For those who need help getting their data into Xero, we offer different automation plans to get your data recorded into Xero the way you want. Accounting/Bookkeeping is about capturing information and we have build up our expertise over the years assisting many business to automate data import into Xero for different sales reports.
Choose from one of our many plans below suitable for various business’s needs:
- Starter
- USD 20 /month
For clients that need to import their sales/data reports on a monthly basis
Email in the report to assigned email.
Up to 200 invoices created per import
File is processed within 2 working days
- Frequent
- USD 45 /month
For clients that need daily importing of sales/data reports
Daily import
Email in the report to assigned email
Up to 200 invoices created per import
File is processed within 1 working day
- Custom
- Starting from USD$100 /month
For clients that need to automate extraction of data from log in portal with daily importing
Extraction of data from source
Up to 200 invoices/entries created per import
File is processed within 1 working day
One-off/Initial setting up fee of USD 50 for each report to import
Advantages of using our services
There are many highlights of using us to automate your Xero data capture process.
Speed – As our processes are all automated and scripted, all data can be captured faster compared to manual entering of data. This enables more timely information and faster reporting for the business.
Accuracy – An automated process will not make errors once it’s been set, this ensures that all data is captured 100% and there’s no mistakes in capturing the information. This also saves time spend on detecting and correcting errors.
Cost – The low costs of using our automated bots to process the imports will save the business money compared to using a person capturing the data manually. Reliability – Don’t have to worry about the staff going on leave or the freelancer becoming uncontractable, our bots will never fall sick or need to take leave.
Case study: How we assist Xero client to save more than 288 hours annually
Client runs a SAAS business, bulk of their transactions are through paypal, on a typical day, the paypal report has more than 10,000 lines of data monthly. Xero is unable to support direct linkage of bulk of transactions as Xero’s performance will start to lag on high volume of transactions.
Client had to extract the individual reports from paypal and summarize the daily sales while retaining the detailed payment information to classify its expenses properly. The whole process normally takes around 3 working days just to get its sales information into Xero.
After they engaged us, we have managed to automate the import so that information can all be captured in Xero within 1 day.
Case study: Solving headaches for F&B clients
For most of our F&B clients, they do not need to record individual customer sales but only a daily summary, however, with so many payment methods being used by different customers nowadays, it is difficult for the clients when performing their bank reconciliation as different payment methods are deposited differently and subjected to different merchant fees/charges.
This caused our client to have many issues when doing the reconciliation. We are able to automate the import of their monthly sales spilt by various payment methods and even added in the merchant discount fees so that the daily sales can be matched easily with the deposits in the bank.
Frequently Asked Questions and Answers (FAQs)
What will be the charges if we have several months of backlog to import?
We will offer a custom rate of one-off jobs. Do drop us a note through Contact Us letting us know the file
What happens if there’s changes in the source file/report?
We will have to re-customise our script, hence there will be a setting up fee of USD50 when there’s a change in the source file/report.
Can I cancel my subscription at anytime?
Yes, you may cancel your subscription at anytime, we only require a one month notice period.
What if I send the wrong report in?
We will notify you if the report format is different from what is normally set.
What if there’s errors in the data import?
Do notify us and we will rectify the data import if there’s error in the data import.
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