Automated Bookkeeping for Xero — From Email to Clean Books
Effortlessly manage expenses, bills, and get audit-ready books with AI-powered email automation and deep Xero integration.
Seamlessly Integrates with Your Business Tools
What Our Clients Say After Switching to AI Bookkeeping
“Since partnering with Nifty AI in May 2023, bookkeeping has become headache-free. Their deep Xero expertise, timely reports, and lightning-fast communication have made our finances smooth, clear, and stress-free”
Fran Myatt
Mary Myatt Learning
“Since partnering with Nifty AI in May 2023, bookkeeping has become headache-free. Their deep Xero expertise, timely reports, and lightning-fast communication have made our finances smooth, clear, and stress-free”
Fran Myatt
Mary Myatt Learning
Why Business Owners Love Nifty AI
Seamless automation that saves time and keeps your books clean
Automated Email Capture
Connect all your business emails for real-time and historical document retrieval.
Intelligent Data Extraction
AI extracts key details, and you define custom rules for perfect categorization.
Effortless Xero Reconciliation
Our unique matching dashboard streamlines monthly reconciliation.
Expense & Bill Management
Easily manage all your Accounts Payable (bills) directly within your Xero workflow.
Historical Book Cleanup
Get years of past expenses organized and reconciled instantly for tax or audits.
Peace of Mind
Get accurate, audit-ready books with less effort and less stress and freeing up time.
Still Doing Xero Bookkeeping Manually?
Xero
Nifty AI
- Manually tag each one based on type and account
- Nifty AI auto-categorizes with 90%+ accuracy
- Match transactions line-by-line
- Auto-reconciles based on real-time sync
- Open emails/PDFs and review details by hand
- AI scans and verifies directly from your inbox
- Manually input every expense, description, and attachment
- Pulls data from receipts/emails and logs automatically
- Type and send replies individually
- Live AI assistant responds for you, 24/7
Categorizing Transactions
Xero
Manually tag each one based on type and account
Nifty AI
Nifty AI auto-categorizes with 90%+ accuracy
Reconciling Bank Statements
Xero
Match transactions line-by-line
Nifty AI
Auto-reconciles based on real-time sync
Invoice & Receipt Verification
Xero
Open emails/PDFs and review details by hand
Nifty AI
AI scans and verifies directly from your inbox
Logging Expenses
Xero
Manually input every expense, description, and attachment
Nifty AI
Pulls data from receipts/emails and logs automatically
Replying to Clients
Xero
Type and send replies individually
Nifty AI
Live AI assistant responds for you, 24/7
Worried About Fully AI-Driven Bookkeeping?
Our AI handles the heavy lifting — but real experts review your books to ensure accuracy, so you never have to worry about mistakes or lost data.
Human Review for Accuracy
Every transaction, category, and financial detail is double-checked by our bookkeeping experts to ensure your books are complete, compliant, and ready for anything—without relying on AI alone.
You Own Your Data
Your financial records are yours, always. Export or access them whenever you want, without limitations, lock-ins, or hidden fees. Total control stays in your hands.
Strict Privacy & Security
Your financial data stays safe with us. We use top-level security and human oversight to ensure your information is never misused, shared, or compromised, ever.
Stable & Reliable Partner
We’re here for the long run. No surprise shutdowns, no hidden changes, just consistent, professional support when you need it most. Think of us as your bookkeeping safety net.
Four Steps to Financial Clarity
Our seamless process takes you from cluttered inboxes to perfectly reconciled books.
Connect & Auto-Scan
Securely connect your Gmail or Outlook. Our system scans new emails in real-time and can perform a “Retroactive Sweep” for Past data.
AI Extracts & Learns
AI processes documents, extracting key data. You can set custom rules (e.g., “Uber” to “Travel”) to automate future categorization.
Match & Reconcile
Our two-panel dashboard pairs Xero transactions with your documents. Create “Spend Money” or draft “Bills” with one click.
Gain Insights
Approved documents are published to Xero. View simple reports on spending by category and vendor to stay organized.
A Full-Cycle Bookkeeping Solution
Go beyond data capture with a powerful suite of tools designed for deep Xero integration and control
Email-First Automation
Real-time monitoring, multi-account support, and powerful retroactive analysis for historical cleanup.
AI Document Intelligence
High-accuracy OCR, multi-currency support, confidence scoring, and user-defined categorization rules.
Xero Deep Integration
Create "Spend Money" transactions, attach source documents, and manage the full Accounts Payable (Bill) workflow.
Intuitive Reconciliation Dashboard
A user-centric design for effortlessly pairing bank feed transactions with processed documents.
Team & Approval Workflows
Role-based access control and configurable approval processes to streamline team expense management.
Reporting & Analytics
Access simple spending summaries and category analysis charts to understand your finances at a glance.
See how much time
and money you could save today
Nifty AI scans your emails, extracts receipts and invoices, and organizes them — no more inbox hunting or tracking expenses.
Time Savings
Hours you would spend
Nifty AI processing time
Time saved 53 hours
Financial Impact
Gross monthly savings $1329
Nifty AI monthly cost -$32
Net monthly savings $1297
Net yearly savings $1297
Return on Investment 4054%
Frequently Asked Questions
Which accounting software can your AI bookkeeping integrate with?
Our AI seamlessly integrates with popular platforms like QuickBooks, Xero, and Sage, plus many others. We’re always expanding to fit your workflow.
How do you keep my financial data secure?
We follow strict bank-level security protocols — including end-to-end encryption, multi-layer authentication, and secure cloud storage. Your data is never shared, sold, or used for training any third-party AI models. You stay in full control, always.
What if the AI makes a mistake? How can I correct errors?
Our AI results are always double-checked by expert bookkeepers. But if something slips through, you can flag it — and our team will fix it promptly. You’ll always have a human you can talk to, not just an automated system.
Can I export or migrate my data anytime?
Yes. Your financial records are 100% yours. You can access, export, or migrate your data anytime — with no lock-ins, no hidden fees, and no restrictions.
How fast can I get started with the AI bookkeeping service?
You can get started within 24 hours. Just connect your email and Xero account, and we’ll begin pulling data automatically. Our team helps you set up everything for a smooth transition.
Ready to Automate Your Bookkeeping?
Stop wasting hours on manual data entry. Let Nifty AI handle the details so you can focus on growing your business.