Automate document processing into Xero
Automate exporting data from your documents into Xero by integrating the Affinda Platform with your Xero account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Xero
Invoices
Seamlessly extract invoice data straight into Xero to create draft bills, map account codes, route approvals to match your existing workflow and more.
Purchase orders and quotes
Eliminate manual data entry by leveraging the data parsed from your customer purchase orders and signed quotes to automate the creation of accurate invoices and quotes in Xero.
Expense receipts
Generate expense claim transactions easily by automating receipt data extraction and line item mapping to improve reimbursement compliance and speed.
Supplier Quotes
Control costs before approval by converting PDF supplier quotes into Xero purchase orders with clean line items, pricing and variance checks.
How to automate document processing into Xero
Affinda processes your documents in the background and sends data straight into Xero.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive them.AI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in Xero
Affinda sends extracted data straight to Xero, automatically populating corresponding data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Xero?
Yes. Affinda integrates directly with Xero to automate how you import data into Xero from invoices, receipts, purchase orders, bank statements and expense claims. The platform extracts and validates your document data, then syncs it automatically into your Xero account. This means you can process financial documents faster, eliminate manual entry errors and keep your accounting records accurate - all through a seamless, automated workflow that connects document processing to Xero.
How does the Affinda-Xero integration work?
Affinda's intelligent document processing reads any document from any source (email, upload or API) and instantly extracts structured data such as supplier names, dates, line items and totals.
Once validated, this data is automatically pushed to Xero as draft or approved bills, invoices or quotes, ready for further processing.
You can also configure custom rules, such as auto-approval for trusted suppliers or routing exceptions for manual review.
What types of documents can Affinda process and send to Xero?
Affinda can extract data from any document type, including:
- Invoices and purchase orders
- Receipts and expense claims
- Credit notes and supplier statements
- Payment confirmations and remittance advices
It supports both digital and scanned documents, using advanced OCR and AI-powered parsing to achieve over 99% accuracy.
Do I need to manually upload files to Xero?
No. With Affinda, uploads can be fully automated via our APIs. To get your documents to Affinda, you can choose from three options:
- Drag and drop documents into your Affinda workspace
- Manually forward documents via email or set up auto-forwarding
- Connect your document source via API or third-party cloud storage
Once ingested, data is automatically extracted, validated and sent directly to Xero - ready for approval or reconciliation.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation logic before any data reaches Xero.
For example, you can set rules to:
- Flag duplicate invoices
- Check that totals match purchase order values
- Validate supplier ABNs or tax calculations
These checks ensure your data in Xero is clean, compliant and audit-ready.
Can Affinda handle bulk invoice uploads for Xero?
Yes. Affinda's document processing integrations are built for scale. Whether you process ten invoices a week or ten thousand a day, Affinda's platform supports bulk uploads and straight-through automation.
This makes it ideal for accounting teams, bookkeepers and enterprise finance departments handling large volumes of supplier documents.
How fast can I get started with the Xero integration?
You can be up and running in under an hour. Affinda's customizable Xero integration allows you to:
- Authenticate securely via Xero OAuth
- Map your document fields to Xero entities (like bills, suppliers or accounts)
- Start processing documents immediately
For enterprise users, Affinda also offers a sandbox environment and API access for deeper integration or customization.
Is my financial data secure when using Affinda with Xero?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Xero?
By integrating Affinda with Xero, you can:
- Eliminate manual data entry and reduce human error
- Accelerate approvals and month-end close
- Improve accuracy and compliance with built-in validation rules
- Create an end-to-end, touchless accounts payable workflow
- Gain full visibility over document status and data quality