AI-Powered Accounting
Your AI Accounting
Process invoices, generate financial reports, and query your Xero data in natural language -- all from Excel or your browser. Just ask, and let AI handle the rest.
Average Invoice Processing Time
Xero Data Types Supported
Standard Financial Reports
Accuracy Rate
Capabilities
Everything you need to streamline
your accounting workflow
From invoice processing to financial reporting, Finnex AI handles your repetitive accounting tasks so you can focus on what matters.
Smart Invoice Processing
Upload PDF or image invoices and let AI extract every detail. Automatically create draft bills in Xero with matched contacts and suggested accounts.
Financial Reports in Excel
Generate Trial Balance, P&L, General Ledger, Aged Payables and Receivables. Reports write directly into your Excel spreadsheet.
Natural Language Queries
Ask anything about your accounting data in plain English. Get revenue analysis, overdue invoices, expense breakdowns and more with AI-generated charts.
Deep Xero Integration
Create invoices, bills, credit notes, purchase orders, quotes and record payments directly from the chat. Your Xero data stays in sync.
See It In Action
AI-powered insights,
delivered to your spreadsheet
Bulk Invoice Processing
Upload a CSV or Excel file with hundreds of invoices. Finnex AI parses each entry, matches suppliers to your Xero contacts, suggests the right account codes and tax types, then presents editable draft forms for review before creating in Xero.
12-Month Profit & Loss
Generate a full P&L report broken down by account type with monthly columns. Revenue, direct costs, and expense categories are grouped with subtotals — formatted and written directly into Excel.
General Ledger Reports
Generate a complete General Ledger with expandable journal entries, filterable by account and date range. Every transaction is laid out in Excel, ready for review or export.
Aged Payables
See exactly what you owe and to whom. Filter by supplier, view invoice-level detail with aging buckets (Not Yet Due, 0–30, 31–60, 61–90, 90+ days), and export the full report to Excel.
Aged Receivables
Track outstanding customer invoices at a glance. Filter by customer, see amounts due by aging period, and identify at-risk receivables before they become overdue.
Revenue Trend Analysis
Ask Finnex to analyse your revenue trends and it delivers a detailed monthly breakdown with key highlights, summary statistics and a chart — all written directly into your Excel spreadsheet.
Overdue Invoice Aging
Instantly identify at-risk receivables. Finnex analyses your unpaid invoices by aging bucket, highlights the most overdue contacts, and writes the full detail report to Excel.
How It Works
Up and running in minutes
Connect Xero
Link your Xero organisation in one click. Finnex syncs your chart of accounts, contacts, invoices and transactions securely.
Ask AI
Type your question or upload a document. Need a P&L? Want to process invoices? Just ask in plain English.
Get Results
Receive detailed analysis, charts and reports written directly to Excel. Create Xero transactions without leaving the chat.
Ready to automate
your accounting?
Join accountants and bookkeepers who are saving hours every week with Finnex AI. Start your free trial today -- no credit card required.
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AI-powered accounting assistant