Money & Finance

Xero Month-End Close Desk

Swarm School Original

Flags VAT deadlines, unreconciled Xero lines, duplicates and late invoices, with drafts.

XeroGmailGoogle Sheets
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Made by Swarm School. You’re responsible for what it does once added or imported. Bot-use terms

  1. ① From your apps
  2. ② Helps manage money
  3. ③ You approve

Works in your browser: Xero after user signs in.

Some setups also need an API key from your software.

Setup: Xero API key (Custom Connection client ID and secret).

Tested on sample data

About this bot

Never reconciles or files.

Never does

  • Never reconciles, files VAT or changes records.
  • Use case: bank reconciliation
Bookkeepers (UK, AU, NZ)bank reconciliationVAT deadlineaged receivablesworks in your browser
Risk note

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You’re responsible for what this bot does once added or imported. Review its permissions and check its actions; never let it run unchecked. By adding it you accept our Bot use terms.

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