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finance

Xero Spend Categorisation

Pull your bank transactions and chart of accounts from Xero, then have AI suggest the best account code and a category for each transaction. Useful for reviewing uncoded spend or sanity-checking how money is classified. Returns a tidy categorised list.

xerofinancebank-transactionsbookkeepingai-agent

Pull your bank transactions and chart of accounts from Xero, then have AI suggest the best account code and a category for each transaction. Useful for reviewing uncoded spend or sanity-checking how money is classified. Returns a tidy categorised list.

Steps
1
List Bank Transactions
XERO
2
List Chart of Accounts
XERO
3Each Transaction
4
Classify Against Accounts
Ai Text Generate
5Collect Results

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