For UpVueDesigned by Secondhuman

What it does

Reads every new PDF in the client's drive with Gemini, checks the fields against the client's Xero records and files it under FY / month / type.

Reads The client's forwarding inbox and Drive folder, the PDF, Xero contacts, bills, account codes, lock dates, the client's GST setting

Writes A document row with fields and confidence; 8 checks; duplicate and not-an-invoice flags; the file filed by month

How it helps

• Replaces the capture subscription: the same fields, from the same folder, at Gemini cost
• Duplicates and quotations set aside before anyone opens them
• Checks against the client's own Xero records, which a capture tool cannot see

What we connect

• One forwarding address per client (docs+client@upvuecpa.com) with a sender allow-list; a Google shared drive, one folder per client
• Gemini API key (Google Cloud project owned by UpVue)
• Xero read access per client organisation

Writes nothing to Xero. Every document waits for the accountant on the Draft entries screen.

What it does

Matches each bank line to an invoice, bill, payout or bank rule, and says why.

Reads Bank statement lines (CSV, PDF or Xero feed), open invoices and bills, bank rules, past matches

Writes A suggestion per line with reasons and a confidence; two candidates when the amount repeats; an unmatched list

How it helps

• Exact matches confirmed in one batch
• Repeated amounts shown side by side instead of searched for
• Unmatched money listed on the day, with a draft query to the client

What we connect

• The statement file in Drive, or the Xero bank feed
• Xero read access to invoices, bills and bank rules

Suggests, never applies. The accountant confirms, picks between candidates, or leaves a line unmatched.

What it does

Turns each confirmed match into the Xero transaction it implies, builds the period's reconciliation statement, and posts the batch the accountant approves.

Reads Confirmed matches, Xero accounts and tax rates, the client's bank rules

Writes Draft bill payments, invoice payments, spend and receive money; the reconciliation statement; on approval, the Xero records or the import CSV

How it helps

• The accountant reads a drafted entry, not a blank form
• The statement closes to the cent or shows which lines are the difference
• API or CSV, same screen, per client

What we connect

• Xero write scope for bills, payments and bank transactions, per organisation, switched on by UpVue
• Or nothing: the CSV route needs no write access

Nothing reaches Xero until the accountant approves the batch. Held lines stay out of the batch.

What it does

Reads what was posted to Xero and the bank balances every morning, keeps the margin and cash-flow view current, and flags anything that looks wrong.

Reads Posted entries, bank balances, open invoices and bills, the last 12 months of Xero, the client's own history

Writes Anomalies with the reason and the action; eight health measures with a trend; the charts; the P&L, cash flow and F5 draft

How it helps

• The CFO view a S$5,000-a-month virtual CFO would give, for every client, every morning: margin, cash, what to act on
• A changed payee account or a transposed total is caught before the money moves
• Spend spikes, late payers and concentration risk surface the day they start

What we connect

• Xero read access (already in place)
• The bank balances (already in place)

Flags and drafts only. It changes nothing in Xero and sends nothing to the client; the accountant decides what to act on.

What it does

Watches every client's renewal and filing dates, sends the renewal emails 30 days ahead, and hands the account executive the day's follow-ups.

Reads Client records, fees, renewal dates, replies, what the other agents are waiting on

Writes Renewal emails, the follow-up list, a note on each client

How it helps

• No renewal slips; the fee is in the email
• The account executive starts the day with a list, not a search
• Fee per hour per client, so pricing follows the numbers

What we connect

• UpVue's Gmail or Microsoft 365 for the renewal emails
• The client list with fees and anniversaries

Sends the standard renewal email only. Anything else is a suggestion the account executive sends or drops.

What it does

Keeps the house in order overnight: files what the day left in Inbox, renames, de-duplicates, keeps every count true, and chases what is missing.

Reads Every client's Inbox, yesterday's decisions, the client records, the Xero connections

Writes Files moved to FY / month / type and renamed supplier-number; duplicates merged; counters recomputed; reminders sent; a note of everything it did

How it helps

• The accountant opens a tidy drive every morning, not yesterday's leftovers
• A missing statement is chased on the 10th without anyone noticing it was missing
• Every count on every screen is right, because one agent recomputes them nightly

What we connect

• Nothing new: the same Drive, Xero and email access the other agents use
• A reminder template per client for missing statements and receipts

Moves and renames only. It never posts to Xero, never deletes a file, and every action is listed under Since you were away for a person to undo.