Find every missing receipt in Xero

Chivvy reads each client's Xero and lists the spend transactions with no receipt, the bills with no invoice and the bank statements you're owed. You approve the list before anyone is asked.
X Business Current · spend
  • 3 OctShell£48.50No receipt
  • 2 OctHMRC VAT£2,140.00Receipt attached
  • 28 SeptAmazon Marketplace£62.99No receipt
  • 26 SeptScrewfix£136.20Receipt attached
  • 20 SeptTravis Perkins£412.80No receipt

What it looks for

Spend money transactions with no attachment: the card and bank payments to suppliers that have nothing to show for them in Xero.

Supplier bills with no attachment, entered in Xero without the supplier's invoice.

Bank statements, monthly or quarterly, for each bank account you choose, if you turn them on for a client.

Only what's worth asking for

You set a minimum amount for each client, so nobody is asked about small change. Transfers between accounts and payments to HMRC are left out.

When you first connect a client, Chivvy looks back over recent months, so you start with a full picture rather than a trickle.

Nothing goes out until you say so

Everything it finds waits for you on the To approve page. Untick anything you don't want to ask about and approve the rest in one go.

Chivvy reads Xero throughout the day and again just before a chase goes out, so nobody is asked for something that's already there.

To approve

  • Travis Perkins

    Receipt · 20 Sept

    £412.80

  • Shell

    Receipt · 3 Oct

    £48.50

  • Lantern Signs

    Bill · LS-0912 · 12 Sept

    £540.00

  • Amazon Marketplace

    Receipt · 28 Sept

    £62.99

  • Business Current statement

    1 Jul to 30 Sept

4 of 5 selectedApprove 4 for chasing

Questions

All questions

Which transactions does it ask about?

Spend money transactions with no attachment and supplier bills with no attachment, over the minimum amount you set for each client. When you first connect a client it looks back over recent months. Transfers between accounts and payments to HMRC are left out. It also asks for bank statements each month or quarter, per bank account, if you want it to.

Does it check Xero again before it emails?

Yes. Chivvy reads each client's Xero throughout the day, and checks again just before a chase goes out, so nobody is asked for a receipt that's already been attached.

What does it change in Xero?

Only attachments. Chivvy reads transactions, bills and bank accounts, and the one thing it writes is the file your client sent, attached to the spend transaction, bill or bank account it belongs to. It doesn't reconcile, code or edit anything.

More of what Chivvy does

Chase from your addressEmails from your practice's address, on the rhythm you choose.Read more →Client upload pageOpens on their phone. No login, one tap per item.Read more →Checked and attached in XeroAmount, date and supplier checked, then filed for you.Read more →Claude and ChatGPTAsk who owes what, and approve, in plain English.Read more →How it all fits togetherThe five steps from a missing receipt to attached in Xero, and the one that needs you.See how it works →

Stop chasing receipts by hand

Founding practices lock in a pre-launch price of £40 a month. The offer closes soon, and it takes one call to set up.

Become a founding practiceBook a 20-minute call