Finnex AI

Finnex AI is an AI accounting assistant for work in Excel and a browser. It is built around invoice processing, financial reports, and natural-language queries on Xero data, with the stated aim of handling repetitive accounting tasks.

Its invoice tools accept PDF or image invoices and extract details for draft bills in Xero, matching contacts and suggesting accounts. It also supports bulk invoice processing from CSV or Excel files, where it parses entries, matches suppliers to Xero contacts, suggests account codes and tax types, and presents editable draft forms before creating them in Xero. On the reporting side, it generates Trial Balance, Profit and Loss, General Ledger, Aged Payables, and Aged Receivables reports, and writes those reports directly into Excel. The product also handles natural-language questions about accounting data, with outputs that include revenue analysis, overdue invoices, expense breakdowns, and AI-generated charts.

Finnex AI includes direct Xero workflow actions from chat, including creating invoices, bills, credit notes, purchase orders, quotes, and recording payments. The product description says that Xero data stays in sync, and the setup flow states that users connect a Xero organisation, then ask AI questions or upload a document to receive analysis, charts, and reports in Excel. The page also highlights revenue trend analysis and overdue invoice aging as specific report types written to the spreadsheet.

The site says Finnex AI is powered by Claude AI and is recognized by Xero as a top new and noteworthy app in the Xero App Store for 2026. It offers a free trial with no credit card required, and the page includes an install option for an Excel add-in. The entry point calls it an AI-powered accounting assistant, and the page repeatedly frames it as a tool for accountants and bookkeepers.