AI-Powered AP Automation for Xero

Xero is a cloud-based accounting software designed for small and medium-sized businesses. It helps manage key financial tasks such as invoicing, bank reconciliation, accounts payable (AP) automation, and payroll. Xero provides real-time financial insights, allowing businesses to track cash flow, manage expenses, and maintain accurate financial records. With its integration capabilities and automation features, Xero simplifies day-to-day accounting, ensuring businesses can streamline financial operations, reduce manual work, and stay compliant with tax and reporting requirements.

Kloo provides a range of AI-powered features aimed at reducing manual tasks, improving efficiency and user experience of the Xero experience, from procure-to-pay.

While Xero has some OCR functionality, Kloo's layers OCR with AI to achieve unprecedented accuracy and fully automated coding at line item level. Kloo also offers AI-powered contextual matching, natural language purchase requests, unlimited custom fields, and fully customisable approval workflows with conditional automatic workflow routing.

Kloo integrates seamlessly with Xero using an API-based two-way data sharing system, ensuring complete synchronisation between both platforms. Kloo imports all necessary financial data from Xero, including entities, suppliers, dimensions, and tax rates, allowing you to manage your procurement and financial processes efficiently. Any actions taken within Kloo, such as purchase orders or approvals, are automatically passed back to Xero, ensuring it remains the accurate single source of truth for your financial data.

Setting up the integration is simple and fast. Once you grant Kloo the necessary permissions within your Xero account, your data syncs immediately, and you can be up and running within minutes. This automated sync ensures that all relevant data stays aligned between systems, allowing for improved financial management, spend control, and real-time financial insights.

Kloo enhances approval workflows for Xero by automating and simplifying the entire process. With Kloo, approval workflows are tailored to fit your organisation’s needs, allowing for conditional approvals based on factors like department, spending limits, or purchase categories. Approvers can easily review and approve requests directly from their email, reducing delays and bottlenecks. All approvals are automatically synced with Xero, ensuring real-time updates and full visibility into procurement and financial activities, making the process more efficient and error-free.

Yes, Kloo streamlines invoice management and processing for Xero by automating key tasks such as invoice capture, approval workflows, and matching with purchase orders. Kloo’s integration with Xero ensures that invoices are automatically synced between the systems, reducing manual data entry and the risk of errors. The platform also allows for customised approval workflows, ensuring that invoices are processed and approved quickly and efficiently. By combining Kloo’s automation features with Xero’s accounting capabilities, businesses can improve their invoice management, enhance visibility, and maintain accurate financial records in real time.

Kloo imports all the necessary information from Xero, including suppliers, dimensions, entities, and tax rates. There is no manual data transfer is required.

This integration is enabled by Merge. Merge is built to protect your Xero data with industry-standard compliance frameworks including SOC 2 Type II and ISO 27001, and complies with privacy regulations like HIPAA, GDPR, and CCPA.