Ideas to put to work
Monthly reporting and finance checks from your Xero ledger, ready before anyone asks.
Monthly management pack
Sofia reads the general ledger and bank transactions, updates the figures in Google Sheets, and drafts the management report in Google Docs.
Reconciliation exceptions listed
Sofia matches bank transactions to invoices and payments and lists the unmatched items, so your accountant reviews exceptions first.
Credit control drafted for approval
Sofia reads overdue invoices and drafts a personal reminder to each client in Gmail, ready for your approval.
Cash position summary
Sofia reads the ledger and bank transactions and drafts a cash summary of what's due in and out over the coming weeks.
What Sofia can do with Xero
Sofia reads and keeps current
- Contacts
- Invoices
- Payments
- Credit notes
- Bank transactions
- Purchase orders
- Chart of accounts
- General ledger
Sofia does, with your approval where you want it
- Create an invoice
- Record a payment
- Create a contact
- Create a credit note
- Create a purchase order
- Record a bank transaction
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google SheetsGoogle's online spreadsheets
- Google DocsGoogle's online word processor
- GmailGoogle's email for business
QuickBooksAccounting software for small and mid-sized businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions- AcumaticaCloud ERP for mid-sized businesses
Let Sofia report from your Xero ledger
Score your firm in three minutes, or talk to our team.