Overview
Free yourself from manual accounting tasks. Finnex AI is your AI Accountant in Excel. Built for business owners and accountants, Finnex trained AI agents to help you automate bookkeeping, process documents, generate financial reports, and deliver actionable business insights.
No gimmicks. No fake AI. Real work, done by real AI.
Key Features
AI Bookkeeper
Delegate repetitive tasks to AI, such as entering sales or supplier invoices, processing bank transactions, posting journals and raising POs/Quotes. Finnex AI agent mimics real human thinking process and workflows to reduce errors and save hours of manual work.
AI Document Processor
Let AI process your documents from upload to booking.
- Capture: Upload PDF, JPG, PNG, CSV, Excel, TXT, screenshot of your documents.
- Extract: AI reads and pulls all information, like suppliers, line items, tax codes, amounts, dates and etc.
- Auto-Categorize: Documents are coded and prepared just like a professional accountant would do.
- Sync & Store: Data and supporting docs are securely synced to Xero, ready for audits.
AI Financial Analyst
Ask AI to analyze your financials and provide actionable business suggestions for you.
Seamless Xero Integration
Connect directly with Xero to manage your system and accounting, just like an accountant would.
Effortless System Maintenance
Let AI handle your system Chart of Accounts, Contacts, Items, and more to keep things clean, current, and compliant.
Benefits at a Glance
- Accelerate Bookkeeping Tasks: Speed up transaction processing with AI automation
- Enhance Financial Accuracy: Reduce errors with AI data validation
- Streamline Document Management: Capture, process, and sync docs in Xero
- Gain Actionable Insights: Ask AI for instant reporting and analytics
- Ensure Compliance: Stay audit-ready with structured, searchable records
- Scale with Confidence: Finnex AI adapts to growing businesses and multi-user/multi-entity accounting.
Start Your 14-Day Free Trial Today
Try FINNEX AI Accountant for free today and experience what it’s like to have an AI accountant on your team. No training required, no credit card needed. Free trial includes 100 free Finnex AI credits. Additional credits can be purchased directly in the app.
Let the AI do the heavy lifting—so you can focus on growing your business.
FINNEX AI Assistant + Xero
FINNEX AI Accountant Xero Connector brings the power of GenAI directly into your accounting workflow by integrating with Excel and Xero. This deep integration allows you to automate and manage key accounting processes with the support of our AI agents.
Key Xero AI Integrations
Financial Reporting & Analysis
- Ask AI to generate Profit & Loss, Balance Sheet, and Trial Balance reports.
- Drill down into balances, transactions, and invoice details using natural language prompts.
Invoice & Credit Notes
- Automate AP and AR processes including invoice and credit note creation, editing, and downloading—fully via AI.
Journals
- View, prepare, post, edit, or remove manual journal entries such as balance reclassifications with AI assistance.
Payment & Allocations
- Process payments to outstanding bills or invoices effortlessly using AI.
- Ask AI to extract, apply, edit or delete payment records.
Purchase Orders & Quotes
- Prepare, create and manage purchase orders or quotes using simple instructions to AI.
- AI handles document creation and posting to Xero.
Chart of Accounts Management:
- Use AI to create, update, and organize your Xero Chart of Accounts directly from Excel.
- Keep your ledger clean and consistent with AI-assisted maintenance.
Contacts & Inventory
- Maintain customer/vendor details and item records—add, edit, or remove them using AI directly from Excel.
Aging Reports
- Ask AI to generate AR/AP aging summaries by contact to monitor overdue accounts or liabilities.
Built-in AI Guidance
Whether you're familiar with AI tools like ChatGPT/DeepSeek or new to AI, Finnex AI Accountant provides a library of ready-to-use prompts and intuitive step-by-step guidance to help you get started.
Examples of guided tasks include:
- Process Bill/Payable Invoices
- Create Sales Invoices
- Record Payments
- Record Receipts
- Creating Purchase Orders
- Creating Quotes
As you get more comfortable, you can go beyond the basics and ask Finnex AI Accountant to handle more advanced accounting workflows—all in natural language commands.
Getting started
Step 1: Install the Excel Add-in
After registering, download the Finnex AI Excel Add-in from the Microsoft AppSource Marketplace.
Step 2: Connect to Xero
Launch Finnex AI inside Excel and log in. -From the Xero menu to allow the Xero Organisations to connect to Finnex AI. -From Settings menu --> Workspaces tab set up your own workspace and securely link it to the Xero organisation you want to use.
Step 3: Start Using AI
Click on AI menu and perform an initial synchronization of your data.
You are now all set to ask AI to:
- "Process attached PDF bill into Xero."
- "Show me the monthly P&L for June 2025."
- "Drill down to my Marketing expense account."
- "Reclass $1000 from Marketing to Consulting expense."
Tips for Effective Use
You can access the pre-built AI workflow/prompts to assist you with common accounting tasks by going to Home page or click on the Lightbulb at the top of AI page.
To get the most out of your AI experience, refer to key elements in your commands:
- Use “selected range in My Excel” to instruct the AI to read from the selected cell range in Excel.
- Say “My Xero” to refer to your connected Xero organisation and let AI perform accounting tasks such as creating invoices or fetching reports.
- Attach one or more files, then use “Attached file” in your query to ask AI to extract data from the document (e.g., bills, receipts, or statements).
- Use “My DB” to instruct the AI to read, analyse, or update data in the Database.
