing starts when your reader is finished, not before.
- 30-day money-back guarantee.
All prices are in USD and exclude any applicable taxes.
4. Reader built in 2 to 3 business days
We build the reader, you test it against your own Xero organisation with real files, and we adjust until it is right. New readers create documents as drafts, so anything you do not want can simply be deleted.
5. Go live
Set up an email forwarding rule and the process runs itself. Each file you send comes back as an import report showing exactly what landed in Xero.
Support
Email us and you reach the engineers who built your reader, not a help desk.
