# AI Bookkeeper with Xero Integration - Finance Skill

> Add AI Bookkeeper skills to your AI Employee. Connects to Xero for invoicing, bank reconciliation, GST/BAS prep and chasing overdue payments. Custom pricing.

**Source:** https://agentive.au/ai-employee/finance-skill/

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[Back to AI Employee](/ai-employee)

Finance Skills

# Finance Skills: AI Bookkeeper

Finance Skills Add-on (added to your AI Executive Assistant)

Stop spending evenings on bookkeeping. Your AI Employee's Finance Skills handle Xero invoicing, payment chasing, bank reconciliation, GST/BAS prep, and payroll review, so you can focus on your clients.

[Book Free Consultation](https://meetings-ap1.hubspot.com/agentive/30min) [Book a 15-Min Demo](https://meetings-ap1.hubspot.com/agentive/30min)

## See Finance Skills in Action

Watch your AI Bookkeeper handle Xero health checks, invoicing, bank reconciliation, and GST reporting.

 Your browser does not support the video tag.

## Sound Familiar?

These are the problems your Finance Skills solve, automatically.

"I forgot to invoice that client"

Never miss an invoice again.

"My books are weeks behind"

Catch up on a week of bookkeeping in one conversation.

"Clients owe me money and I keep forgetting to chase"

Automatic payment reminders for every overdue invoice.

"I spend evenings doing bank reconciliation"

Bank reconciliation without the late nights.

"BAS is due and I am not ready"

BAS-ready books, every quarter.

"I do not know my cash position"

Know your cash position in seconds.

"Supplier bills pile up unprocessed"

Process a stack of bills in minutes.

"I need a P&L before a meeting"

Profit and Loss report on demand.

"Payroll gives me a headache"

Review payroll, super, and PAYG in plain English.

"Receipts are in my email, not in Xero"

Receipts attached to the right transaction, automatically.

## What Your Finance Skills Include

### Xero Integration (Full Access)

-   Direct connection to your Xero account
-   Invoice creation and sending
-   Payment tracking and recording
-   Bank reconciliation assistance
-   Bill processing and approval
-   Attach supporting documents to invoices and bills
-   View aged receivables and payables

### Financial Tasks

-   GST/BAS preparation support
-   Financial reporting (P&L, balance sheet)
-   Expense categorisation
-   Cash flow monitoring

### Communication

-   Send payment reminders to customers
-   Email receipts and invoices
-   Respond to supplier queries
-   Financial summaries and alerts via Telegram

### Document Processing

-   Read and process PDFs
-   Work with spreadsheets
-   Extract data from invoices
-   Create formatted reports

### 💰 Payroll (Read-Only)

-   View employee records and pay rates
-   View pay runs and payslips
-   Monitor superannuation obligations
-   Check PAYG withholding per pay run

### 🩺 Bookkeeping Health

-   Run a full health check on your Xero books
-   Flag overdue invoices and unreconciled transactions
-   Categorise expenses to correct account codes
-   Switch between multiple Xero organisations

### Perfect For

✓ Accounting firms

✓ Law firms managing trust accounts

✓ HR consultancies

✓ Marketing agencies

✓ Web development studios

✓ Architecture and engineering firms

### Built for Australian Professional Services

Understands GST, BAS, PAYG, superannuation, and Xero. Whether you run an accounting practice, a law firm, or a consulting business, your Finance Skills speak Australian.

Real Example

## What AG001 Did in One Session

A business owner asked their AI Employee to sort out a week of neglected books. Here is what happened in a single conversation:

-   Checked Xero health status across all accounts
-   Marked invoice INV-008 as paid ($1,375)
-   Sent receipt to customer via email
-   Sent payment reminder for overdue invoice ($11,000)
-   Analysed and cleaned up 4 draft bills
-   Processed and approved 3 bills (Officeworks, PPM, ATO)

Total time: One conversation

Human effort: Zero

## Pricing

Add Finance Skills to your AI Employee

Deploy in 24 hours

AI Executive Assistant +

Finance Skills

Custom pricing tailored to your business

Contact us for a quote

Compare: a part-time bookkeeper costs A$1,500+/month

[Book Free Consultation](https://meetings-ap1.hubspot.com/agentive/30min) [Book a 15-Min Demo](https://meetings-ap1.hubspot.com/agentive/30min)

REAL CASE STUDY

### AI Caught $7,354 in Misclassified Expenses After a Professional Bookkeeper Signed Off

20 miscategorised transactions. $142 in incorrect GST claims. 38 missing receipts found and attached. All in a single session.

[Read the full case study](/blog/ai-bookkeeper-catches-what-humans-miss)

20

Errors Caught

## Explore More AI Employee Skills

[

AI Marketing assistant

LinkedIn, content creation, Google Ads

](/ai-employee/marketing-skill)[

AI for accountants

Real-world use cases and workflows

](/ai-employee/use-cases/accountants)

## Ready to Automate Your Bookkeeping?

Get your AI Employee with Finance Skills deployed within 24 hours.

[Book Free Consultation](https://meetings-ap1.hubspot.com/agentive/30min) [Book a 15-Min Demo](https://meetings-ap1.hubspot.com/agentive/30min)

 [![Agentive logo - AI Employees for Australian accounting and bookkeeping firms](/_astro/agentive-logo.Da9xTiRa_2polWP.png "Agentive - AI Employees for accountants and bookkeepers")](/)

AI Employee for accounting firms and bookkeeping practices. Custom pricing to suit your business.

[](https://www.linkedin.com/company/agentive-au/)[](https://x.com/AgentiveAU)[](https://github.com/AgentiveAU/)[](https://www.youtube.com/@AgentiveAU)

## Industries

-   [For Bookkeepers](/ai-employee/use-cases/bookkeepers)
-   [For Accountants](/ai-employee/use-cases/accountants)
-   [Accounting Firms](/ai-employee/accounting-firms)
-   [Bookkeeping Automation](/ai-employee/bookkeeping)
-   [Tax & Compliance](/ai-employee/tax-compliance)
-   [Finance Operations](/ai-employee/finance-operations)
-   [Financial Advisors](/ai-employee/use-cases/financial-advisors)
-   [Auditors](/ai-employee/use-cases/auditors)

## AI Employee NEW

-   [AI Employee Overview](/ai-employee)
-   [Finance Skills (Xero)](/ai-employee/finance-skill)
-   [Marketing Skills](/ai-employee/marketing-skill)
-   [AI Employee Use Cases](/ai-employee/use-cases)
-   [For Accountants](/ai-employee/use-cases/accountants)
-   [For Business Owners](/ai-employee/use-cases/business-owners)

## Company

-   [About Us](/about)
-   [Contact](/contact)
-   [Careers](/careers)
-   [Support](/support)
-   [Use Cases](/ai-employee/use-cases)
-   [Technology](/technology)
-   [Blog](/blog)
-   [Book a Call](/book)
-   [Business Freedom Score](/business-freedom)

## Our Products

-   [Agentive Platform](https://agentive.is)
-   [MyAgentive](https://myagentive.ai)
-   [App In Week](https://appinweek.com)

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