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.
Automate extracting and importing any of your document data into Xero
Automate data integration with 99%+ accuracy
Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.See ROI in weeks, not months
Get up and running fast with low-cost onboarding and usage-based pricing. Our AI agents learn from just a few example invoices, delivering measurable ROI within weeks.AI that instantly learns and adapts
Affinda's intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.Easy integration, zero disruption
Affinda plugs directly into your existing tech stack. No ripping out systems, no change-management headaches. Integrate it easily - with code or without.Configure, customize and maintain control
Build and manage your own intelligent document processing solution with the Affinda Platform, or leverage our team to set up and support. Maintain full control, make updates anytime without relying on us and scale effortlessly.Enterprise-grade security
Your documents contain sensitive data, and we protect it. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant, delivering enterprise-grade security, compliance and peace of mind for organizations worldwide.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