Keep the spreadsheet that works. Stop re-entering the result into Xero.
If someone repeatedly prepares or reviews the same Excel workbook, bookkeeping summary, allocation or adjustment schedule before entering the result into Xero, JournalFlow may be able to automate that recurring Xero entry.
Show us the spreadsheetThe spreadsheet can stay familiar.
JournalFlow can use information in an Excel workbook, CSV file or HTML table to create the agreed Xero result. The source does not need to look like the final entry.
- Combine values before creating the entry
- Apply agreed percentages or allocations
- Split amounts between accounts or tracking categories
- Create balanced debit and credit lines from repeatable schedules
The calculation and review can stay in the spreadsheet.
Bookkeepers often use spreadsheets because they are practical for calculations, allocations, summaries and review. JournalFlow does not need to replace that work; it can remove the repetitive step of entering the agreed result into Xero.
- Keep the calculations and allocations your team already uses
- Keep reviewing the spreadsheet as part of the normal process
- Automate the agreed Xero entry once the result is ready
Want to see JournalFlow working first?
See three proven Xero automation examples using recurring business reports.
See the proven examplesHave a spreadsheet someone repeatedly enters into Xero?
Send Swift a recent example and, if you have it, the Xero entry or manual journal you create from it today. That is enough to start assessing the fit.