1099 & Contractor Reporting for Bookkeepers with Xero
The Problem
January 31 1099 deadlines catch every Small Business Bookkeeping firm off-guard — W-9s are missing, vendor records are inconsistent, and e-file rejections cascade.
What We Build in Xero
AI identifies 1099-eligible vendors from QuickBooks Online, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
Xero Integration Approach
Audit your Xero configuration
We map the specific Xero objects, custom fields, and workflows the automation needs to touch for your small business bookkeeping practice.
Build on the Xero API or agent
Integration happens inside Xero — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Xero with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Xero instance
30-minute call. We'll look at your actual Xero setup and show exactly how this workflow fits.