xpnAi

Close the month in Xero with AI

Connect Xero to Claude or ChatGPT to investigate variances, prepare draft journals and review your numbers before you close.

Visit xpnai.co
Example month-end prompt
“Prepare a $3,000 utilities accrual for this month. Show me the proposed journal before saving it.”
Proposed accrual journal
AccountDebitCredit
Utilities expense$3,000$0
Accrued expenses$0$3,000

Approve the proposal to save it as a draft. Review and post it in Xero when you’re ready.

What xpnAi helps you do at month-end

  • Prepare close journals

    Build schedules for accruals, prepayments and deferred revenue. Review the proposed entries before saving them as drafts in Xero.

  • Explain account movements

    Compare periods, trace variances to the underlying transactions and open the source records in Xero.

  • Consolidate Xero entities

    Bring P&Ls and balance sheets from connected Xero organisations into one reporting currency and see what each entity contributes.

For budgeting, forecasting and management reporting in Excel, explore xpna’s FP&A platform.