Connect Gmail and
Xero with AI

Automate the flow between your email and accounting system. Stop manually forwarding receipts, copying invoice details, and chasing payment confirmations. Let Redbird extract financial data from emails and sync it directly into Xero.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-capture receipts and expenses from email attachments into Xero

When vendors send receipts to your Gmail, Redbird extracts the amount, date, category, and supplier details, then creates the expense or bill in Xero automatically. No more downloading PDFs and manual data entry.

Create Xero invoices from quote approval emails

When clients reply to quotes with approval, Redbird detects the confirmation, pulls line items from the original thread, and generates the invoice in Xero. Your billing workflow starts the moment you get the yes.

Email overdue invoice reminders to clients from Xero aging reports

When invoices pass due dates in Xero, Redbird sends personalized reminder emails through Gmail with invoice details, amounts, and payment links. Keeps your accounts receivable moving without manual follow-up.

Log vendor payment confirmations from Gmail into Xero bills

When payment confirmation emails arrive from suppliers, Redbird matches them to open bills in Xero and updates payment status. Your books stay current as transactions happen.

Send monthly financial summary reports via Gmail from Xero

On month-end, Redbird pulls P&L, cash position, and key metrics from Xero, formats them into readable reports, and emails them to stakeholders through Gmail. Everyone stays informed without logging into accounting software.

Archive invoice and receipt emails to match Xero transaction records

As transactions are created in Xero, Redbird finds the corresponding Gmail threads and labels or archives them with transaction references. Financial documentation stays organized and traceable.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Gmail and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both email communication patterns and accounting data structures, so it can extract financial information from unstructured messages and map it to Xero's chart of accounts.

AI that reads receipts and writes to your ledger

Redbird parses email body text, PDF attachments, and image receipts to identify amounts, dates, tax components, and supplier information. It then matches this data to your Xero account codes, tax rates, tracking categories, and contact records. The AI handles currency detection, line item extraction from tables, and reconciliation logic — understanding both the nuances of business email and the precision required for accounting entries.

Receipt OCR & parsing
Invoice data extraction
Chart of accounts mapping
Contact & supplier matching
10×

faster than downloading receipts and manually entering them into Xero

No more copy-paste between inbox and accounting screens, no manual attachment management

Auto-generated reports

Redbird can pull from Gmail and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Gmail or Xero.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Gmail into Xero, or from Xero back into Gmail. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any email event in Gmail or financial event in Xero, and perform actions across both systems.

Gmail
Triggers & Actions
Trigger

New email with attachment

Trigger when emails arrive with PDF or image attachments from specific senders or with keywords like 'receipt' or 'invoice'.

Trigger

Labeled email

Trigger when emails are tagged with specific Gmail labels like 'Expenses' or 'Vendor Invoices'.

Trigger

Email thread replied to

Trigger when clients respond to quote or invoice threads, detecting approval language or payment confirmations.

Action

Send email from Gmail

Send templated or dynamic emails through your Gmail account with invoice details, payment reminders, or financial reports.

Action

Apply label to email

Tag emails with labels based on Xero transaction status, accounting categories, or processing state.

Action

Archive or star email

Automatically archive processed financial emails or star items requiring manual review or approval.

Xero
Triggers & Actions
Trigger

Invoice created or sent

Trigger when new invoices are created in Xero or sent to customers, enabling automated follow-up workflows.

Trigger

Invoice becomes overdue

Trigger when invoice due dates pass without payment, allowing automated reminder sequences through Gmail.

Trigger

Bill awaiting approval

Trigger when bills are entered and require review, sending approval requests to the right stakeholders via email.

Action

Create bill or expense

Add bills or expense claims to Xero with extracted supplier, amount, tax, and category data from email receipts.

Action

Create or update invoice

Generate invoices in Xero with line items, due dates, and customer details pulled from email confirmations or quotes.

Action

Update transaction status

Mark invoices as paid or bills as approved based on confirmation emails or payment notifications received in Gmail.

Gmail
+
Xero

Ready to connect your stack?

Start automating between Gmail and Xero today. Stop the manual data entry and let AI handle the flow between your inbox and your books.

Get started → Book a demo