Our integration with Xero just got better

Updated: 27 November, 2023 · 2 min read

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We made an announcement in January that you could import transactions from your ANNA account to Xero – it’s easy to set up, eliminates the manual work, and the new operations will keep appearing in your Xero further on. We’re happy to announce this integration just got even better.

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Automatic transaction reconciliation
Automatic file upload to Xero
Upload cash receipts

Automatic transaction reconciliation

Before, it was necessary to upload the .CSV file with your account statement, then manually reconcile all the business account transactions with the corresponding Xero transactions, manually choose the “who”, “what” and “why” of every transaction and then hit save. Tiresome.

Not anymore! Now when an ANNA business account transaction automatically appears in Xero, we create a corresponding Xero category, business partner and everything else. All you or your accountant have to do is hit OK.

Automatic file upload to Xero

Now, ANNA automatically uploads files like scans or photos of receipts associated with your transactions to Xero as well. This means neither you nor your accountant need to do this manual work in Xero anymore, and all the files are instantly available in Xero’s transaction view.

Upload cash receipts

As an ANNA customer, you can take photos of receipts you got for payments in cash, and upload them to Xero through the ANNA app – we add them to the separate cash feed in Xero. No need for a separate receipt-scanning app.