Automating Invoice Data Entry into Xero Using AI Agents
Managing invoices through accounting software like Xero, NetSuite, and QuickBooks can be time-consuming, especially when manual data entry is required. Many businesses struggle with uploading invoices in different formats, particularly when they arrive as PDFs instead of CSV files. This blog explores how AI Agents can convert PDF invoices into CSV files for accounting softwares.
.png)
Integrate your CRM with other tools
Lorem ipsum dolor sit amet, consectetur adipiscing elit lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti
- Mauris commodo quis imperdiet massa tincidunt nunc pulvinar
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti
How to connect your integrations to your CRM platform?
Vitae congue eu consequat ac felis placerat vestibulum lectus mauris ultrices cursus sit amet dictum sit amet justo donec enim diam porttitor lacus luctus accumsan tortor posuere praesent tristique magna sit amet purus gravida quis blandit turpis.
Techbit is the next-gen CRM platform designed for modern sales teams
At risus viverra adipiscing at in tellus integer feugiat nisl pretium fusce id velit ut tortor sagittis orci a scelerisque purus semper eget at lectus urna duis convallis. porta nibh venenatis cras sed felis eget neque laoreet suspendisse interdum consectetur libero id faucibus nisl donec pretium vulputate sapien nec sagittis aliquam nunc lobortis mattis aliquam faucibus purus in.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti venenatis
- Mauris commodo quis imperdiet massa at in tincidunt nunc pulvinar
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti consectetur
Why using the right CRM can make your team close more sales?
Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque. Velit euismod in pellentesque massa placerat volutpat lacus laoreet non curabitur gravida odio aenean sed adipiscing diam donec adipiscing tristique risus. amet est placerat.
“Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque velit euismod in pellentesque massa placerat.”
What other features would you like to see in our product?
Eget lorem dolor sed viverra ipsum nunc aliquet bibendum felis donec et odio pellentesque diam volutpat commodo sed egestas aliquam sem fringilla ut morbi tincidunt augue interdum velit euismod eu tincidunt tortor aliquam nulla facilisi aenean sed adipiscing diam donec adipiscing ut lectus arcu bibendum at varius vel pharetra nibh venenatis cras sed felis eget.
Using accounting softwares such as Xero, NetSuite, QuickBooks, Wave or any other can be very useful and time efficient, but they still require a lot of manual data entry. Managing invoices, for example, can be a time-consuming process, especially when dealing with different file formats. Wouldn’t t be great if you could upload data directly to the software all at once, not one by one? Well, now you can.
This is where AI solutions step in, offering a quick and efficient way to streamline this process.
PDF Invoices and CSV Requirements in Xero
Many accounting platforms allow users to upload invoices in bulk through a CSV file import. However, this requires specific formatting. When you navigate through Xero’s dashboard to import unpaid invoices, you’ll find an option to upload a CSV file, but it must follow Xero's precise template. This template includes nine mandatory fields, such as invoice number, date, and amount. Without these fields properly formatted, the system won’t accept the file.
For businesses receiving invoices in CSV format, this process is straightforward. But that is rare, so what happens when your invoices come in as PDFs? It’s a common issue, and traditionally, the only solution has been to enter the data manually. Manually transcribing every field, takes a lot of time and can lead to many mistakes. Fortunately, AI-powered solutions can automate this process, saving hours of manual work.
Using AI to Extract Data from PDFs
Rather than spending time on data entry, AI technology can convert your PDF invoices directly into CSV files. Here’s how it works:
AI Agents provide an interface where users can upload a PDF or any other document and transform it into the desired format, in this case, a CSV file ready for import. These tools often come with pre-made templates, which are specifically designed to match the formats required by different platforms.
This solution eliminates the need for manual data entry, allowing businesses to focus on more critical tasks. You simply upload your PDF invoice, and the AI processes the document, extracts the necessary information, and organizes it into a CSV format, ready for export.
Video of a Step-by-Step Process:
The main benefit of using AI Agents is the time saved. What would typically take hours of manual entry is reduced to a few minutes. Moreover, AI-driven extraction is highly accurate, significantly reducing the risk of human error. This ensures that all required fields are correctly filled, and the data is properly formatted for Xero’s system.
For businesses dealing with high volumes of invoices, this efficiency is invaluable. Not only does it free up employees to focus on more strategic tasks, but it also accelerates the entire invoicing process, helping to maintain smooth financial operations.
.png)
.png)
