Xero-first workflow
HelpMyBooks is built to complement Xero rather than replace the accounting ledger.
Xero reconciliation software
A Xero reconciliation workflow for the transactions that still need a client explanation.
HelpMyBooks sits alongside Xero to help bookkeepers handle the part of reconciliation a bank feed cannot solve by itself: collecting the client context, receipt and explanation needed to review an unclear transaction properly.
The problem
Xero can hold the transaction. The missing business context still has to come from the client.
Merchant names and bank descriptions are often not enough to determine the purpose of a purchase. HelpMyBooks gives Xero-based practices a structured way to send the right question, collect the answer and return the response to the bookkeeper’s review workflow instead of relying on scattered follow-up messages.
What HelpMyBooks changes
Client context before coding
Collect the explanation and supporting receipt before a bookkeeper confirms the final treatment.
Review-ready information
Keep the transaction, client response, receipt and AI suggestion together in one review queue.
Reduced repeat chasing
Automated email follow-up and remembered merchant patterns can reduce repetitive clarification work over time.
How the workflow works
Connect Xero
Authorise the bookkeeping organisation through the available Xero OAuth integration.
Bring in context
Use available Xero data and transaction details to identify items that need clarification.
Ask the client
Send a secure link with a simple question and collect the response and receipt.
Review before push-back
The bookkeeper checks the response and prepared coding before anything is pushed back or finalised.
Designed for bookkeepers who already work in Xero
The goal is not to replace the ledger or change the bookkeeping practice’s core accounting platform. HelpMyBooks focuses on the communication gap around unclear transactions so the bookkeeper can return to Xero with better information and fewer loose ends.
Frequently asked questions
Does HelpMyBooks replace Xero?
No. HelpMyBooks is a complementary workflow for transaction clarification, client responses and review. Xero remains the accounting platform.
Can HelpMyBooks connect to Xero?
Yes. Xero OAuth integration is available in the current product, with supporting account data and reviewed coding workflows built around that connection.
Does HelpMyBooks automatically push every AI suggestion into Xero?
No. The workflow is designed around bookkeeper review before final coding or push-back.
What if a transaction is already clear?
The product is most valuable for ambiguous transactions and missing client context. Clear items do not need unnecessary client questions.