Xero Reconcile Robot
Extension Actions
- Live on Store
Automates Xero payments reconciliation
Xero Reconcile Robot automates the time-consuming process of reconciling Xero payments. It checks matches suggested by Xero and clicks the OK button for you for those that match perfectly.
Simply press the Start button when you are on the Bank reconciliation page of your Xero account. The Xero Reconcile Robot will click those pesky "OK" buttons ONLY AND ONLY IF it confirms one of the two following cases:
1) the suggested match has a reference code that perfectly matches on both sides
2) Xero suggested to create a new transaction based on a matching Bank Rule
The Xero Reconcile Robot was create to be used along with Stripe and Stripe Direct Feeds in Xero, to create a perfect accounting integration for businesses using Stripe or any automated payment processor. This way, you can automatically handle thousands of transactions each day and have your books in perfect shape. More information on Stripe Direct Feeds in Xero can be found on this page: https://central.xero.com/s/article/Stripe-direct-feeds
If you need help using the Robot or you have any suggestions, please reach out, or read the post from our blog (click on "Support" link above or visit this page: https://www.yodeck.com/news/integrating-xero-and-stripe-with-our-saas ).
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Note: You will need to refresh any already opened Xero reconciliation page after you have installed the extension.
Latest reviews
- Kreig Mitchell
- Excellent, thank you.
- Jason Ho
- Yes yes yes! How is this not integrated into their system...
- Jason Ho
- Yes yes yes! How is this not integrated into their system...
- James Austen
- Excellent tool and a massive time saver. Once all your rules are configured, you can have it run through all transactions automatically
- James Austen
- Excellent tool and a massive time saver. Once all your rules are configured, you can have it run through all transactions automatically
- Kurt Perschke
- A Fantastic Free Plugin from a Generous Developer! Really free, no upsells. It works slow and steady. For this to work you need to have your Xero rules setup well and then refresh the page and run! Just a cool little tool.
- Kurt Perschke
- A Fantastic Free Plugin from a Generous Developer! Really free, no upsells. It works slow and steady. For this to work you need to have your Xero rules setup well and then refresh the page and run! Just a cool little tool.
- Vangelis Mihalopoulos
- We could not do without it! Previously, we had to manually reconcile, since Xero does not provide an API for that. With this, reconciliation of perfect matches is done automatically. We use it combined with Stripe and the Xero Stripe Direct Feed.
- Vangelis Mihalopoulos
- We could not do without it! Previously, we had to manually reconcile, since Xero does not provide an API for that. With this, reconciliation of perfect matches is done automatically. We use it combined with Stripe and the Xero Stripe Direct Feed.
- Alan Cooney
- Fantastic little tool!
- Alan Cooney
- Fantastic little tool!
- Tim Freed
- Thanks so much for sharing this extension and for your advice in how to get it set up! We've got it working perfectly now and it's going to save us so much time. Thank you!
- Tim Freed
- Thanks so much for sharing this extension and for your advice in how to get it set up! We've got it working perfectly now and it's going to save us so much time. Thank you!