Make the books agree with the work.
Reconciliation, invoicing and filing carried across Xero and the systems beside it. Every mismatch keeps its owner.
Airwallex, Xero, WooCommerce, Google Workspace and ZohoConnected on the Savwinch buildSavwinch, marine products, Melbourne.
What the agent touches, and what it never touches.
We have not published a back office client figure.
It can
- Read the ledger
- Match a payment to an invoice
- Prepare a draft invoice
- File the source document
It never
- Post a payment
- Change a chart of accounts
- Approve its own match
- Act without a named owner
A reconciled month, in order.
Day one
Payments, invoices and source documents arrive from the connected systems and are read into one comparison rather than four inboxes.
Through the month
Routine matches progress under the rules you agreed. Everything else is set aside with its source records still attached.
Week four
The set-aside items are prepared as exceptions, each carrying the rule it failed and the person it belongs to.
Month end
The close starts from a ledger that already agrees with the work, and what is still open is a short list rather than a search.
About back office agents.
- Does this replace an accountant or bookkeeper?
- No. It carries repeatable operational work and prepares exceptions so qualified people can make the decisions that need them.
- How are reconciliations checked?
- Each match keeps its source records and rule. Mismatches remain visible and do not silently pass.
- Where does our financial data sit, and who can see it?
- We have not published a data residency statement, so we will not claim one here. What is put in writing before an audit begins is which systems an agent reaches, the access it holds in each and who at your firm approves that access.
Bring one process to a call.
Direct with Chris. No deck required. If there is no useful fit, we will say so.