Stop Typing Bills: An AI Agent That Does It For You (Free Template)
Forward bills by email and let an AI agent create draft bills in Xero—lines coded, tax allocated, PDF attached. Free template included.
Putting Perplexity's Comet browser to the test with accounting data entry
On The Accounting Podcast, I tested Perplexity new Comet browser - their AI assistant that promises to work across browser tabs and handle repetitive tasks. The test was simple: take a basic PDF invoice (one line item, $85 for web design) and enter it as a bill in Xero.
Xero partners with Plaid for expanded US bank feeds
Xero partners with Plaid to expand US small business bank feeds, offering over 1,000 direct connections by late 2025 for faster, more reliable banking data.
Xero is finally doing traditional bank recs – is QuickBooks in trouble?
Xero unveils game-changing features at Xerocon Nashville, including traditional bank reconciliations, embedded bill pay, and AI capabilities. Learn how these updates stack up against QuickBooks and what they mean for the future of cloud accounting.
2018: The Year Cloud Accounting Passes the Tipping Point
How many people does it take to make an idea go viral? It's lower than you might think. All it takes is 10% of the population to come around and change is inevitable. To learn how we've already passed that tipping point for cloud accounting technology, read my article in the July 2018 issue of California CPA Magazine.
New Survey Finds Accounting Teams Embrace Technology to Solve Hiring Challenges
Accountants are again taking a leadership role in their organizations with the adoption of cloud applications. According to FloQast’s new survey of accounting and finance professionals, 85 percent of respondents are facing increased challenges in hiring and retaining talent, and technology adoption is a key strategy in attracting and retaining talent.
My #1 takeaway (& pics) from Xerocon Austin
There’s something that keeps me coming back to Xerocon year after year...
Read my review of Xero Projects on Accountex Report
Xero Projects is a simple way for users to track time and expenses on projects or jobs within Xero. It’s designed for small businesses in service industries. Read my review of Xero Projects on Accountex Report.
How to Run a Cash Basis Trial Balance in Xero
There's no option to run Xero's Trial Balance report on a cash basis. Fortunately, there's a workaround using the General Ledger report. Here's how to do it.
Xero releases "Ask in Xero HQ"
Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.