Xero Receipt-to-Invoice Reconciliation

The manual work this replaces

Finance staff open each incoming payment receipt in Outlook and manually match it to the right Xero invoice, applying matter and client codes by hand.

How the automation runs

1. Xero→
2. Microsoft Outlook→
3. Stripe

This process reconciles an incoming receipt to a Xero invoice. It reads the inbound Outlook payment confirmation, extracts amount, date, and reference fields, matches the payment to the open Xero invoice for the right client, applies the firm's matter and class coding, marks the invoice paid in Xero, and reconciles against the matching Stripe payout when one exists.

What changes after Caddi

Matches incoming receipts to Xero invoices and applies the right coding without manual reconciliation.