Patricia works your Xero.
Ask her in Slack. She reads the P&L, chases the overdue invoices, and drafts the new ones, but nothing that touches money sends without your yes.
@Pati how did the month land, and who still owes us?
June net profit was $19,700 on $64,000 revenue. Two invoices need a nudge:
- Fernbrook: $3,900 invoice, 28 days overdue
- Northwind: $2,400 invoice, due in 5 days, on track
- Cash on hand is $41,200 across both accounts. Want me to draft a reminder for Fernbrook? It waits for your yes before it goes.
Draft the reminder, and pull me the P&L for the partners.
Reminder is drafted and holding for your yes before it sends. Here is June's profit and loss, income and expenses broken out by account.
Patricia + Xero
What she does in Xero.
Real actions she takes on your say-so, not a list of API endpoints.
Read the books like a bookkeeper
Profit and loss, balance sheet, trial balance, and cash position pulled on demand and answered in the channel, so you know where the month stands without opening Xero.
Chase overdue invoices
Aged receivables surfaced in Slack, which client owes what and for how long, so nothing slips past 30 days unnoticed and unpaid.
Draft invoices and quotes
She builds the sales invoice or quote from the contact and the amount, ready for your review. It sends only after you approve, never on her own.
Keep contacts and bills current
New customers and suppliers added, details kept accurate, and bills and purchase orders read, so your payables and receivables reflect who you actually work with.
Answer the money questions on the spot
What a client has paid, what a supplier is owed, how this month compares to last, pulled from the ledger without a finance back-and-forth.
Keep money-moving locked behind approval
Sending an invoice, recording a payment against a bank account, or posting a manual journal is drafted and shown to you first. Nothing that moves money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
How did we close last month on profit and loss?
Which client invoices are overdue, and by how many days?
Draft a sales invoice for Fernbrook's June retainer for me to review before it sends
What's our cash position across both bank accounts right now?
Pull the P&L for the partners with income and expenses by account
Better together
Xero is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Xero, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Xero
One OAuth click reaches the organisation you name. She gets only the access you approve, and you can disconnect her anytime.
Xero connected
Ask
Mention @Pati with the question. Reads and reports happen on their own; anything that moves money waits for your yes.
@Pati How did we close last month on profit and loss?
On it.
FAQ
Xero questions, answered.
What can Patricia actually do in Xero?
She reads profit and loss, balance sheet, trial balance, contacts, bills, and bank transactions, and drafts sales invoices and quotes. Reads and reports are instant; sending an invoice or recording a payment waits for approval.
Will she send an invoice or record a payment on her own?
No. Sending an invoice, recording a payment against a bank account, or posting a manual journal is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the books and chasing receivables run on their own.
Which Xero plan do we need?
Any Xero organisation works. She connects through Xero's official OAuth flow, the same way other approved apps do, and only sees the organisation you connect.
We keep a separate organisation per client. Does that stay separate?
Yes. She works only the organisations you connect, so one client's contacts, invoices, and reports never show up in another client's numbers.
What does the Xero integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.