Copi can help your business
File taxes
- Filing tax returns
- Data management
- Submit to authorities
Overview
Copi is your intelligent back office Compliance OS —built for accountants, bookkeepers, and small business owners who use Xero and want to get more done, with less effort. Powered by advanced AI, Copi helps you streamline compliance, eliminate busywork, and deliver higher-value services by automating tax, payroll, payments, document management, and corporate secretarial tasks.
At the heart of Copi is a tightly integrated suite of tools designed to work seamlessly with Xero:
🧾 AI.TaxAssist Corporate tax filings, made effortless. AI.TaxAssist pulls financials directly from Xero, uses AI to calculate estimated taxes, and auto-generates tax forms like Form-CS for seamless filing to IRAS. It’s ideal for both small business owners who want autonomy and accounting firms that need scale. No spreadsheets, no errors—just clean tax workflows from books to return.
🧠 AI.Vault Your smart document vault with built-in AI. AI.Vault is the central nervous system of Copi—intelligently ingesting, classifying, and extracting key data from financial documents like invoices, receipts, contracts, and bank statements. Documents can be uploaded in bulk or via email and are automatically sorted by type, tagged with metadata, and made searchable. Most importantly, extracted data from AI.Vault syncs with Xero to update relevant records like bill status or expense codes.
💼 AI.Payroll Run compliant payroll in minutes. AI.Payroll automates salary runs, contributions, and filings. It connects directly with your HR inputs and Xero chart of accounts to create journal entries, CPF filings (for SG), and payslips automatically. Real-time validations ensure compliance, and employees can access payslips through a secure portal.
📝 AI.Corpsec Your AI corporate secretary. AI.Corpsec handles everything from director resolutions to share register updates. It prompts you when filings are due, prepares board documents, and tracks your entity’s compliance calendar. Ideal for service providers who manage multiple entities, Corpsec scales with you.
Why Copi + Xero? Copi is designed as the perfect companion to Xero. While Xero handles your core accounting, Copi surrounds it with intelligent automation—turning data into decisions, documents into structured information, and hours of manual work into seconds of AI-driven execution. With deep Xero integrations and a mission to make compliance invisible, Copi helps both business owners and their accountants focus on growth, not grunt work.
Join over 1,000 businesses who’ve discovered what AI-first back office operations look like. With Copi and Xero together, your workday just got a lot lighter.
Copi + Xero
Copi is designed to work hand-in-hand with Xero to automate key back office workflows—from document management and accounts payable to tax, payroll, and compliance—saving time, reducing errors, and helping small businesses and their accountants focus on high-value tasks.
Our integration with Xero is deep, secure, and seamless. Once connected, Copi syncs essential data such as invoices, bills, chart of accounts, contacts, journal entries, and payment status. This allows our AI tools to perform meaningful work with minimal setup or manual input.
Here’s how each Copi module works with Xero:
🧾 AI.TaxAssist: Auto-Generated Tax Filings AI.TaxAssist pulls financial data directly from Xero—Profit & Loss, Balance Sheet and Fixed Asset Register—and uses that to generate tax computations for Form CS and seamlessly file to IRAS. It also syncs any tax adjustments or provisions back into Xero’s accounting records, ensuring books match submitted tax returns.
💼 AI.Payroll: Journal Entry Automation While payroll runs and filings are handled inside Copi, payroll journals are automatically posted to Xero. AI.Payroll calculates contributions, deductions, and salaries, and maps them to the appropriate Xero accounts—no manual data entry required. Monthly payroll reports and audit trails remain available for both internal and external stakeholders.
📁 AI.Vault: Document Intelligence with Accounting Sync AI.Vault is Copi’s smart document vault that ingests invoices, receipts, contracts, and bank statements. Using AI, it classifies each document, extracts key data (such as vendor name, invoice date, due date, and line items), and links this data to the correct Xero ledger. When documents are processed, Vault can either create a bill in Xero or match to an existing transaction—enhancing auditability and search. Any updates in Vault (such as a payment or change in due date) are also reflected back in Xero.
💡 Benefits of the Integration:
- Automated corporate tax filings (Form CS) to IRAS Two-way sync keeps Copi and Xero records aligned
- Less manual data entry, fewer errors, better audit trail
- Real-time updates to bills, payments, and journals
- Intelligent document capture improves bookkeeping quality
- Tax, payroll, and compliance workflows are significantly faster
- Perfect for accountants managing multiple clients on Xero
Whether you’re a small business owner managing your own finances or a service provider with dozens of clients, Copi + Xero is a powerful combination that simplifies your workflow and scales your efficiency.
Getting started
Getting started with Copi is simple and seamless. Once you click the “Get App” button, your account will be automatically created on Copi using your Xero login credentials. You’ll then be redirected to book a quick onboarding call with our team to help set up your workspace.
During onboarding, we’ll activate the Copi tools you need—whether that’s AI.TaxAssist, AI.Payroll, AI.Vault, or AI.Corpsec—and connect your Xero organization to enable two-way sync for billing, payroll, payments, and document processing.
🎯 Setup in 3 Easy Steps:
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Click “Get App” Your Copi account is instantly created with your Xero credentials.
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Book Your Onboarding Call Choose a time that works for you. We’ll walk you through product selection, Xero integration, and initial configuration.
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Start Automating Once connected, your AI-powered back office is ready to go—with key data syncing between Xero and Copi in real time.
💼 Pricing:
A 30 day free trial is the easiest way to begin.
Our All-Access Bundle is perfect for small businesses and includes full access to all Copi modules—AI.TaxAssist, AI.Payroll, AI.BillPay, AI.Vault, and AI.Corpsec—for just SGD 20/month per company, including payroll for up to 5 employees.
Need just one product? No problem—individual module subscriptions are also available so you can tailor Copi to your exact needs.
🏢 For Accounting Firms:
If you're a firm or service provider managing 50 or more Xero-connected companies, reach out to us directly at support@mycopi.app or via our onboarding form for volume-based pricing and white-labeled deployment options. We’re here to help you scale client operations efficiently with AI-first tools.
🛠️ Support:
All users receive access to our customer success team, live chat support, and in-app guides to ensure you get the most out of Copi from day one.
With deep Xero integration, intelligent automation, and flexible pricing, Copi helps you and your clients get more done in less time—while staying compliant and confident.
Ready to modernize your back office? Click “Get App” and we’ll take care of the rest.
