Catch unmatched transactions the same day they happen and cut your month-end close time by 2 hours every month.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
Every day, n8n pulls unsettled transactions from Xero and checks each one against your open invoices. Any transaction that doesn't match an invoice triggers a Slack message to your bookkeeper with the amount, date, and merchant name. Your team catches gaps in real time instead of finding them at month-end.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set n8n on a daily schedule trigger at 6 AM to pull new bank transactions from Xero via the Bank Transactions endpoint.
Step 2: For each transaction, query Xero's Invoices endpoint to check for a matching amount and contact.
Step 3: Filter for transactions with no invoice match and format a summary message listing each unmatched item.
Step 4: Post the summary to your Slack #bookkeeping channel, tagging the responsible team member.
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