Xero integration

Your team keeps using WhatsApp. Xero gets clean, approved records.

Staff submit invoices and receipts via private WhatsApp. BoringOps structures the data, routes approvals, and posts approved bills to Xero — with CoA mapping and source traceability.

Start 1-week pilot See Accurate integration

CoA mappingConfigured per workflow

Source preservedWhatsApp photo attached

Multi-entityMultiple Xero orgs

Invoice → Xero flow

💬

WhatsApp private chat

Invoice photo · Rp 6.8jt · Vendor Listrik

↓

BoringOps

Approval gate

Extract fields Map to CoA Require approval

↓

🟦

Xero

Bill created · CoA mapped · evidence linked

How Xero integration works

From WhatsApp message to Xero bill — with approval in between.

Every record is approved before it posts. Every bill has a source document attached.

Step 01

Staff sends invoice

Photo, PDF, or voice note via private WhatsApp. BoringOps extracts vendor, amount, date, and category automatically.

Step 02

Approval routed

Job sent to the configured approver in WhatsApp. They confirm with one message. Decision logged with timestamp.

Step 03

Mapped to CoA

Approved record mapped to the correct Xero account code based on the configured workflow rules. No manual coding.

Step 04

Bill created in Xero

A Xero bill is created with the source document attached — the original WhatsApp photo or forwarded file.

Integration capabilities

Built for SMEs running operations over WhatsApp with Xero as their books.

📸

AP capture from WhatsApp

Invoice photos and forwarded PDFs converted to structured Xero bills. No re-keying, no manual entry for finance.

✅

Approval-gated posting

Nothing posts to Xero without a manager confirmation. Approval chain and decision timestamp stored with every record.

🗂️

Chart of accounts mapping

Map each workflow type to a Xero account code at setup. AP, petty cash, and expenses go to the right accounts automatically.

🌏

Indonesia context

Tuned for IDR amounts, Indonesian vendors, and Bahasa Indonesia invoice content. Xero multi-currency supported.

🧾

Source traceability

Every Xero bill links back to the original WhatsApp message. Open the bill and see who sent it, when, and what they sent.

🏢

Multi-org support

KAP / bookkeeper setups with multiple Xero organisations — each client workspace maps to a separate Xero org.

Use cases

What SMEs use the Xero integration for.

Finance workflows

📄 Accounts payable — invoice to Xero bill
💵 Petty cash reimbursement with approval trail
💳 Staff expense claims and coding
💸 Vendor payment request logging
📦 Purchase receipt reconciliation

What posts to Xero

Contact (vendor) name
Amount (IDR or multi-currency)
Mapped account code (from workflow rules)
Invoice or transaction date
Approval metadata (approver + timestamp)
Attachment — original source document

FAQ

Common questions about the Xero integration.

How is the Xero connection set up?

We connect via Xero's standard OAuth integration. You authorise access to your Xero org during the pilot setup session. We configure account code mapping together from your chart of accounts.

Can we connect multiple Xero organisations?

Yes. Multi-org setups are supported — each BoringOps workspace connects to one Xero org. KAP partners managing multiple client orgs use this for per-client isolation.

What happens if the Xero sync fails?

Failed syncs are flagged in the portal with the error detail. Finance can retry or escalate. Nothing is silently lost — all approved records are retained.

Is IDR currency handled correctly?

Yes. Amounts in Rupiah are parsed from WhatsApp messages and photos. The integration is tuned for Indonesian invoice formats and IDR amounts.