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Xero

The AI handles Xero invoicing, bank reconciliation and reports.

Kategori
Finans
Kurulum
4adım
Yardımcı olduğu alanlar
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What ProhostAI can do with Xero

Once Xero is connected, ProhostAI works with your accounts in plain language.

  • Read

    Answer from the accounts

    Get real figures on spend, income and what is outstanding.

    “What is still unpaid from last month?”

  • Read

    Review the bank feed

    Look at unreconciled transactions with the operational context that explains them.

  • Create & update

    Raise invoices

    Create owner or client invoices from what actually happened that month.

  • Create & update

    Record bills and expenses

    Enter supplier costs against the right property as they occur.

Xero hakkında

Reconciliation stops being a Sunday evening.

Connect Xero and ProhostAI can raise invoices, help reconcile the bank feed and answer questions from your actual accounts — with costs attributed to the property that caused them.

Devamını oku

Xero is the default for small property businesses across the UK, Australia and New Zealand, and its bank reconciliation is the feature people actually use. The screen is well designed. It is also a queue that only ever grows.

The hard part is never the mechanics, it is the memory. A £180 payment to a name you half recognise, six weeks ago — was that the plumber at Church Street or the one at Mill Lane? Getting it wrong means the per-property numbers you rely on quietly stop being true.

Connecting Xero puts that context where the reconciliation is. ProhostAI knows what was happening at which property on which date, so a transaction can be matched to the job that caused it. Invoices to owners can be raised from the same knowledge, and questions about the accounts answered without opening them.

Yardımcı olduğu alanlar: Finans

Setup

Xero connects through OAuth, so ProhostAI never sees your password and you can revoke access from Xero at any time.

  1. Open ProhostAI and go to Settings → Connections.

  2. Search for Xero and select Connect.

  3. Sign in to Xero, choose the organisation and approve the permissions.

  4. Ask what is outstanding to confirm the connection works.

Good to know

  • Xero stays the system of record. Your chart of accounts and tax settings are unchanged.

  • If you run several Xero organisations, connect the right one — each is separate.

  • Tracking categories are the usual way to attribute costs per property. Decide that before pushing many entries through.

  • Revoking ProhostAI in Xero’s connected-apps settings ends access immediately.

Xero hakkında sorular

Can ProhostAI reconcile my bank feed?

It helps with the part people find hardest — remembering what a transaction was for. It can match a payment to the job or property that caused it, so reconciliation stops relying on recall.

Can it raise owner invoices?

Yes, from what actually happened that month, which is usually faster than assembling the figures by hand first.

How do costs get attributed to a property?

Normally through Xero tracking categories. It is worth deciding your approach before pushing many entries through, since changing it later means rework.

I have several Xero organisations — does that work?

Each organisation is separate, so connect the one you want ProhostAI to work with.

How do I disconnect Xero?

Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in Xero’s connected-apps settings.

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