how it works

inbox → books,
in five quiet steps.

no forms, no csv imports, no 'processing hub'. flo works where your invoices already are — your inbox — and puts them where they belong: xero.

01

connect gmail and xero

two oauth clicks and flo is on the job. gmail access is read-only — she can look, never touch.

  • read-only gmail scope, revocable any time
  • connect more than one inbox
  • xero connects once — flo handles tokens from there
02

flo watches your inbox

she scans on a schedule (and on demand) for anything that looks like an invoice — attachments, linked docs, even plain email receipts.

  • pdf attachments, download links, email-body receipts
  • photos and pdfs dropped into chat work too
  • "scan now" whenever you don't feel like waiting
03

she reads and codes each one

vendor, dates, totals, tax — extracted and mapped against your xero chart of accounts, with a confidence score on every field.

  • coded to your real chart of accounts
  • remembers vendor → account pairings you teach her
  • foreign currency converted to your base, noted on the bill
04

sure things get filed. oddities wait.

high-confidence invoices go straight into xero. duplicates, new vendors and anything fuzzy land in the review queue instead — flo asks, she never guesses.

  • duplicate check against your recent bills
  • review queue with confidence scores and the original doc
  • a push notification when something needs you
the review queue — pending invoices with confidence scores and approve buttons
05

you approve from anywhere

approve in chat or the queue — from your laptop or the app on your phone. flo files it, attaches the trail, and goes quiet again.

  • approve, skip, or "never file this vendor"
  • reconcile helpers for paid-twice and unmatched bills
  • flo reports back in chat when scans and filings land
chatting with flo — an approval card inside the conversation

everything flo does, at a glance

multiple inboxes
all your addresses, one flo
pdf & photo upload
snap a receipt, drop it in chat
chart-of-accounts coding
your codes, not generic ones
duplicate detection
vendor + amount + date fuzzy match
foreign currency
converted and noted automatically
review queue
everything uncertain in one place
chat with flo
ask about spend, vendors, whatever
push notifications
a nudge only when she needs you
reconcile helpers
paid-twice and unmatched, sorted
scan on demand
don’t feel like waiting? scan now
audit trail
the original doc, one click away
vendor memory
teach her once, she remembers

wondering about the data side? here's exactly what flo can and can't touch →

see it on your own inbox.

the demo is nice, but flo's better with your real invoices. free for 14 days.

start free →