Overview
##What is Chazy?
Chazy – your AI junior assistant for reconciliation and document chasing.
Chazy helps accountants and bookkeepers save hours by automating document collection, client follow-ups, and compliance checks for unreconciled transactions. Perfect for accounting professionals who want to focus on high-value work instead of chasing paperwork.
###Key features
- Automated document chasing
Identify unreconciled transactions in Xero and send your client a ready-to-go email with deadlines. - Multi-bank account support Collect transactions from all connected bank accounts in Xero without limits.
- Flexible transaction selection Chase transactions in any status, including reconciled ones.
- Smart client communication Intelligent reminders and notifications that adapt as deadlines approach.
- OCR-powered document parsing Extract key details (counterparty, date, amount, invoice number) from uploaded files.
- Compliance & fraud risk checks Verify documents against UK invoicing requirements and detect potential fraud.
- Custom validation rules Define your own document requirements to fit your practice’s needs.
- Optional AI approval/rejection Let AI automatically process compliant documents or keep full control yourself.
- Centralized document delivery Send collected files straight to Xero, or download them manually if needed.
###Value for you
- Save hours of admin work per client each month.
- Serve more clients without increasing extra staff.
- Save time on pushing the clients and pulling out documents with pliers.
- Ensure compliance and reduce the risk of missing documents.
- Track progress and collected files anytime.
- Stay in control with AI approvals.
###Who is Chazy for?
- For accountants & bookkeepers – Minimize admin and grow your client base without extra staff.
- For small businesses – Respond quickly to document requests and stay compliant with less effort.
###Free trial Try Chazy free for the first month — no setup fees, no credit card required.
Chazy + Xero
Chazy connects directly with your Xero account to fetch unreconciled bank transactions and streamline document collection. Once connected, Chazy works seamlessly inside your Xero workflow.
To start, simply install the Chazy Chrome Extension. The extension connects directly to your Xero profile, so after registering in Chazy there’s no need to switch between services. You can continue working right inside your Xero Bank Transactions page — collecting transactions, sending requests to clients, and tracking progress — all without leaving Xero.
With Chazy Chrome Extension, you can:
- Automatically collect unreconciled transactions from all linked bank accounts.
- Launch chasing tasks directly from the Xero Bank Transactions.
- Send client smart notifications with deadlines — no manual follow-up needed.
- Validate and match documents to transactions.
- Push collected documents back into Xero (Files, Bills, or Invoices) automatically.
- Track task progress and collected files directly in the extension, right in your Xero account.
Basically, here’s how your workflow looks:
- You create a request with transactions that need documents.
- Chazy collects the transactions and automatically sends the first email to the client.
- Chazy tracks the deadline and sends reminders as it approaches.
- Chazy collects documents, validates them, and sends them to your Xero account for reconciliation.
Getting started
#Getting started
1. Register & Install
- Register at Chazy (or use Sign in with Xero flow).
- Confirm your company details and grant any requested permissions.
- Install the Chazy Chrome Extension from the Chrome Web Store.
2. Prepare the task in Xero
- Go to Bank Statement tab.
- Click 'Start Chazy' button.
- Edit the transaction list: remove items you don’t want or add missing ones. -Provide deadline, and customer's info: email and name.
3. Send task to client -Click Send task to client. -You can always stop tasks in Chazy personal account.
4. Monitor progress
- Open the Chazy dashboard for full task details, validator notes and delivery logs. -You’ll get email notifications when tasks finish or documents are delivered.
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