E-commerce accounting

AI Agent for Shopify + Xero

Automate order-to-invoice, refund processing, and revenue reconciliation between Shopify and Xero.

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Automated workflows

Order-to-Invoice

Create Xero invoice with correct line items, tax treatment, and customer details

Trigger: Shopify order completed Action: Generate Xero invoice from Shopify order data

Refund-to-Credit

Create corresponding credit note in Xero with refund reason

Trigger: Shopify refund processed Action: Issue Xero credit note linked to original invoice

Revenue Report

Reconcile Shopify sales against Xero entries for month-end close

Trigger: Scheduled monthly Action: Generate reconciliation report with discrepancy flags

Automatic Invoicing

Shopify orders create Xero invoices with correct line items, quantities, and UAE VAT treatment.

Refund Processing

Shopify refunds automatically generate Xero credit notes linked to original invoices.

Revenue Reconciliation

Monthly reconciliation between Shopify sales and Xero entries - catch discrepancies early.

VAT Compliance

Correct UAE VAT coding applied to every transaction based on product type and customer location.

Customer Sync

Shopify customer data synced to Xero contacts - consistent records across commerce and accounting.

Financial Dashboards

Track gross revenue, refund rates, and profitability from synced Shopify + Xero data.

FAQ

Does it handle Shopify multi-currency?

Yes. Orders in different currencies are recorded in Xero with exchange rate handling for UAE AED accounting.

Can it handle Shopify variants?

Yes. Product variants are itemized correctly on Xero invoices with individual line items.

Does it work with Shopify POS?

Yes. Both online Shopify orders and Shopify POS transactions are synced to Xero.

Automate e-commerce accounting

Connect Shopify + Xero with AI.

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