Xero is already the most popular accounting software for Perth small businesses. But most owners use only 20% of its automation capabilities. Here’s how to turn Xero from a bookkeeping tool into an automated financial engine.
Bank feed rules are your first automation win. Xero learns from how you categorise transactions and suggests rules. Set up rules for recurring expenses — rent, subscriptions, utilities, fuel — so they’re automatically categorised correctly every time they appear. This alone saves 2-3 hours of monthly bookkeeping.
Recurring invoices for regular clients eliminate manual invoice creation. Set the amount, frequency, and recipient once — Xero generates and sends the invoice automatically each period. For Perth service businesses with retainer clients, this means invoices go out on time without anyone remembering to create them.
Payment reminder sequences chase overdue invoices automatically. Xero sends a friendly reminder at 7 days overdue, a firmer notice at 14 days, and a final notice at 30 days. You only get involved when personal intervention is needed — which is less than 10% of cases.
Connected to your CRM via Make.com, Xero becomes even more powerful. When a job is marked complete in your CRM, Make.com triggers Xero to generate the invoice automatically. No manual creation, no forgotten invoices, no delayed billing.
Perth businesses fully automating their Xero workflows save 5-10 hours per month on bookkeeping and get paid 40% faster through automated payment reminders.
Related: Connect CRM to Xero | Automate Invoicing | SimPro Automation