Xero automation
Xero automation captures documents and brings them into Xero without retyping.
What you can do
- Capture a document, such as a receipt or a bill, from the places the workspace reads.
- Import it into Xero as a draft for a person to check.
Limits
- This page describes the plan. The exact documents captured, and what Xero receives, are confirmed at release.
- Finance is outside the everyday manual; this page covers only the automation.
- Needs a connected Xero organisation.