Can the agent post to Xero without us?

No. It drafts bills, invoices, matches and journals; a person with the approver role posts them. The approval is logged with the person’s name.

Which Xero scopes does KYN need?

The granular scopes for transactions, contacts, journals (read) and settings, granted on a Xero app in your organisation by an adviser-level user. Legacy broad scopes are not used; new Xero apps no longer grant them.

What if our chart of accounts is messy?

The migration build mirrors the chart by code first and lists duplicates and unused accounts for you to merge or close before the agent posts anything. A clean chart is a precondition, not a side effect.

Does this work with Accurate or other accounting systems too?

Yes. The same agents read Accurate exports and bank statements directly; Xero is the ledger of record where the client runs it. See the Accurate page.

Xero, read by an agent, posted by a person.

The agent reads the chart, the contacts and the open invoices, drafts the bill or the journal from the source document, and a person posts it. Nothing reaches the ledger on the agent’s decision alone.

Get a quote →All integrations

The agent reads
- Chart of accounts and tracking categories
- Contacts, invoices, bills and their payment status
- Bank transactions and statement lines for matching
- Manual journals already posted
The agent writes
- Draft bills from documents read in the mailbox
- Draft invoices from approved quotations
- Bank transaction matches with the reason attached
- Manual journals for payroll and recognition, as drafts
A person approves
- Approving any bill, invoice or journal
- Marking a bank line reconciled
- Creating or editing a contact that already has transactions

Setting it up.

Access	A Xero app in your organisation with the accounting.transactions, accounting.contacts, accounting.journals.read and accounting.settings scopes; granted by an adviser-level user, revocable in Xero.
Mapping	Your chart mirrored by code; bank accounts matched by account number; tracking categories agreed before the first draft.
First run	Dry run against the last closed month; differences listed line by line before any live posting.
Time	About 5 working days inside a finance build.

Builds that use it.

One ledger with bank statement parsers →Bills from the mailbox and receivables chase →Payroll with CPF and bank files →Build library →

Questions buyers ask

Can the agent post to Xero without us?: No. It drafts bills, invoices, matches and journals; a person with the approver role posts them. The approval is logged with the person’s name.
Which Xero scopes does KYN need?: The granular scopes for transactions, contacts, journals (read) and settings, granted on a Xero app in your organisation by an adviser-level user. Legacy broad scopes are not used; new Xero apps no longer grant them.
What if our chart of accounts is messy?: The migration build mirrors the chart by code first and lists duplicates and unused accounts for you to merge or close before the agent posts anything. A clean chart is a precondition, not a side effect.
Does this work with Accurate or other accounting systems too?: Yes. The same agents read Accurate exports and bank statements directly; Xero is the ledger of record where the client runs it. See the Accurate page.