Ledger Reconstruction for Investigations for Bookkeepers with Xero
The Problem
Small Business Bookkeeping forensic engagements start with incomplete books, missing backup, and thousands of transactions to reclassify by hand before any analysis can run.
What We Build in Xero
AI ingests bank feeds, statements, and QuickBooks Online data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. 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.