Financial Due Diligence Prep for Bookkeepers with Xero
The Problem
Quality-of-earnings work for Small Business Bookkeeping targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Xero
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. 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.