Xero Reconcile Robot
Item logo image for Xero Reconcile Robot

Xero Reconcile Robot

www.yodeck.com
5.0(

8 ratings

)
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Overview

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 ). Made with love by yodeck.com -- the top Digital Signage platform Note: You will need to refresh any already opened Xero reconciliation page after you have installed the extension.

5 out of 58 ratings

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Kreig MitchellFeb 11, 2024

Excellent, thank you.

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Jason HoOct 14, 2023

Yes yes yes! How is this not integrated into their system...

1 person found this review to be helpful
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James AustenApr 28, 2023

Excellent tool and a massive time saver. Once all your rules are configured, you can have it run through all transactions automatically

Details

  • Version
    0.114
  • Updated
    October 27, 2022
  • Size
    16.43KiB
  • Languages
    English
  • Developer
    Flipnode LLC
    315 Montgomery Street, 9th Floor San Francisco, CA 94104 United States
    Website
    Email
    info@yodeck.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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