Phoenix - Your AI AssistantXero Projects
Looking for freelance Xero jobs and project work? PeoplePerHour has you covered.
Admin Assistance & Xero Help
Experienced administrator needed to manage Xero and diverse software platforms. Responsibilities include updating jobs in an in-house portal, providing customers with timely updates, and managing accounts payable and receivable. The ideal candidate is IT literate, adapts quickly to new systems, and has strong organisational and communication skills. Experience in facilities management or trade services is highly advantageous. Attention to detail and reliable follow-through are essential. we are looking to bring someone on board on for 4 hours a week to provide assistance on an ongoing basis.
Book keeper required for quarterly XERO tenmplate updates
Bookkeeper required for quarterly Xero template updates. Client provides a Xero template with approximately 250 transactions to be uploaded and reconciled against the bank account. Following reconciliation, prepare and submit the HMRC VAT return. Routine takes about 1.5 hours. Reliable, detail-oriented experience with Xero, bank reconciliation, and VAT submissions is essential. Regular quarterly engagement; accurate, timely work and familiarity with HMRC requirements expected.
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Bookkeeper - Small Company & Personal Accounts, Close VAT
Experienced bookkeeper required to manage a small UK limited company’s accounts and personal tax returns using Xero accounting software. Work includes bookkeeping, bank reconciliations, year-end accounts, VAT deregistration and HMRC liaison. Strong UK accounting knowledge, accurate records, confidentiality and timely filings essential. Please bid with relevant experience.
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Management Accountant
I run a UK outsourced finance service for private and mixed NHS/private dental practices. I'm looking for an experienced management accountant to produce monthly management accounts and a dentist-specific KPI pack for my clients, delivered white-label under my brand. This is ongoing work, starting with one or two practices and scaling to around 10 over the next 12 months. What you'll produce each month (per practice) Management accounts from Xero: P&L, balance sheet, cash flow, and budget/prior-period variance commentary. A dental KPI overlay, combining Xero data with practice management software exports (e.g. Dentally, Software of Excellence, R4): Gross production per clinician (dentist vs hygienist) Private vs NHS revenue split and revenue per UDA Case acceptance, chair occupancy, and no-show rate New patients (numbers and source) and recall/retention rate Lab fees as % of private revenue, and materials cost per UDA/patient Staff costs as % of revenue, and NHS pension contribution accruals Revenue and margin by service line (restorative, hygiene, cosmetic, ortho, implants, oral surgery) Automatic variance flagging: any metric moving more than 10% from the practice's own average must be highlighted with a short explanation. Requirements Qualified or part-qualified (ACCA/CIMA/ACA) with a strong management accounts background Confident in Xero; experience with Excel/Google Sheets, Power BI, or Looker Studio reporting is a plus UK accounting knowledge; dental or healthcare experience is a strong advantage Able to build a repeatable template so reports are consistent across practices Willing to sign an NDA and work white-label (no client contact unless agreed) Reliable turnaround: reports delivered within 10 working days of month end To apply, please include Your monthly price per practice for the above, and whether it drops with volume A one-time setup fee if you'd charge one to build the template A sample management accounts pack or KPI dashboard (anonymised) Any dental, healthcare, or multi-site reporting experience How you'd handle pulling non-financial data (UDAs, clinician stats) alongside Xero
Expert Event Booker | Admin and Enquiry Management
Freelance Event Booking Coordinator | Administration & Enquiry Management We are a premium event staffing agency seeking an experienced, organised freelancer to manage client enquiries, prepare quotations and coordinate bookings from initial contact through to event completion. This is a hands-on role for someone who communicates professionally, follows up confidently and keeps every booking detail accurate and up to date. Key responsibilities - Respond promptly to client enquiries by email, telephone and WhatsApp. - Gather event requirements, including dates, hours, location, staffing numbers, duties and uniform requirements. - Prepare accurate quotations and invoices using approved rates and templates. - Follow up on proposals, answer questions and help convert enquiries into confirmed bookings. - Check staff availability, shortlist suitable profiles and coordinate client interviews and briefing calls. - Create and update jobs on Liveforce, ensuring staff profiles and booking details are complete. - Maintain client records, booking trackers and the sales pipeline. - Coordinate contracts, payment follow-ups, uniforms and event arrangements. - Create event WhatsApp groups, share briefs and monitor questions. - Obtain staff confirmations before each event and coordinate urgent cover when required. - Collect post-event feedback and support repeat bookings. Experience and skills required - Previous experience in event booking, staffing coordination or agency operations. - Excellent written and spoken English, with a polished client communication style. - Strong administration skills and attention to detail, particularly with dates, hours and pricing. - Confidence managing several bookings and deadlines simultaneously. - A proactive approach to sales follow-ups and resolving operational issues. - Familiarity with Liveforce, Xero, Pipedrive and Google Sheets is desirable. - Discretion when handling client information, staff details and commercial rates. Freelance working arrangements This is an ongoing freelance opportunity. You must be able to provide consistent availability during agreed working hours and respond promptly around event deadlines. Working hours, scope and fees will be agreed based on experience and availability.
Lead generator for UK construction software: £100 + commission
We have built a plataform that offers software for UK construction payment applications, built by a director of a working London M&E contractor. Subcontractors use it to prepare their monthly applications. Main contractors use it to receive, assess and certify them, and to issue payment notices on time. It works out every payment date and notice deadline from the contract's own terms, and it connects to Xero with more accounting integrations coming later this month. Main contractors invite their subcontractors onto each package, so every main contractor that joins brings its supply chain with it. It is live with its first customers, and the founder sets up every customer personally. You would be one of our first introducers, with direct access to the founder, and the customers you bring in become our first case studies. Getting started (this project, £100 fixed) Contact 20 UK main contractors that fit our profile (tier 2 and tier 3 contractors and fit-out firms, roughly 10 to 250 staff), excluding any already in our CRM. For each one: Register it in our CRM before you make contact Identify the commercial manager, commercial director or senior QS Make genuine contact by phone, email or LinkedIn, following our playbook Log the outcome and date Book 30-minute demos with the founder wherever you can; they count towards your commission. What you get Our sales playbook (phone script, objection handling, approved wording and contact rules) A login to our Sales CRM where every company you register is yours for 90 days A free payment date calculator to open conversations, and a booking page so you can book demos while you are on the call. After the starter project: commission, paid through PeoplePerHour 100% of each customer's first monthly fee, paid soon after they start paying Then 10% recurring on everything they pay for the rest of their first year Recurring commission on subcontractors that join through main contractors you introduce Demo fees for your first 3 months, plus bonuses Once trained on the product, you can run demos and close sales yourself if you prefer; the commission is the same either way. Full terms are shared with shortlisted applicants. You will need At least 2 years in B2B lead generation, appointment setting or business development, with real numbers to show for it A working knowledge of UK rules on cold calls and emails (TPS, CTPS, PECR) Confidence talking to commercial managers and QSs about valuations, applications and cash flow; construction experience is a real advantage To be UK based You will be self-employed, choose your own hours and methods within our contact rules. Upload samples and other helpful material
Past "Xero" Projects
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Document Ingestion and write back
Develop a cloud-based document management application that receives PDF documents, extracts key financial information using OCR/AI, automatically creates records within Xero Accounting, and stores the original documents in a secure repository, ideally against the matching Xero transaction
AI Bookkeeping Agent Developer (n8n, Xero, QuickBooks, OpenAI)
I run a UK accountancy practice and am looking to build an AI-powered bookkeeping workflow using n8n. The objective is not to replace bookkeepers, but to automate the majority of transaction coding while escalating uncertain items for review. The system should work with both Xero and QuickBooks and follow a client-specific "bookkeeping blueprint" which contains coding rules, VAT treatment, known suppliers and account mappings. The ideal outcome is a workflow that can automatically process a large proportion of bookkeeping transactions, ask questions when required, learn from responses and then complete the bookkeeping process. Preferred stack: n8n OpenAI and/or Claude Xero API QuickBooks API Microsoft 365 / Teams integration I am open to suggestions if there is a better architecture. Required Workflow 1. Transaction Retrieval Retrieve transactions from: Xero QuickBooks Potentially: Bank feeds Purchase invoices Sales invoices Receipts 2. Bookkeeping Blueprint The system should use a client-specific blueprint which we will provide for each client containing information such as: Chart of accounts VAT rules Known suppliers Director expense rules Payroll rules Account mappings Typical coding decisions Escalation rules 3. Transaction Classification The agent should: Categorise transactions Suggest nominal codes Suggest VAT treatment Provide a confidence score Record reasoning 4. Human Review Process When confidence is below a defined threshold: The system should generate a question and send it to a team member via: Microsoft Teams Email Other suitable option Example: "Payment of £127.50 to Amazon could relate to software, office supplies or equipment. Please confirm." 5. Wait for Response The workflow must pause and wait for a response. Once a response is received, the workflow should continue automatically. 6. Post Transactions After confirmation: Post transaction Update bookkeeping records Maintain audit trail 7. Learning Capability The system should store previous decisions so future coding improves. Examples: Supplier → account code Supplier → VAT treatment Common bookkeeping decisions User corrections I would like advice on the best approach for this. 8. Review & Exception Reporting Generate reports identifying: Uncoded transactions Duplicate transactions VAT anomalies Suspicious postings Items requiring review Important Requirements Audit trail Human-in-the-loop review Confidence scoring Scalable across multiple clients Secure handling of accounting data UK bookkeeping and VAT awareness Developer Requirements Please apply only if you have experience with: n8n AI agents or workflow automation Xero API QuickBooks API Accounting or bookkeeping workflows Bonus if you have: Worked with accountancy firms Built finance automation systems Experience with RAG/vector databases Experience with Microsoft 365 integrations Proposal Requirements Please include: Relevant examples of similar projects. Recommended architecture. Suggested tech stack. Potential risks or limitations. Estimated phase-based delivery plan. Whether you would use n8n or recommend an alternative, and why.
Xero Legacy Tidy up for Multi Currency (small) NGO
I need a qualified accountant used to working in multi location, multi currency environment, expert on Xero and ideally the NGO / non profit sector to sort out a 7 year old legacy issue with the way our projects have been recorded on Xero. This is a time bounded project requiring excellent attention to detail working with our reporting accountant (one of our trustees) and our finance manager.
I need someone to set up xero
Seeking an experienced Xero specialist to configure and optimize our accounting system. Tasks include chart of accounts setup, bank feed integration, invoice and bill templates, sales tax configuration, payroll setup where required, and migration or import of historical transactions. Provide user roles, reconcile opening balances, establish automations for recurring transactions, and deliver concise documentation and staff training. Prior Xero certification and proven implementation experience preferred.
Accounts Preparation for Accountancy Practice
We are looking to recruit an additional freelancer to our team to assist with the preparation of Company, Sole Trade and Partnership Accounts and Tax Returns to draft stages together with working paper files. We expect this work load to be approx. 10 projects per month and we are looking for a quick turnaround on the projects to ensure our practice continues to be efficient in providing accounts to our clients. We welcome proposals from candidates that can demonstrate previous relevant experience and that are available to meet via Zoom / Teams. Experience of Xero / QuickBooks / Microsoft 365 are essential. Tax Calc experience preferred by training can be provided to a suitable candidate. Immediate start.
Short-Term Bookkeeper Required – Xero & VAT
We are looking for a reliable and experienced Bookkeeper to provide short-term support for our newly established business. Responsibilities • Manage day-to-day bookkeeping using Xero • Complete regular bank reconciliations • Assist with VAT return preparation and submissions • Maintain accurate and up-to-date financial records • Handle general bookkeeping and financial administration • Ensure transactions and records are properly categorised and reconciled Requirements • Strong hands-on experience with Xero • Previous bookkeeping experience • Good knowledge and practical experience with VAT • Excellent attention to detail and accuracy • Highly organised, dependable, and able to meet deadlines • Strong communication and administrative skills How to Apply If you are interested, please send us a brief overview of your bookkeeping experience, along with your availability and rates. We are looking for someone who can work independently and provide reliable support during the short-term engagement.
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Year end accounts
Hi, Please see below:, please let me know if you can chat through I’m happy to speak over the weekend * UK limited company year-end: 31 August 2025 * Accounts held in Xero * Five-page Starling bank statement * Approximately 226 bank transactions * Approximately 11 paid sales invoices * 16 director salary transactions * One director/employee * VAT returns already submitted through Xero * Bounce Back Loan * Some director’s loan transactions may need checking * Xero review, correction and bank reconciliation * Statutory annual accounts prepared and filed with Companies House * CT600 Corporation Tax return prepared and submitted to HMRC * P60 prepared/issued for the director * Quote should include any necessary bookkeeping corrections
Bookkeeper: two Xero instances, Shopify and marketplaces, UK VAT
We are a British food manufacturer running two companies with two Xero instances & two Shopify stores and several wholesale and marketplace sales channels for each company. We need a bookkeeper to own the books across both Xero instances and keep them current enough that our Monday management meeting runs off real numbers. This is an ongoing role, not a one-off clean-up. It currently takes around half a day a week. **Ongoing scope** - Manage both Xero instances, including the chart of accounts and tracking categories - Reconcile Shopify payouts on both stores (gross sales, fees, refunds, gateway settlement) - Reconcile all bank, card and payment gateway accounts: Shopify Payments, Shopify POS, Klarna, PayPal and PayPal POS. Payouts arrive net of fees and must be posted gross, with fees and refunds separated out - Reconcile each sales channel to its own clearing account so channel revenue, commission and payouts agree - Pull purchase documents from Hubdoc, code and publish them. Where paperwork is missing, source it yourself first from supplier portals, statements and email, then send us one list of the gaps you cannot close - Maintain the purchase ledger and reconcile supplier statements - Maintain the sales ledger, produce an aged debtor report for wholesale accounts, and send statements where accounts are 7 or more days overdue - Post month-end stock and cost of sales journals (opening stock, purchases, closing stock valuation, work in progress on product still in production) - Maintain prepayments, accruals and the fixed asset register with depreciation - Post payroll journals and reconcile PAYE, NI and pension control accounts - Reconcile intercompany transactions and balances between the two entities - Maintain UK VAT compliance under MTD. Returns are monthly on the main company, quarterly on the second. We sell in the UK only, so no export or OSS work, but you will handle reverse charge on overseas marketplace commission, the zero-rated versus standard-rated split on food lines, and standard-rated course and event income - Reconcile every balance sheet control account monthly and clear the suspense account to nil - Keep Xero accurate enough that we can pull the P&L, balance sheet, cash position and margin by channel straight from Xero reports at any time - Keep a clean year-end handover file for our accountant **Volumes** Main Xero instance, per month: - Bank transactions: around 510 off-peak, 975 in November and December - Sales invoices: around 130 off-peak, 170 in November and December - Purchase bills: around 85 off-peak, 145 in November and December - This instance is new, set up in the last month Second Xero instance, per month: - Around 50 transactions to reconcile, plus quarterly VAT returns - This instance needs catching up from 1 April 2026 to date, then keeping current **Standards** - Books current to within two working days - Everything reconciled to Thursday night, ready for the Friday pay run and the Monday management meeting - 99%+ coding accuracy - Month-end close and VAT figures ready to an agreed working day each month - Automate as much as can be done without compromising quality. We have used Xero JAX and Booke AI before with disastrous consequences for accuracy - Check the AI/automation output. Every automated posting needs a human accuracy check before it lands in the accounts - Flag anything unusual as you find it rather than at month end - Holiday cover is a nice to have. If you have no cover arrangement, we need at least four weeks' notice of any holiday **What we provide** - A coding brief showing what should be posted to which account - Onboarding, access, and answers to your questions as you get up to speed **Who we are looking for** - Xero certified advisor with multi-entity experience - Strong working knowledge of UK VAT and MTD, including marketplace and reverse charge treatment - E-commerce and marketplace reconciliation experience, ideally Shopify - A bookkeeping or accounting qualification (AAT, ICB, ACCA) is welcome but not essential if your VAT and reconciliation experience is strong - We work in Google Sheets. You must be able to access and work in our live shared documents securely - You must store passwords securely and maintain the highest standards of security throughout - You must hold professional liability insurance **Fee** Please ignore the project budget shown on this listing. We are looking for an ongoing monthly quote, not a one-off project fee. Quote a monthly retainer for the ongoing bookkeeping, and tell us what it assumes in terms of transaction volume. **To apply** AI-generated responses that simply repeat back this project brief are not welcome. Please respond with a short human written message with a clear quote and a quick outline of how exactly you will use automation to speed your work up.
Freelance Accountant Required for Ad-Hoc Accounts Prep -UK Based
We are looking for an experienced UK-based freelance/subcontract accountant to provide temporary, ad-hoc support with accounts preparation for a UK accountancy practice. Please note: applicants must be based in the UK and have previous experience working within a UK accountancy practice. The work will primarily involve accounts preparation for SMEs, sole traders and partnerships, taking jobs through to review stage, including the preparation of clear and complete working papers. Experience required: * Previous UK accountancy practice experience * Strong accounts preparation experience * Able to prepare accounts independently through to review stage * Preparation of full supporting working papers * Experience with TaxCalc * Experience with Xero and QuickBooks * Good understanding of UK accounting requirements for SMEs, sole traders and partnerships * Reliable, accurate and able to work independently This is a remote, flexible and ad-hoc subcontract position, initially to provide additional capacity during busy periods. There may be potential for ongoing work for the right person. We're looking for someone who can pick up jobs with minimal supervision and deliver a clean, well-supported file ready for review. Please get in touch with details of your UK practice experience, current availability, hourly or day rate, and experience with TaxCalc, Xero and QuickBooks.
HaloPSA - Invoicing and Billing
We have all connections set up within Halo to pull in data from various systems and services, and then syncing to Xero for billing and invoicing. We are looking for someone experienced to set up some agreements and recurring billing for us please, pulling in the data and syncing it with the sources of NinjaRMM, software from Pax8, backup services and quantities from Dropsuite etc. Then initially sync them over in September to Xero, check they are all good and working. Then support us ongoing for billing and invoicing.
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Final CT600 submission management accounts prior to strike off
Assistance required to prepare final management accounts for a dormant company pending strike-off. Company ceased trading last year; post-period transactions limited to accounting fees and director dividend payments. Using Xero—records are current. Prepare concise, accurate management accounts suitable for CT600 final submission, ensuring compliance with requirements and advising whether full statutory accounts are necessary. Deliver clear, professional accounts and brief guidance on next steps for strike-off documentation.
N8N Agents
I run an accounting practice and looking at developing agents to help with 3 areas. I'm not alien to how agent works and initially looking at setting this up as there are base templates I can use to start as a base before customising but I thought I see if someone can do it so I focus on other things. 1. Email - handling my outlook inbox. Categorising, draft responses and email sent to me summarisin things to focus on, outstanding etc 2. Bookkeeping - Xero/Quickbooks - pulliing unreconciled transactions, categorising based on blueprint, attempting other transactions and sending those to team via email with questions. Once confirmed and approved, post to Xero/Quickbooks via API intergrations. 3. Lead Gen - scaping ICP, qualifying them, identify angle of approach to win business. Run periodically and send to me via email or any other recommended medium. I want to start using Hubspot so could be there.
Gmail forwarding for to Dext with Xero integration
I use Gmail, Apple Mail, Dext and Xero. I want my email automated so invoices that are already paid by Direct Debit or account are automatically forwarded to Dext and archived, while invoices requiring manual payment remain in my inbox with clear labels. I also want the workflow reviewed to minimise manual bookkeeping while ensuring no payable invoices are missed.
Xero clean up
Experience Level: Expert We have a lots of Invoices on Xero that need to be Removed/ Void Can not see a way to do it in bulk have about 1500 that need to be removed any one help?