Xero

金融

Neotask 使用 Neotask 将您的 Xero 账户转变为对话式财务工具--无需点击即可生成报告、对账和处理发票。

• 通过提问运行银行对账并标记未匹配的交易
• 按需生成资产负债表和现金流量表
• 通过自然语言命令管理联系人、发票和账单

你能做什么

银行往来调节表

询问哪些交易未对账，获取等待审核的项目计数，或按日期范围显示特定的不匹配条目 - 无需打开对账屏幕。

财务报表

请求任何期间的资产负债表、损益表或试算表。 Neotask 通过 Neotask 提取实时 Xero 数据并以可读形式对其进行汇总。

发票和账单

创建草稿发票、检查已发送发票的状态、批准账单以及查看本周到期付款 - 所有这些都通过对话进行。

联系人管理

查找联系人的未结余额、查看其付款历史记录或查找与特定组织关联的所有发票。

多币种和税收

询问外币余额，检查该期间的商品及服务税或增值税负债，并获得含税与不含税的明细，无需手动筛选。

尝试询问

• “有多少交易正在等待核对？”
• “给我看看今天的资产负债表。”
• “哪些客户发票逾期超过 14 天？”
• “为 BluePeak Ltd 制作一份 3,200 美元咨询费的发票草稿 - 30 天内到期。”
• “我本季度的商品及服务税/增值税负债是多少？”
• “列出未来 10 天内到期应付的所有账单。”
• “Meridian Partners 的未结余额是多少？”
• “给我一份截至目前的财政年度的损益表。”

专业提示

• Xero 的对账对日期敏感 - 要求“[日期]之前未对账的项目”以系统地清除积压。
• 创建联系人或发票时，请使用完整的法定姓名，以避免在 Xero 的联系人数据库中出现重复。
• 将资产负债表查询与前期比较配对：“今天的资产负债表与 90 天前的资产负债表”一目了然地显示变动。
• 使用 Neotask 从 Xero 中提取发票详细信息并在同一提示中撰写消息来起草付款提醒电子邮件。
• 对于多实体 Xero 设置，请始终指定您要查询的组织 - Neotask 将确认它正在操作哪个帐户。

Plans

Works Well With

• Cal.com - Connect Cal.com and Xero with Neotask to automate booking invoicing, sync appointment billing, and eliminate manual data...
• Canva - Connect Canva and Xero with Neotask to automate branded invoice creation. Streamline invoice design automation and deliv...
• Evernote - Connect Evernote and Xero with Neotask to automate receipt management, sync expense notes to accounting records, and str...
• Gmail - Connect Gmail and Xero with Neotask to automate invoice processing, expense tracking, and financial email workflows with...
• Google Ads - Sync Google Ads spend to Xero automatically. Automate ad cost bookkeeping, track advertising expenses, and keep your acc...
• Google Sheets - Connect Xero and Google Sheets with Neotask AI. Sync invoices, expenses, and financial data automatically. No code requi...
• HubSpot - Connect Xero and HubSpot with AI. Sync invoices, contacts, and deals automatically - no manual data entry, no errors, no...
• Jira - Connect Xero and Jira with Neotask AI. Track project costs, sync invoices to issues, and bridge accounting and developme...
• Mailchimp - Connect Xero and Mailchimp with Neotask. Sync customers to email lists, trigger campaigns from invoices, and automate ac...
• Mailgun - Connect Mailgun and Xero to automate invoice delivery, payment reminders, and financial email workflows. Set it up in mi...
• Monday.com - Connect Xero and Monday.com with Neotask AI. Track project budgets, sync invoices to boards, and bridge accounting and p...
• NetSuite - Connect NetSuite and Xero with Neotask AI. Sync invoices, bills, chart of accounts, and financial data between both plat...
• PayPal - Connect Xero and PayPal with Neotask AI. Sync transactions to your books, automate reconciliation, and keep accounting c...
• Pipedrive - Connect Pipedrive and Xero with Neotask to automate sales invoicing, sync deals to accounting, and eliminate double-entr...
• QuickBooks - Connect Xero and QuickBooks with Neotask AI. Sync invoices, reconcile accounts, and automate financial workflows between...
• Salesforce - Connect Xero and Salesforce to sync invoices, contacts, and revenue data automatically. Save hours of manual work with t...
• Shopify - Connect Xero and Shopify with Neotask AI. Sync orders to invoices, automate bookkeeping, and reconcile payments without ...
• Slack - Connect Xero and Slack to get instant invoice alerts, payment notifications, and financial summaries delivered directly ...
• Square - Connect Square and Xero with Neotask AI. Sync POS sales to your accounting, automate reconciliation, and keep your books...
• Stripe - Connect Xero and Stripe with Neotask AI. Automate invoices, reconcile payments, and sync financial data between your acc...
• WhatsApp - Connect WhatsApp and Xero with Neotask to send instant invoice notifications, overdue payment reminders, and real-time a...
• WordPress - Connect Pendo product analytics with Linear issue tracking. Neotask creates issues from user behavior data and prioritiz...
• Zoho CRM - Connect Xero and Zoho CRM with Neotask to sync invoices, contacts, deals, and financial data automatically between your ...

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