TidyBooks collects, codes, and syncs every client's receipts to Xero. Your team recovers hours every week. Your client fees turn straight into margin.
Beta testers get free access and a founder-led onboarding call where we set up your first client with you.
Syncs with your clients' accounting software
Your team came in expecting another day of data entry. They got to advise clients instead. Here's how the day moves when the typing stops.
Overnight, every client's receipts were collected from email, cloud drive, and WhatsApp, extracted, and coded. Your team opens the review queue with nine items to green-light, not nine hundred to type up.
Create the client org, invite them, connect their Xero, and connect their inbox. From there, TidyBooks fetches new receipts in real time and codes them against their chart of accounts. No client to-do list, no setup spreadsheets, no ramp-up.
Instead of typing supplier names, your senior is on the phone walking a tradie through last quarter's GST. That hour came from here.
Confident extractions are already synced to each client's Xero. The dashboard shows who's caught up, who needs a nudge, and what's left in review. Your team logs off on time, instead of catching up on the data entry they couldn't fit during the day.
Beta practices hit this rhythm by week three, once the historical backlog clears.
TidyBooks handles the data entry. Your team handles everything that actually matters: the judgment, the risk, the relationship.
Your team confirms. Every extraction stays editable until you say it's right. You also set which clients auto-sync to Xero and which need manual sign-off.
Every receipt, every format. Supplier, amount, GST, and a chart-of-accounts code, ready for your team to confirm.
Your clients aren't paying you for data entry. They're paying for the judgment that comes after. Knowing what's deductible, what to file, when to push back.
No deductibility calls, no return signing, no client conversations. TidyBooks doesn't touch any of that.
Time recovered gets reinvested into the work that justifies your fee, and into the team that helps you grow.
Receipts collected, extracted, categorised, and synced to each client's Xero. Your team reviews, not retypes.
Invite each client to log in and connect their Gmail, Outlook, any IMAP mailbox, Google Drive, OneDrive, Dropbox, or WhatsApp. From then on, TidyBooks fetches their receipts in real time. Clients can also send receipts via WhatsApp or upload manually if they prefer. You can bulk upload or pull from your own cloud drives to add client data on their behalf.
TidyBooks detects receipts, invoices, statements, CSV files, PDFs, images, and scans across every connected source. It pulls out supplier names, line items, tax amounts, currency, and dates. Set rules to override the default logic whenever you need to.
TidyBooks assigns the right account from each client's chart of accounts and creates the expense or bill. It learns from how your team has categorised similar items before, and you can set rules to lock in your preferred behaviour. No manual coding for repeated work.
Confident extractions sync to each client's Xero in real time (QuickBooks coming soon). Anything that needs a second look lands in a review queue for your team to approve first. Add rules to auto-approve patterns you trust, or switch sync to manual if you'd rather review everything yourself.
By the way: One client = one license. Their whole team can use TidyBooks at no extra cost.
Most bookkeeping tools work only when invoices are perfectly formatted and vendor names exactly match accounting records. TidyBooks is designed for the way invoices actually arrive.
Abbreviated names, parent entities, foreign currencies, photos in Slack. Our AI reads the invoice the way a junior would, then matches it to the right Xero vendor.
Every match is logged, reversible, and tagged with the source so your team can audit any decision in one click.
Reduces manual cleanup work, instead of creating more of it.
Other receipt tools stop after capture. Your team still chases attachments, fixes FX, and reconciles inside the ledger.
One workflow that ends with reconciled, signed-off entries inside Xero. Your team stops at review, not data entry.
Real-time fetching. From inboxes, drives, and WhatsApp. No forwarding address for your clients to remember, no client to-do list.
Semantic AI rules. Learns from corrections. "Delivery" matches your "shipping" rule, and "AMZN MKTP" still gets recognised as Amazon.
Bank-matched FX and surcharges. TidyBooks holds the doc until the bank line lands, then uses the actual rate paid. Card-terminal slips merge with their parent invoice.
Missing-receipt detection. Bank reconciliation pinpoints every transaction that's missing a receipt and exports a chase-ready list. No more stitching spreadsheets together at quarter-end.
Per-client pricing. Unlimited team seats. Free portals for your clients.
Most tools stop after extraction. Your team still chases attachments, splits surcharges by hand, and reconciles inside the ledger.
Forward-only ingest. Every invoice has to be manually forwarded to a unique address. Nothing arrives automatically from inboxes or drives.
Exact-match supplier rules. Renames, abbreviations, and bank descriptors break categorisation.
Matching deferred to Xero. Static FX rates. Surcharges and bank lag become rework inside the ledger.
Manual receipt chases. Email threads, status spreadsheets, all-nighters at BAS quarter-end.
Per-practice and per-client pricing. Often per-seat on top, so adding a junior costs you twice.
Connected a new client's Gmail and TidyBooks pulled out two years of receipts on its own, including a few overseas subscriptions the client had completely forgotten about. We walk into the engagement already knowing what's there, instead of chasing them to forward things in batches.
"We trialed TidyBooks on a handful of clients to start. So far I haven't had to ask any of them to forward a receipt. Everything's just landing in the app on its own and most of the bank matching is done before I open the file."
"Forex used to mean lining up the bank statement against every overseas receipt by hand. TidyBooks works out the actual charge from the statement, and if the payment slip is in the same upload it pulls the surcharge across too. We just review and sign off."
We dropped per-seat pricing for accounting and bookkeeping practices. Your dashboard, client management, and team collaboration are free. Clients pay for their own subscriptions, and when they sign up through your invite link, you earn a recurring commission and they get 20% off their first 3 months.
Payouts via LemonSqueezy. Cut on the 1st and 15th of each month after a 30-day hold. Just a publisher or content creator? See our Affiliate Program.
TidyBooks is designed to automate bookkeeping without compromising privacy or control.
Unlike tools that scan everything indiscriminately, TidyBooks gives users granular control over exactly what gets processed by AI.
Filters run before extraction, not after. Anything outside the rules never reaches our processing layer.
Businesses that prefer to keep mailboxes private can still automate bookkeeping through any combination of these:
Every source is evaluated against your filter ruleset before anything is read by AI. Non-matching items are skipped at the edge.
Built for professionals who carry client data home in their heads. Read the rules, not the marketing.
Permissions are kept to the minimum we need, and we only ask for write access when you opt into a feature that needs it. Filter by sender, folder, or document type so unrelated items never enter TidyBooks. Disconnect any source any time and we stop accessing it immediately.
TidyBooks syncs its own bills and expenses to Xero, with a TidyBooks note attached to each one so we can tell our entries apart from yours. Anything your team or your client posted directly stays exactly as you left it.
No payment scopes, no bank-feed authority, no payroll access. Even if our system were compromised, the worst it could do is stop syncing.
Book a 20 minute call with our team. We'll walk you through the practice dashboard, pricing, and how to onboard your clients.