Skip to content
    Charviam.We build. You grow.

    Xero AI automations

    Ready-made automations that work with Xero and the other apps you already use.

    What can Charviam automate with Xero?

    3 Charviam AI automations work with Xero today, including Invoice Automation, Payment Reminder and Expense Categorizer. They are for Finance & Accounting. Each starts in Shadow mode, so nothing in Xero changes and no message is sent until you approve.

    Last reviewed

    Xero is a trademark of its owner. Charviam automations work with Xero; Charviam is not a partner, reseller or certified provider of Xero.

    Works with Xero now

    • Invoice Automation

      Checked invoices, approved by finance, no re-typing.

      Finance & Accounting

      Approval for money/legal actions

    • Payment Reminder

      Polite payment reminders that stop when paid.

      Finance & Accounting

      Approval for money/legal actions

    • Expense Categorizer

      Every card spend coded, checked and receipted.

      Finance & Accounting

      Review for important actions

    Questions about Xero automations

    FAQ

    Available now: Invoice Automation, Payment Reminder and Expense Categorizer.

    Invoice Automation, Payment Reminder and Expense Categorizer use Xero as a main app. Each automation page lists exactly which apps it needs.

    No. Charviam automations work with Xero, but Charviam is not a partner, reseller or certified provider of Xero. Xero is a trademark of its owner.

    No. Every automation starts in Shadow mode. It shows what it would have done, but nothing in Xero is changed and no message is sent until you move it up to Draft or beyond.

    We quote pricing after a short demo, because it depends on which automations you use and the apps they connect to. Tell us your apps and the job you want off your plate, and we will come back with a quote.

    Put Xero to work

    Tell us how your team uses Xero today. We will show an automation in watch-only mode on your own data before anything changes.

    Book a demoSee all apps
    Start a Conversation