Setting up Pinvo.ai with your Xero account is a straightforward process designed to provide an automated and intelligent accounting solution. Follow the steps below to get started.
If you are new to Pinvo.ai, sign up through the Xero authentication, or simply log in if you already have an account.
Once logged in, you'll be directed to the dashboard. Select the Xero organization you wish to connect with Pinvo.ai.
The dashboard is your control center. From here, you can:
View all connected organizations.
Check their connection status.
Add new organizations from your Xero account.
Pinvo.ai will read unreconciled bank feeds from the connected Xero organization and initiate automated document collection processes via email.
Upload missing documents through the provided email link, and Pinvo.ai will automatically sync this information with your Xero account.
Pinvo.ai's AI will then match documents, allocate categories and tax rates, and prepare data for your review.
Log back into Pinvo.ai to review the work done by AI. Confirm all the details, and the software will export the confirmed transactions into Xero.
Go to your Xero account for the final reconciliation of bank feeds and transactions generated from Pinvo.ai.
Continued Sync
Once set up, Pinvo.ai will continuously sync with your Xero account, automating document collection and matching, thus saving you time and manual effort.
Frequently Asked Questions (FAQs) for Pinvo.ai and Xero Integration
The integration is primarily designed for accounting agents in the UK, who deal with bookkeeping and document collection for small and medium-sized businesses.
The setup is simple. Please refer to our Getting Started Guide for a step-by-step process.
Yes, you'll need to either sign up for a new Pinvo.ai account or log in if you already have one.
Pinvo.ai uses AI to automatically collect documents, perform data matching, and facilitate account reconciliation. Over time, the AI algorithms improve their accuracy through machine learning.
With this integration, you can automatically collect and sort documents, match them with unreconciled bank feeds, allocate the right tax rates and categories, and finally export the confirmed transactions into Xero for final reconciliation.
Syncing and Data Management
After the initial setup, Pinvo.ai continuously syncs with your Xero account to keep all your data up-to-date.
The data includes Xero user ID, user name, user email address, organization's data for bookkeeping, tax rates, accounts, contacts, invoices, payments, and bank transactions. For more details, check our Data Management Policy.
Troubleshooting
If you encounter any issues, please refer to our Troubleshooting Guide or contact our customer support.
For any further questions or support, feel free to contact our customer service team through the contact details provided on our website.
