Fast record-keeping with Xero’s Smart Document capture
Want an easy digital way to zip through your bookkeeping? Xero lets you automatically extract data from your receipts and documents. Then, when you need the financial record, you’ll quickly find it in Xero’s cloud-based software. Simple!
How Xero’s Smart Document capture simplifies your admin
Xero gives you a quick workflow for recording your financial documents and updating your records.
Capture data wherever you are
Use your phone to snap a receipt or forward it to your Xero email, from anywhere. Sort admin on the spot!
Create accurate financial records
When typing can mean errors, Xero scans your documents and prepopulates your records.
Keep your documents in the cloud
After you review and publish a record, store it online in Xero so you can access it whenever you need to.
Match transactions the smart way
Forget duplicates. Xero cross-references your extracted data with your bank records, then highlights matches.
Capture documents – your way
Xero’s data capture software helps you record your documents the way that suits you best. How about snapping a receipt on your device? Or forwarding a supplier’s bill to your Xero email? However you do it, handle your record-keeping without the stress.
- Use the Xero Accounting app to photograph a physical receipt – Xero records the key details for you
- Double-check and approve the info before Xero creates a financial record
- Quickly capture your invoices, bills, and other paperwork in one easy digital workflow
Record the right amounts every time
Xero’s advanced AI technology reads your receipts, invoices, and rental statements before the data flows straight into your Xero organisation, ready for your ATO reporting. No typing or spreadsheets – just a slick, accurate way to handle your admin.
- Let the Xero Accounting app extract your scanned documents in under 30 seconds
- See your original document next to the Xero data-entry screen so you can double-check the info
- Attach the original pic or file to the digital record for your ATO compliance
Match your transactions the smartest way
Want to save heaps of time? Once the data is extracted and uploaded to your Xero organisation, Xero automatically cross-references it with your existing bank records. Xero then highlights matches for you to review – just tap to post, and your digital trail is complete!
- A Xero pop-up suggests a potential match, just accept or reject it
- Xero lets you know if you mistakenly upload a document twice, so you avoid duplicate records
- Update your financial admin while staying in control of the process
Store your documents online and get organised
Xero’s accounting software and online file management work together, so you keep all your records in one central place. Find that business expense or bill when you’re away from your desk. And share documents online with your team so they can always get on with a job.
- Store your files digitally – no more lost or damaged paper records
- Easily search for and filter documents in Xero’s user-friendly software
- Access your Xero records wherever you have an internet connection and stay productive on the move
FAQs on Xero’s Smart Document feature
No you don’t. The Xero smart document capture feature is available to customers on all Xero small business pricing plans. You can automatically capture the data of your receipts and other business documents, store them in Xero’s cloud-based software, and manage them as part of your wider bookkeeping processes.
No you don’t. The Xero smart document capture feature is available to customers on all Xero small business pricing plans. You can automatically capture the data of your receipts and other business documents, store them in Xero’s cloud-based software, and manage them as part of your wider bookkeeping processes.
Certainly! Photograph a paper receipt with the Xero Accounting app on your phone or tablet – Xero captures the amount, date, and other details automatically. You can also send documents to your Xero email address, or drag and drop files over the web.
Certainly! Photograph a paper receipt with the Xero Accounting app on your phone or tablet – Xero captures the amount, date, and other details automatically. You can also send documents to your Xero email address, or drag and drop files over the web.
You can capture your business receipts, invoices, bills, and rental statements. Xero’s online file storage supports a range of file types – including image formats like JPG and PNG, Word documents, and PDFs. This lets you work with different suppliers and customers – for example, you can process emailed bills, paper invoices, and physical receipts in one system.
You can capture your business receipts, invoices, bills, and rental statements. Xero’s online file storage supports a range of file types – including image formats like JPG and PNG, Word documents, and PDFs. This lets you work with different suppliers and customers – for example, you can process emailed bills, paper invoices, and physical receipts in one system.
Xero gives you an efficient, secure way to turn physical documents – and emails with PDFs – into accessible digital records. Everything is organised together in one central place, ready for you when it’s time for your tax reporting or another financial admin job.
Xero gives you an efficient, secure way to turn physical documents – and emails with PDFs – into accessible digital records. Everything is organised together in one central place, ready for you when it’s time for your tax reporting or another financial admin job.
Very! The Xero smart document capture feature uses clever AI technology that is highly accurate when documents are visually clear – receipts aren’t damaged, for instance – and in standard document formats. You can easily double-check all the captured details before you generate your financial records, so you’re in full control of the process.
Very! The Xero smart document capture feature uses clever AI technology that is highly accurate when documents are visually clear – receipts aren’t damaged, for instance – and in standard document formats. You can easily double-check all the captured details before you generate your financial records, so you’re in full control of the process.
Small business accounting tips and guides
There’s no short cut to building a thriving business. But get the basics right, and you’ll be well on your way to success.
- Guide
How to start your own business in Australia
Starting a business takes the right legal structure and financial footing. Download our guide for key insights.
- Chaptered guide
Business development plan: how to write one for growth
Are you ready to drop the hammer and take your business to the next level? Let’s look at how to grow.
- Chaptered guide
Small business bookkeeping: basics, setup and software
Bookkeeping includes everything from basic data entry to tax prep. Let’s look at the core jobs and see how they’re done.
See how Xero works for your business
Sort files online, monitor your cash flow, and add apps for extra functionality. Xero has features to fit your business type and industry.
Grow your business with app integrations
Get even more out of Xero accounting software by integrating apps with Xero to do more in one place.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
Plans to suit your business
Grow
for the first 3 months
Then $78 per month
Go beyond the basics - automate tasks and access performance dashboards.
- Send invoices and quotes
- Accept online invoice payments^
- Automate bill entry and track bills
- Auto-reconcile bank transactions (Beta)
- Track GST and lodge BAS
- Capture bills and receipts with Hubdoc
- View real-time reports
- Automate superannuation
- Payroll for 2 people
- 60 day cashflow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 1 user
Comprehensive
for the first 3 months
Then $107 per month
Optimise profitability - tailor your insights for greater control.
- Send invoices and quotes
- Accept online invoice payments^
- Automate bill entry and track bills
- Auto-reconcile bank transactions (Beta)
- Track GST and lodge BAS
- Capture bills and receipts with Hubdoc
- View real-time reports
- Automate superannuation
- Payroll for 5 people
- 90 day cashflow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 5 users
- Use multiple currencies
- Tailored financial health scorecards
for the first 3 months
Then $143 per month
Future proof your scaling business - with advanced tools and analytics.
- Send invoices and quotes
- Accept online invoice payments^
- Automate bill entry and track bills
- Auto-reconcile bank transactions (Beta)
- Track GST and lodge BAS
- Capture bills and receipts with Hubdoc
- View real-time reports
- Automate superannuation
- Payroll for 10 people
- 180 day cashflow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 10 users
- Use multiple currencies
- Tailored financial health scorecards
- Analyse KPIs and ratios
- Track projects for 10 users
- Benchmark against the industry
