Extracted Invoices Land in Xero as Draft Bills.
Connect your Xero organization via OAuth and Inbox Ledger pushes each extracted invoice as a draft bill — contact matched against your existing list, tax rates mapped to your Xero tax codes, multi-currency preserved, and the original PDF attached. Your team reviews and approves; the data entry is done.
Key Xero Integration Capabilities
Built-in functionality that eliminates repetitive document tasks
Xero OAuth with Minimal Scopes
Connect with a single OAuth click. Inbox Ledger requests only the scopes required for bill creation, contact management, and attachment uploads.
Fuzzy Contact Matching
Extracted vendor names are compared against your Xero contacts list using fuzzy matching. Recognized contacts are reused; unrecognized vendors are created with invoice-derived details.
Draft Bills with Full Detail
Each invoice is pushed as a Xero draft bill with line items, reference number, and due date — giving your team a review step before approval or payment.
Tax Rate Code Mapping
Extracted tax amounts map to your Xero tax rates (GST, VAT, sales tax). Default mappings apply automatically, with manual override available for edge cases.
Multi-Currency with Exchange Rates
Foreign currency invoices sync with their original currency code and the exchange rate detected at extraction. Xero converts to your base currency at the recorded rate.
Idempotent Bill Updates
Inbox Ledger tracks Xero bill IDs for each synced invoice. Re-extraction updates the existing draft rather than creating a duplicate — ensuring data integrity.
Data Pushed to Xero
AI identifies and extracts data from every supported format
AP Draft Bills
Accounts payable bills with matched contact, dates, reference number, amounts, and line items — staged as drafts awaiting team review.
Contact Records
New vendor contacts created in Xero with name, email, and address data from the invoice. Existing contacts are matched and reused across future syncs.
Credit Notes
Vendor credit notes and refund documents synced as Xero credit notes, available for allocation against outstanding bills.
Multi-Currency Transactions
Bills in foreign currencies retain original amounts and exchange rates for accurate multi-currency reporting inside Xero.
Mapped Tax Line Items
Extracted tax amounts and rates mapped to Xero tax components — GST, VAT, or sales tax — for correct jurisdictional reporting.
PDF Attachments
The original invoice PDF is attached to the Xero draft bill, keeping the source document linked for audit trail and compliance.
How It Works
From connection to first extracted invoice in under five minutes
Authorize Your Xero Organization
Click "Connect Xero" and sign in. OAuth handles the handshake securely — your password is not shared with Inbox Ledger.
Set Tax Rate and Account Mappings
Configure default tax codes and account code assignments. Inbox Ledger suggests initial mappings drawn from your existing Xero chart of accounts.
Extracted Invoices Push as Drafts
Each extracted invoice is pushed to Xero as a draft bill with contact matching and tax mapping applied. No manual trigger needed.
Review, Approve, and Pay in Xero
Open Xero to find draft bills ready for your review. Approve, schedule payment, or adjust line items — full control remains with your team.
Who Benefits Most
Designed for finance professionals and teams managing high-volume documents
Xero-Based SMBs
Small businesses on Xero automate the bill creation step entirely. Every extracted invoice appears as a draft bill within minutes of processing.
AP Teams & Controllers
Accounting teams handling hundreds of invoices per month shift from data entry to exception review and approval — the structured data is already in Xero.
Bookkeepers & Tax Advisors
External bookkeepers and tax advisors using Xero receive draft bills with source PDFs attached — ready for period-end review without chasing documents.
See Xero Integration in Action
Set up in under 5 minutes and let AI handle the busywork.
Frequently Asked Questions
You connect via Xero OAuth. When Inbox Ledger finishes extracting an invoice, it creates a draft bill in Xero with matched contact, line items, tax rates, reference number, and attached PDF. Drafts await your team review before approval.
Bills are pushed as drafts by default, giving your team a review step. You can change this to auto-approve in the integration settings if your workflow allows it.
Inbox Ledger uses fuzzy string matching against your Xero contacts. Close matches reuse the existing contact record. Unrecognized vendors are created as new contacts with name, email, and address details from the invoice.
Each Inbox Ledger organization maps to one Xero organization. If you manage multiple Xero orgs, create a corresponding Inbox Ledger organization for each and connect them independently.
Foreign currency invoices sync with the original currency code and exchange rate. Xero converts to your base currency at the recorded rate. Multi-currency must be enabled in your Xero account settings.
The sync is idempotent. Inbox Ledger stores the Xero bill ID for each synced document. Re-extraction updates the existing draft in place — no duplicate bills are created.
No. Credits are consumed only during AI extraction. Pushing data to Xero — including draft creation and PDF attachment — is included in all plans at no additional cost.
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