AI Just Took Over Bookkeeping in Xero (Full Walkthrough)

Hey everyone, welcome back! 🚀 Today, I’m showing you how AI can now categorize and reconcile your bookkeeping in Xero. This isn’t just about automation—it’s about an AI agent that applies rules, understands your Chart of Accounts, uses professional judgment, and even outputs a summary for review. If you’re a CFO, accountant, or business owner, this could save you hours every week!


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Chapters:
00:00 – Intro: AI in bookkeeping
00:13 – How AI categorizes transactions in Xero
00:29 – Setting up with Chart of Accounts & transactions
00:41 – Instructions for AI bookkeeping agent
01:43 – Running AI reconciliation in Xero
02:35 – First test transaction: Accounting subscription
03:21 – Reviewing AI feedback & correcting contacts
04:08 – Reconciling transactions automatically
04:47 – Why this is a game changer for CFOs & firms
05:14 – The future of AI bookkeeping
05:50 – Wrap-up & closing

If you’re excited about automating your bookkeeping, don’t forget to like, subscribe, and stay tuned for more business automation tools. Cheers, Andy