Finance & Accounting

Invoice disputes, remittance matching, and client updates - out of your inbox in 30 seconds

Inboxtive reads every client email, reasons over it across Xero, your CRM, and your policies - then executes. Invoices matched, remittances reconciled, chasers sent. In under 30 seconds.

Works with Xero QuickBooks HubSpot Salesforce Gmail / Outlook
Finance automation at a glance
100+
Emails handled/day
<30s
Resolution time
80%
Auto-resolved
45m
Saved per email
Invoice status & overdue queries
Remittance matching & reconciliation
New supplier onboarding
Late fee disputes & corrections
Expense claim processing
45m
Avg. manual time per query
<30s
Inboxtive response time
0
Manual Xero lookups needed
100%
Audit trail on every action
Playbook - 3 live examples

See exactly how Inboxtive
handles your finance emails.

Real finance emails. Real Inboxtive responses. Each handled automatically - Xero updated, reply sent, CRM logged.

1
Client Disputes Late Fee on Invoice
Xero lookupContract checkInvoice reissue
READ. REASON. EXECUTE.
Xero invoice INV-5512 retrieved
Contract grace period verified
Original invoice voided in Xero
Corrected invoice INV-5512-R created
CRM activity logged
2
Remittance Advice - Payment Matching
Xero reconciliationMulti-invoice matchAuto-confirmation
READ. REASON. EXECUTE.
All 3 invoices matched in Xero
Payment total verified ($22,400)
Invoices marked paid in Xero
Receipt confirmation sent
CRM contact updated
3
New Supplier Onboarding Request
Xero contact createDocument captureApproval routing
READ. REASON. EXECUTE.
ABN & bank details extracted via OCR
Xero contact record drafted
Approval task created for Finance Manager
Reference SUPP-2026-0088 issued
Documents stored in document management
Integrations

Connects to the tools
your finance team already uses.

No migration. Inboxtive connects to your existing accounting stack and orchestrates actions across it automatically.

Xero / QuickBooks

Accounting firms run every client invoice, payment, and reconciliation here - when someone emails about a missing invoice or remittance, this is the first system your team opens.

Inboxtive: Invoice lookup, creation, voiding, remittance matching, and payment marking - without manual ledger searches.

Salesforce / HubSpot

Practices track client relationships, engagement history, and service tiers here - so partners know who they are replying to before drafting a response.

Inboxtive: Client lookup, interaction logging, and account tier verification on every inbound email.

Gmail / Outlook

Most client communication still arrives by email - tax queries, payment chasers, and document requests all land in shared mailboxes your team monitors daily.

Inboxtive: Full inbox monitoring, smart draft mode, and auto-send for trusted, policy-approved workflows.

Document Management

Clients email receipts, invoices, and ABN certificates as attachments - staff manually extract data and file documents against the right client every day.

Inboxtive: OCR on receipts, invoices, and ABN docs - data extracted and routed to the correct client file automatically.

Free Finance Playbook

Get all 5 finance & accounting automation workflows.

Full use cases with sample emails, Xero logic, and automation flows - ready to deploy.

Inboxtive Finance Playbook
  • Invoice dispute & late fee handling
  • Remittance matching & reconciliation
  • New supplier onboarding automation
  • Aged debt & sensitive relationship management
  • Expense claim processing with approval routing

No spam. We'll also send you a short intro on how Inboxtive works.

Your Playbook is on its way!
Check your inbox - the Finance Playbook PDF is on its way. Book a demo to see it live.
Book Custom Demo →
Frequently Asked Questions

Quick answers about Inboxtive.

Most teams are connected and processing real emails within 48 hours, with implementation handled alongside your team.

No. Inboxtive works on top of your existing systems, orchestrating actions and keeping records updated in the tools you already use.

It handles high-volume operational emails such as requests, updates, exceptions, escalations, and follow-ups across connected systems.

Yes. Smart Draft mode lets your team approve every response, while Full Automation mode can run trusted workflows automatically.

Every action is tracked with an audit trail, including the context used, decisions made, and updates written back to your systems.

See Inboxtive handle your finance emails - LIVE

Book a custom demo and we'll walk through your Xero workflows, your client email types, and your accounts receivable process.

No migration · No rebuilding workflows · Live within 48 hours