Overview
Integra Balance AI is a bookkeeping automation platform designed specifically for accounting firms using Xero. Built by accountants, for accountants, it leverages AI to handle routine tasks—like transaction categorization, bank reconciliations, and journal entries—freeing up your team to focus on higher-value work.
Key Features:
- AI-Powered Transaction Categorization: Automatically classifies transactions from bank feeds, credit cards, and invoices.
- Invoice and Receipt OCR: Extracts data from scanned documents and posts it to Xero.
- Journal Entry Automation: Posts journal entries for payroll, loans, and other recurring transactions.
- Client Communication Hub: Centralizes client messages and updates in one place.
- Your Own Practice Branded Client Portal: Offers your own branded experience for your clients.
- ISO 27001 Certified Security: Ensures your data is protected with industry-leading security standards.
Integra Balance AI integrates seamlessly with Xero, enhancing your existing workflows without the need for additional staff or complex setups. With a free practice subscription and no upfront investment, it's an accessible solution for firms of all sizes.
IntegraBalance.AI + Xero
Integra Balance AI integrates directly with Xero to automate and streamline your bookkeeping processes.
Key Integrations:
- Bank Feeds: Automatically imports transactions from connected bank accounts.
- Invoices and Receipts: Utilizes AI-powered OCR to extract data from scanned documents and post them to Xero.
- Journal Entries: Automates the posting of journal entries for payroll, loans, and other recurring transactions.
- Bank Reconciliation: Performs reconciliations using imported bank feed data.
- Client Communication: Centralizes client messages and updates within the platform.
The integration is designed to be seamless, requiring minimal setup. Once connected, Integra Balance AI works in the background to handle routine tasks, allowing your team to focus on higher-value activities.
Getting started
Getting started with Integra Balance AI is straightforward and designed to integrate seamlessly with your existing Xero setup.
Step 1: Install the App
- Click the “Get this app” button on the Xero App Store listing.
- Follow the prompts to connect Integra Balance AI to your Xero account.
Step 2: Configure Your Settings
- Set your preferred reconciliation frequency (daily, weekly, or monthly).
- Connect your bank accounts to enable automatic transaction imports.
- Customize your chart of accounts and mapping rules for accurate transaction categorization.
Step 3: Onboard Your Clients
- Invite clients to your own practice branded client portal for secure document sharing and communication.
- Set up client-specific rules and preferences to tailor the automation to their needs.
Step 4: Monitor and Adjust
- Use the centralized dashboard to track reconciliation status, client communications, and task progress.
- Adjust settings and rules as needed to optimize performance and accuracy.
Support and Resources
- Access in-app help guides and tutorials for step-by-step assistance.
- Contact support via email, live chat, or phone for personalized help.
- Join the Integra Balance AI user community to share tips and best practices.
With Integra Balance AI, you can automate your bookkeeping processes, improve efficiency, and provide better service to your clients—all without the need for additional staff or complex setups.
