PixieBooks can help your business
Manage accounts, cash flow and finance
- Receive invoices or bills
- Record keeping
Tasks for Accountants and Bookkeepers
- Review or adjust record keeping
- Billing and Payments
Overview
The simplest way for clients to submit receipts—and for you to get clean, accurate data
Built for accountants and bookkeepers, PixieBooks removes the barriers that slow down receipt capture.
There’s no app to download, no software to learn, and no setup required. Clients simply snap a photo of a receipt or sales invoice and send it via WhatsApp.
From there, PixieBooks extracts the key data, applies the correct tax codes, and sends it straight to Xero—ready for approval.
It’s fast, accurate, and completely automated.
No more chasing paperwork.
No more manual entry.
No more training clients on tools they’ll never fully use.
Whether you’re a solo practitioner or running a growing firm, PixieBooks makes it easy to onboard clients, scale your services, and keep your data clean.
Visit pixiebooks.com to find out more.
Why Accountants and Bookkeepers Love PixieBooks
- Easy to onboard clients—no learning curve
- Faster, more reliable receipt processing
- Clean, coded data in Xero
- Less admin, more time for higher-value work
- Scales effortlessly as your client base grows
- The majority of UK adults already use WhatsApp regularly
Smart. Simple. Familiar.
PixieBooks is built around the tools your clients already use.
Join today for free and see how quick and easy receipt processing can be.
PixieBooks + Xero
PixieBooks uses Xero API webhooks to automatically populate fields on bills entered via automated bill entry.
The bill's attachments are interpreted and analysed by AI to extract the necessary information from the receipt, and the populated invoice is then modified and its status updated to 'Awaiting Approval'.
To do this, we use the Invoices and Accounting APIs.
Fields Automatically Completed by PixieBooks
- Date
- Due Date
- Contact
- Account
- Currency
- Item Description
- VAT Code
- VAT Amount
- Total Amount
Smart Contact Handling
If an invoice is entered and a contact does not yet exist for it, PixieBooks can create a new Xero contact and assign it to the entered invoice.
PixieBooks also uses Contact webhooks to maintain an up-to-date record of Xero contacts for connected organisations.
Managing Connected Organisations
- Connected organisations can be disconnected from within PixieBooks and reconnected later.
- A user can connect any number of organisations to PixieBooks, as long as they exist under a single Xero account.
Invoice Status and Error Handling
- All invoices processed by PixieBooks will have their status set to 'Awaiting Approval' so the user can manually approve them.
- If an invoice fails to process, it is left in 'Draft', and a note is added with error details to help diagnose and support any issues.
Getting started
Setting Up PixieBooks
Setting up PixieBooks takes just a few minutes.
- Head to the top of this page and click the 'Get this app' button.
- Connect your Xero organisation.
- Add a phone number.
- That phone number will receive a WhatsApp message.
- If this is your phone number, press 'Accept'.
- If it is a client's phone number, get them to press 'Accept'.
- This user may now send receipts to PixieBooks via WhatsApp.
- Add any additional phone numbers for this account as needed.
Try for Free
Users can submit up to five receipts per month for free.
If they require more, they must upgrade to a paid subscription.
