📒 Automation recipes for bookkeepers & small offices

Cut receipt chasing and manual data entry for yourself or your clients.

Receipts & expenses

Snap receipts with Dext and publish them to Xero as bills

Receipts and supplier invoices are captured in Dext and published to Xero Purchases with the status you choose.

Dext · Xero · 30 min

Receipts & expenses

Auto-publish Dext costs and sales to FreeAgent

Costs publish to FreeAgent as Bills or Out-of-pocket Expenses, and sales as Invoices, automatically once they're Ready.

Dext · FreeAgent · 20 min

Reporting

Get a weekly list of Xero invoices in Google Sheets with n8n

A scheduled n8n workflow pulls invoices from Xero and appends them to a Google Sheet for a quick review.

Xero · n8n · Google Workspace · 45–60 min

Bookkeeping

Set up a Monzo, Starling or Tide bank feed into a client's Xero

Transactions arrive in Xero automatically from the client's bank, ready to reconcile.

Monzo Business · Starling Bank · Tide · Xero · 15 min

Bookkeeping

Publish Dext receipts and bills to QuickBooks Online

Dext extracts the details and publishes them to QuickBooks as bills or paid expenses.

Dext · QuickBooks Online · 30 min

Getting paid

Email a client a heads-up when a QuickBooks invoice is due soon

A few days before an invoice is due, a friendly heads-up goes out (or is drafted for you to check).

QuickBooks Online · Zapier · Google Workspace · Microsoft 365 · 25 min

One automation a week, for UK small businesses

A tested recipe for your trade, in plain English.

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