Automate Bank Reconciliation and Invoicing in Xero.
Xero keeps your books clean, but matching transactions, chasing invoices, and closing the month still takes hours. Kognitos automates the repetitive accounting work so your team focuses on advisory.
Describe It in English.
It Runs Deterministically.
Overview
Pull unreconciled bank feed transactions from Xero; match against outstanding invoices and bills using fuzzy rules; auto-reconcile clean matches and flag exceptions for the bookkeeper.
Execution Steps
Pull Bank Feed Transactions
- Retrieve unreconciled transactions from the Xero bank feed for all accounts
- Categorize each transaction by amount, date, and payee reference
Match Against Invoices and Bills
- Compare each transaction against outstanding Xero invoices and bills
- Apply fuzzy matching on amount (within $0.50) and date (within 3 days)
Reconcile or Escalate
- Auto-reconcile transactions with a confident match and post the reconciliation
- Flag ambiguous matches and create a review task for the bookkeeper with context
Enterprise
Use Cases
Bank Feed Reconciliation
Automatically match Xero bank feed transactions to invoices and bills, reconcile hundreds of transactions in minutes instead of hours.
Invoice Chasing
Identify overdue Xero invoices and send escalating payment reminders to customers based on aging tier and relationship rules.
Month-End Close Automation
Run Xero month-end procedures automatically: post accruals, reconcile accounts, generate the trial balance, and notify the accountant.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Xero automation questions.
What can I automate between Kognitos and Xero?
Bank reconciliations, journal entries, accruals, intercompany matching, AP and AR exception handling, vendor master maintenance, and audit-evidence packaging. Kognitos reads from Xero, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Xero?
Through Xero's official API using scoped credentials (OAuth or API key, depending on which Xero supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Xero can trigger a Kognitos automation?
Common triggers include a new bank statement, an unmatched transaction, an approval timeout, a month-end close task, or a scheduled reconciliation. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Xero automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Xero records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Xero data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Xero data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Xero integration?
Book a 30-minute demo. We'll help you connect Xero, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.