JournalFlow · Invoices & Business Documents
Stop re-entering recurring documents into Xero by hand.
If the same kind of invoice, bill or business document keeps arriving and someone turns it into a similar Xero entry each time, JournalFlow may be able to automate that repeatable work.
Show us a documentBuilt around the Xero result
The document is the source. The Xero result is what matters.
JournalFlow does not need to copy a document line by line. Swift sets up how the information in the document should be used to create the Xero result the business needs.
- Split one amount between accounts or tracking categories
- Combine values before creating an entry
- Apply agreed percentages or calculations
- Information in the document can determine the account or record type used
- Create related Xero records when the agreed result needs more than one entry
What can be worth automating?
Look for document-driven work that repeats.
Strong candidates are documents that arrive in a reasonably consistent form and lead to work someone already repeats in Xero.
- Supplier invoices or bills that need consistent coding
- Recurring invoices or statements that drive Xero entries
- Documents where amounts need to be allocated across accounts or tracking
See JournalFlow in action
Want to see JournalFlow working first?
See three proven Xero automation examples using recurring business reports.
See the proven examplesStart with a real example
Have a document you enter into Xero again and again?
Send Swift a recent example and, if you have it, the Xero entry you create from it today. That is enough to start assessing the fit.