Problems
Get more customersConvert with videoAnswer customers 24/7Automate busyworkClose more salesRun your booksShip a website fastConnect tools to AIRun better meetingsCreate content at scale

Run your books

Workflow

Receipts to books without data entry

Workflow recipe

Receipts to books without data entry

  1. Forward or scan receipts into Paperless-ngx (or Dext) for OCR.
  2. Have an assistant with the Xero MCP Server match receipts to bank transactions.
  3. Approve the suggested matches yourself; never let an agent post unreviewed.
Open source Paperless-ngxSkill / MCP Xero MCP ServerCompany Dext

Recipes are starting points. Check each tool's docs and pricing before relying on it.

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