For accountants and bookkeepers

Less invoice admin for clients. More context for you.

Your business clients keep raising invoices in Xero. We're building InvoiceGrid to bring in new invoices, check what needs attention and handle routine follow-up, with decisions brought back to the owner.

For your practice, the value is in the context that comes back. A customer's reported payment or promised date is noted against the invoice in Xero, where you already review the books.

Coming soon for Australian businesses on Xero.

Tell us about your practice

Your client's approach

Your client sets the approach and keeps the business decisions.

The owner sets the tone and follow-up rules for the business. A questioned charge, a customer in difficulty or a choice about trading terms comes back for a person to decide.

The aim is to take care of routine invoice work while keeping those decisions visible. Your client can bring you into the questions where advice would help, with the invoice history and the customer's answer to work from.

How agent roles and business decisions are separated

Context in Xero

Customer answers add context to the invoice.

A payment date or a report of payment can explain what is happening without another update from your client. Relevant answers are recorded against the invoice in Xero.

Illustrative example

In Xero · History & Notes · INV-0042Bay St Medical Centre reports payment. Reminders paused for a payment check.

Brightside Medical Cleaning's invoice to Bay St Medical Centre. A customer report provides context; it does not confirm receipt of the money.

A report and a matched payment mean different things

Reminders pause for a payment check. Matching the payment in Xero is a separate step; a report alone does not settle the invoice.

Invoice context for your advice

That context can help when you discuss cash flow, overdue balances or a disputed charge. It gives you something more useful to work from than an unpaid balance alone, without treating a customer's answer as proof of payment.

Tell us about your practice.

Start with a client on Xero who supplies other businesses on payment terms and has regular invoices to manage. Tell us about your practice, and we'll email you to discuss early access.

The product is for the business owner and their team. We'd like to understand where it could fit for your clients and the work you do with them.