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Xero Automations for Accountants and Bookkeepers

Free, step-by-step Make and n8n workflows for Xero: draft bills from supplier invoices, weekly cash and bills-to-pay reports, Stripe payments, and missing receipts.

6 recipes, 3 tested so far. Tested recipes are listed first and show the date and setup they were tested in. Also see the free month-end close checklist.

Chase missing receipts for card spend in Xero (Make)

Every week, get a draft email listing Xero spend transactions that have no receipt attached, with a count and a total, so you know who to chase.

Tested on 2026-10-20 in MakeMakeReceipt captureIntermediateHuman check: Low

Saves ~2-3 hrs/month

Weekly Xero Cash and Bills-to-Pay Report (Automated with Make)

Every Monday, pull your Xero bank balances and the bills due in the next 7 days into one draft email.

Tested on 2026-10-16 in MakeMakeReportingIntermediateHuman check: Low

Saves ~1-2 hrs/month

Weekly reminder to clear unreconciled Xero bank transactions (Make)

Every week, get a draft email listing the unreconciled bank transactions in Xero, with a count and a total, so month-end doesn't pile up.

Tested on 2026-10-20 in MakeMakeBank reconciliationIntermediateHuman check: Low

Saves ~1-2 hrs/month

Record Stripe payments against Xero invoices (n8n)

When a Stripe payment succeeds, find the matching Xero invoice and log it for posting.

n8nAccounts receivableAdvancedHuman check: High

Saves ~3-6 hrs/month

Send a weekly cash position email from Xero (n8n)

Every Monday, email the bank balances and the totals of bills due this week.

n8nReportingIntermediateHuman check: Low

Saves ~1-2 hrs/month

Send supplier invoices to Xero as draft bills (Make)

Watch an Outlook folder, extract invoice data with AI, and create a draft bill in Xero.

MakeAccounts payableIntermediateHuman check: High

Saves ~3-5 hrs/month

Other topics

QuickBooks Online automations Accounts payable automation Month-end close automation All recipes