Send Invoices to Xero Automatically

Upload vendor invoices in any format and get structured data mapped to Xero bill fields—contact, date, line items, tax, and account codes—automatically.

Enterprise-grade OCR 99.5% uptime SLA SOC 2 certified

See invoice to xero in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

How it works

Three steps from document to structured data

Upload or forward

Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.

AI reads and extracts

The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.

Export anywhere

Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.

What teams are saying

“We switched to Xero for our 200-person company but the invoice entry workload was crushing our bookkeeping team. Automating extraction cut our monthly invoice processing time by 80 percent.”
RD
Rebecca D.
Finance Manager
“The account code mapping is what makes this practical. Invoices arrive, get extracted, get coded, and land in Xero ready for approval. We barely touch them.”
NK
Neil K.
Senior Bookkeeper
“Our Xero data was always two weeks behind because of the invoice entry backlog. Now invoices are in the system the same day they arrive, which transformed our cash flow visibility.”
CM
Claire M.
Business Owner

Why automating the invoice-to-Xero workflow matters

Xero is the accounting platform of choice for hundreds of thousands of small and mid-size businesses worldwide. For these organizations, entering vendor invoices into Xero is a daily task that consumes bookkeeper time and introduces errors. Each invoice must be manually typed into a Xero bill entry—contact name, invoice number, date, line items with descriptions and amounts, tax codes, and account codes. Invoice to Xero automation eliminates this manual step by extracting data from invoice documents and mapping it directly to Xero bill fields.

The data entry burden scales with business growth. A company processing 50 vendor invoices per month can manage manual entry, but at 200 or 500 invoices per month, the workload becomes a bottleneck that delays financial close and strains bookkeeping resources. Every invoice that waits in the data entry queue delays the accounts payable aging report and creates cash flow blind spots. Automating the invoice to Xero pipeline ensures that invoices are captured in the accounting system on the day they arrive.

The challenge with invoice to Xero automation has historically been format diversity. Every vendor sends invoices in their own layout, and Xero’s built-in extraction works well on some formats but struggles with others. Lido provides AI-powered extraction that reads any invoice format on the first upload, identifying vendor name, invoice number, date, line items, tax amounts, and totals without per-vendor configuration. The extracted data is structured for direct import into Xero.

Bookkeepers and accountants evaluating invoice to Xero solutions should prioritize extraction accuracy across vendor formats, correct tax code identification, line-item detail mapping, and the reliability of the Xero import process. Lido provides field-level confidence scores and supports both manual review before import and fully automated workflows for trusted vendor invoices.

Enterprise ready

Built for operations teams

SOC 2 Type 2

Audited controls over a sustained period, not a point-in-time check.

AES-256 encryption

Bank-grade encryption at rest and TLS 1.2+ in transit.

24-hour deletion

Documents deleted within 24 hours. No copies retained.

Frequently asked questions

How does invoice to Xero automation work?

You upload vendor invoices as PDFs or scans. The AI extracts contact name, invoice number, date, line items, tax amounts, and totals, then structures the data for import into Xero as bill entries. The process handles any vendor format without templates.

Can the system map invoice data to Xero account codes?

Yes. Lido supports mapping extracted line items to specific Xero account codes based on vendor, description keywords, or custom rules. This reduces the manual account coding step that is typically required after data entry.

Does it handle invoices with multiple tax rates?

Yes. The AI extracts tax amounts for each line item, supporting invoices with mixed tax rates, tax-exempt items, and reverse charge scenarios. Tax details are mapped to the appropriate Xero tax code fields.

How accurate is AI invoice extraction for Xero import?

AI-powered extraction achieves 95 to 99 percent accuracy on standard invoice fields. Confidence scores flag uncertain values for review before import, ensuring that only verified data enters the Xero accounting system.

Can I automate the entire invoice to Xero workflow?

Yes. Lido supports email auto-forwarding where invoices sent to a designated email address are automatically extracted and prepared for Xero import. For trusted vendors, the workflow can be fully automated from receipt to Xero bill creation.

Simple, transparent pricing

Start free with 50 pages. Upgrade when you’re ready.

Standard
$29 /month
100 pages per month · 1 user
  • Any file type supported
  • Excel, CSV, JSON export
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 compliant

Built on Lido’s OCR engine

Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated account manager
  • Live onboarding
  • BAA for HIPAA
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Built on Lido’s OCR engine

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