- Published on
Can ChatGPT Agent record invoice payments in Xero? Yes, and I will use it.
- Authors
- Name
- Peter Hartree
- @peterhartree
Every month, I have to check if my clients have paid last month's invoices. Can ChatGPT Agent do this for me?
I drafted this prompt, with LLM help:
**Task**
Reconcile my invoices in Xero with payments shown in my bank statement spreadsheet. Record matching payments automatically without asking me to confirm each one.
**Resources**
* Transaction history spreadsheet:
[URL REDACTED]
* Xero invoices (authorised, unpaid):
https://go.xero.com/AccountsReceivable/Search.aspx?invoiceStatus=INVOICESTATUS/AUTHORISED
**Steps**
1. Open the Xero invoices list.
2. For each invoice:
* Only process if **Status = "Sent"** AND the **invoice Date is more than 2 days ago**.
* Look up the amount and date in the bank statement spreadsheet.
* If a matching payment is found:
1. Open the invoice.
2. Click **Add payment**.
3. Enter the payment date from the bank statement.
4. Save the payment.
* Skip invoices with no matching payment.
3. Continue until all eligible invoices have been checked.
**Completion criteria**
* All eligible invoices with matching transactions are marked as paid in Xero.
* Payments are recorded directly, without pausing to request confirmation.
* No unrelated invoices are changed.
It worked! I've added this to my "Accounting and admin" project, and I'll run it every month.
The agent navigated the Xero UI quickly—roughly as fast as I'd do it. No problems with the date picker, or selecting the correct bank account.
