The Zudello and Xero integration automates the document entry, approval, and processing of Bills and Credits, Sales Invoices and Statements.
At the heart of the Zudello Xero integration is our powerful workflow engine. Zudello workflows fetch organisational, financial and inventory data from Xero to power your accounts receivable and accounts payable document processes. Zudello fetches data from Xero on a regular, scheduled basis, ensuring your two systems are always in sync and reflect your business in real-time.
Import sales and purchasing documents into Zudello for a complete extraction. Zudello uses advanced OCR and cognitive recognition to extract documents at a line level, automatically matching supplier SKU’s to your items in Xero and validating pricing. Based on the supplier matched, Zudello will automatically code the document based on your business rules.
Send the document down either a dynamic, multi-step approval process or send the document directly to Xero for payment. Once a document is fully approved, Zudello’s Create workflow automation will process the document and create a transaction in Xero, sending the document image along with it.
Zudello also integrates with Xero to automate statement reconciliation. Import statements into Zudello for complete extraction. Zudello’s fetch workflows sync bill and credit transactions directly from Xero, as your system of truth, and compares them to the transactions from the statement enabling you to reconcile faster.