FileAI 101
fileAI is proud to announce its newly minted Featured App status on the Xero App Store across all geographies worldwide. Since day one, fileAI was designed in collaboration with accountants, bookkeepers and finance teams, built towards a seamless integration with Xero that provides users with a wealth of powerful and sophisticated Xero-specific features at their fingertips. As such, its recent appointment as a Featured App is testament to the value that bluesheets’ plug-and-play solution brings to Xero users everywhere.
Xero, with its user-friendly interface and comprehensive capabilities has proven to be a game-changer for accountants and bookkeepers. By connecting their Xero accounts to fileAI, users can now utilize the power of automation with just two clicks, saving them time and costs, and empowering them to grow their businesses, gather real-time data, and drive exponential business growth. To kickstart your automation journey, here is a sampling of Xero-specific fileAI features that can help you supercharge your Xero experience:
With fileAI’s automated exports, Xero users can effortlessly map individual line items to specific account codes, tracking categories, tax rates, and Xero inventory item codes. This is further automated with the auto-syncing of your existing transaction in Xero. The level of precision, ease, efficiency and accuracy driven by fileAI’s proprietary intelligent document processing (IDP) technology is virtually unattainable through manual data entry. thus ensures your financial data is categorized and exported accurately and efficiently directly into your Xero ledger.
fileAI also offers market-leading flexibility in document export options. Xero users can choose to export documents as a single header value, multiple line items, or even split them into multiple bills or sales invoices. This distinct adaptability caters to various business needs, allowing you to intricately customize your financial documents according to your needs and preferences. fileAI automates bank statement processing by extracting transactions from bank statements so you can easily upload them into Xero.
fileAI allows users to automatically generate a rounding error adjustment. This feature is extremely valuable in instances where users find a variance between how a supplier calculates tax amounts and Xero's default methods of calculation. With this, fileAI ensures that users’ financial records are consistently accurate and error-free.
Managing inventory lists in Xero is also more efficient with fileAI. Users can easily set up notifications to stay informed with regard to new items purchased that have yet to be added to the corresponding Xero inventory list, ensuring that inventory records are always up to date.
What’s more? We also have an expenses module for your team to upload their expense claims and receipts. This snap and submit experience allows your employees to submit their claims on the go, and finance teams can automate all claim reports into Xero.
Incorporating fileAI into your Xero workflow hence not only saves time but also enhances the accuracy and reliability of your financial data. With its distinctly versatile and flexible features, fileAI caters to the specific and unique needs of your business, enabling you to make informed financial decisions with confidence.
The Featured App status on the Xero App Store highlights fileAI' commitment to providing exceptional value to Xero users. Whether you're a small business owner or managing a large enterprise, fileAI is poised to simplify your accounting processes and enhance your overall Xero experience. Schedule a demo and get started with fileAI today.
To learn more about fileAI, click here to schedule a demo with one of our AI automation specialists now.
fileAI is a leading provider of AI automation solutions that leverage artificial intelligence to process any file end-to-end directly into any system without manual intervention. With a commitment to innovation and customer success, fileAI enables organizations across various sectors to unlock manpower stuck doing low-value tasks for higher value work.
