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Simple AI Accounting Module

By Simple AI Accounting Module
5 out of 5 stars
Free 30 day trial available
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Meet your next accounting hire - an AI agent that thinks like an accountant. It breaks silos, auto-categorizes with reasoning, supports custom prompts, reconciles bank feeds, and cuts manual work by up to 90%.
Rated
5.0
out of 5
Reviewed by
10
Xero users
Try this app
Free 30 day
trial available
Listed for
11 months
December 2024

Overview

Meet your next accounting hire - an AI agent that thinks like an accountant.

SimpleAI helps you forget about bookkeeping chaos. Just upload your financial docs - bills, receipts, bank statements, contracts and our AI handles the rest. It doesn’t just extract data; it understands it.

💡 Built with reasoning models that adapt to your workflow

🔗 Connects with Xero to sync charts, contacts, tax info

⚙️ Self-learns tagging rules, categorisation, and reconciliation logic from past data

🛠 No new setup needed, works with your current style

Whether you run a small business or an accounting firm, SimpleAI helps you stay compliant, error-free, and up-to-date.

Used in 9+ countries, trusted by 40+ accounting firms, and 600+ businesses Over 250,000+ documents processed and $30M+ invoice value managed.

Simple AI Accounting Module
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Simple AI Accounting Module + Xero

Your accounting flow, now fully automated:

Step 1 🔗 Connect your Xero account to SimpleAI → We sync your chart of accounts, tax rates & contacts automatically, no migration needed.

Step 2 📩 Upload invoices, receipts, or bank statements via email or dashboard → Our agentic AI codes and categorises them with custom tagging.

Step 3 🧾 Review transactions or auto-publish → You stay in control, while AI does the heavy lifting.

Step 4 📤 Publish to Xero with one click → Finalised entries, tax codes, tracking—all attached with original documents.

🎯 Also supports bank reconciliation and month-end closing using logic, not rules.

Reviews & ratings

5.0 out of 5 stars
10 Reviews

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Most recent reviews

HK
Henry Khoo
Posted 27 Nov 2025
5 out of 5 stars

Simply Lovely

A simple, effortless solution that tackles an obvious pain point that surprisingly went unserved for so long before this
MC
May Chuah
Posted 27 Nov 2025
5 out of 5 stars

Major Time Saver for Bank Recs and Data Conversion

Simple AI has been a huge time-saver for our accounting workflow. Its custom prompts make it easy to tailor outputs to our exact needs, and the bank reconciliation feature is particularly impressive — it quickly converts bank statements into clean CSV files, automatically generates the corresponding accounting entries, and performs reconciliations with minimal manual effort.
SW
Sabrina Wee
Posted 25 Nov 2025
5 out of 5 stars

SimpleAI Makes Work Effortless

I really enjoy using Simple AI, it’s so easy and intuitive. Bank reconciliation feels effortless, and it reads PDF bank statements perfectly and convert them seamlessly. I love how simple and fast it makes everyday tasks.

Additional info

Shared data

Xero
Simple AI Accounting Module
Paymentsshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Invoicesshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Bank Transfersshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Accountsshared from Xero to Simple AI Accounting Module
Tax Ratesshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Reportsshared from Xero to Simple AI Accounting Module
Manual Journalsshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Journalsshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero
Currenciesshared from Xero to Simple AI Accounting Module
Contactsshared from Xero to Simple AI Accounting Module
Bank Transactionsshared from Xero to Simple AI Accounting Module and from Simple AI Accounting Module to Xero

Functions

Bills and expensesAccountant tools

Industries

Accounting

App details

By Simple AI Accounting Module
Added in 2024

Countries

Australia, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, United Kingdom, United States

Languages

Chinese, English, Japanese, Malay

Support

Setup walkthroughContact supportask@simpleai.sg

Follow

LinkedIn

30 day free trial available

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