Winston · Bank matching Coming soon
Bank lines matched before you start work.
Winston will match new bank lines in Xero each morning and ask you about the ones he can't place.
Winston
What Winston will do
Bank matching, handled
Morning matching
Overnight transactions are matched to invoices, bills and your usual rules.
Learns your patterns
Regular payments are recognised and coded the way you code them.
Asks, doesn't guess
Anything unclear comes to you on WhatsApp with his best suggestion.
How it will work
Through the same WhatsApp chat as Barbara
Connect Xero
Winston works from the bank feeds already in Xero.
He matches each morning
Clear matches are prepared for you to confirm.
You answer the odd ones
A quick reply on WhatsApp settles the rest.
Connects to
Xero bank feedsWorks through Barbara on WhatsApp