Xero, Invoices & Cash Flow

Meet Bill: Your Bookkeeping & Cash Management Co-Worker

Bill keeps the money side of your business calm. She codes receipts into Xero, sends polite reminders for overdue invoices and gives you a clear weekly view of your cash, with every action approved by you.

See Bill in action
  • You approve everything
  • Works 24/7
  • Month-to-month, cancel anytime
Codes receipts from a WhatsApp photo straight into Xero Approved ✅
See Bill in action

Bill does the work. You tap approve.

Bill prepares everything, then messages you on WhatsApp. Nothing changes in your systems until you tap Approve, or ask for an edit in plain language. Try it on the phone.

  • Every draft passes compliance and audit checks first
  • Reply with changes, just like messaging a colleague
  • Every approval is kept in a full audit log
Core capabilities

What Bill can do for you

Keeps your Xero tidy, chases overdue invoices politely and watches your cash flow every week.

What I can do

Bookkeeping & Cash Management

  • Codes receipts from a WhatsApp photo straight into Xero
  • Sends polite reminders with a secure payment link
  • Watches cash flow and warns you about shortfalls early
  • Prepares weekly cash summaries and BAS / GST estimates
  • Keeps books tidy and ready for your accountant

Autonomous execution

Bill takes each task from first draft to final send, and only stops to get your OK.

11:00 PM08:00 AM

24/7 availability

Bill works overnight and on weekends, so it's ready before your day starts.

Bill: draft ready ✨

Approve ✅

Zero-dashboard workflow

No logins or new apps. Everything happens in your WhatsApp chat.

Works with your tools

Connected securely with sandboxed permissions.

xXeroInvoices & reconciliation
StripePayment links
GmailReminder emails
Google DriveReceipts & statements
WhatsApp Cloud APIReceipt capture & approvals
How it works

How Bill works behind the scenes

No dashboards and no prompts to learn. You talk to Bill on WhatsApp in plain language.

  1. 1 Connect XeroA secure OAuth link: Bill reads invoices and writes back what you approve.
  2. 2 Snap & forwardSend receipt photos on WhatsApp; Bill reads and codes them.
  3. 3 Overnight checksBill spots overdue invoices and drafts friendly reminders.
  4. 4 Tap to sendApprove in your briefing; Bill sends it and updates Xero.
Hand it to Bill

What you stop doing manually

  • Sorting shoeboxes of receipts at quarter end Bill handles it
  • Chasing overdue invoices by hand Bill handles it
  • Feeling awkward about asking clients for money Bill handles it
  • Guessing your cash position for next month Bill handles it
  • Scrambling to get ready for BAS / GST Bill handles it
FAQs & guardrails

Questions about Bill

No. Bill can send reminders and payment links, but cannot withdraw funds or make payments.

No. Tax summaries are bookkeeping assistance only and must be confirmed with a Registered Tax Agent.

Bill connects through Xero's official OAuth 2.0 API, and your financial data is never used to train public AI models.

No. Bill prepares estimates, but official BAS returns need sign-off from your registered tax professional.

One plan, whole team

Put Bill to work tomorrow morning.

One plan for the whole team: $397 + GST per month. Cancel anytime before renewal with 1 tap.

See what's included

Meet the rest of the team

Alex Chief AI Co-Worker Vera AI Receptionist Sophia Social Media Management Piper Pipeline & CRM Management Callie Inbox & Email Management Sean SEO & AEO Specialist Rita Reviews & Reputation Management Hunter B2B Outreach Paige Meetings & Executive Assistance Wes Blog & Content Writing Drew Graphic Design