EZ Xero Helper

Instant Xero contact lookup, attachment upload, and contact enrichment from Gmail.

EZ Xero Helper brings your Xero accounting data directly into your browser as a pinned side panel — always one click away, no full Xero page loads required. Built for accountants, bookkeepers, and finance teams who live between their inbox and Xero every day. ────────────────────────────────────── FEATURES ────────────────────────────────────── 🔍 INSTANT CONTACT LOOKUP Search any Xero contact by name or email in under a second. See their full profile including: • Total receivables (A/R) and payables (A/P) with overdue alerts • Full invoice and bill history — status, amount, due dates, attachments • Contact details, phone, address, website — edit inline • Contact persons — view, add and edit without leaving the panel • Notes from Xero history — read, add, and browse • A–Z letter slider for quick browsing (active letters highlighted) • One-click deep links to open any record directly in Xero 📝 CREATE INVOICES & BILLS IN-PANEL Raise a new invoice or bill directly from a contact's card: • Pre-populated contact — no searching again • Set date, due date, invoice number, and reference • Add multiple line items with description, quantity, unit price, account code, and tax type • Account dropdown loaded from your Xero Chart of Accounts • Choose to Save as Draft or Authorise immediately • Duplicate any existing invoice or bill in one click — all line items pre-filled 📎 DRAG & DROP ATTACHMENT UPLOAD Upload files to invoices and bills without opening Xero: • Three views: Unattached (needs a file), All Recent, and Recently Uploaded • Filter by invoices (A/R) or bills (A/P) • Drag a file directly onto any card to attach it instantly • All statuses included: Draft, Submitted, Authorised, Paid — only Voided excluded • Search by invoice number, contact name, or amount ✉️ GMAIL CONTACT ENRICHMENT Open any email in Gmail and automatically read the sender's details: • Captures name, email, phone, address, and VAT numbers from email signatures • Matches to your Xero contact automatically • Shows exactly which fields would change before you commit • Select only the fields you want to update — push in one click • Add CC/To recipients as contact persons on the matched Xero contact 🏢 MULTI-COMPANY SUPPORT • Connected to multiple Xero organisations? Switch companies from the header in one click • Switching instantly clears cached data so you only see the selected company's records ────────────────────────────────────── SECURITY & PRIVACY ────────────────────────────────────── • All Xero data is fetched directly from Xero's API to your browser — we never store your accounting data on our servers • OAuth 2.0 PKCE flow — no client secrets, no intermediary server • Xero tokens stored locally in your browser only • Sign in with Google or email (magic link) — authentication via Supabase ────────────────────────────────────── FREE & PRO PLANS ────────────────────────────────────── Free: 10 contact lookups / 3 uploads / 5 enrichments per day Pro ($9/month): Unlimited everything + priority support New users get a 7-day Pro trial automatically — no credit card required. ────────────────────────────────────── REQUIREMENTS ────────────────────────────────────── • A Xero account (any plan) • Chrome or Chromium-based browser (Edge, Brave, Arc, etc.) • Gmail (optional — for enrichment feature only)