Pal
Xero
Pal works with Xero to handle the chasing and the prep that surrounds your books. Invoices, receipts, records and the gentle reminders that keep cash moving, all kept tidy and on time.
The jobs it picks up.
✓Chase unpaid invoices, politely and on schedule
✓Collect and file receipts and records
✓Prepare reconciliation and accountant packs
✓Flag what needs a human decision
Xero and Pal, answered.
Can it raise or send invoices itself?+
It can prepare them, and send within the limits you set. Anything financial that is irreversible waits for your approval.
Does it replace our bookkeeper?+
No. It takes the repetitive chasing and prep off them, so their time goes to the work that needs judgement.
Is access to our books secure?+
Pal connects with scoped, least-privilege access, held encrypted and rotated. It only touches what its job needs.
