to.co for accountants and bookkeepers
Fewer supplier bills to key in, for every client.
When your clients' suppliers send invoices on to.co, they can go into the client's Xero as draft bills: supplier matched, lines coded, PDF attached. Your team reviews and approves. Nothing is approved or paid for you.
Talk to us about your practice How bills arrive
- Drafts only, for you to approve
- Free for your clients' suppliers
- One sign-in across client accounts
How a bill arrives
The supplier sends an invoice on to.co
From its own Xero, or made on to.co. The lines, tax and PDF come as the supplier sent them. Nothing is read from a scan.
The client's rules run first
Approval steps and holds: a possible duplicate, bank details changed recently, an amount outside the order.
It goes into Xero as a draft bill
Matched to the client's existing contact, coded by the rule for that supplier, with the supplier's PDF attached. If that bill is already in Xero, it stops and says so.
Automatic, once it has earned it
After three bills from a supplier go in without a hold, the client can let that supplier's bills go in without asking.
In a client's Xero
Each client connects its own Xero organization on Xero's sign-in page, and can disconnect at any time. to.co then asks Xero to revoke its access.
With the client's permission, to.co
- Reads invoices, bills, credit notes, quotes and contacts when it needs them
- Adds draft bills, supplier credits, contacts and attachments
- Uses the client's own accounts, tax rates and tracking categories
to.co never
- Approves, pays or deletes anything in Xero
- Changes bank details
- Changes a bill a person approved
- Adds a second bill when a request is tried again
Working across clients
One sign-in
Each client adds you to its to.co team. Move between client accounts without signing out.
The right role
Finance or Viewer in each client account, and only the companies you are given. Those roles come with Pro and Grow.
A record of everything
Each connection's log lists every call to.co made to Xero and what Xero said. Shares and opens are recorded too.
Bring the suppliers in
Each client can invite its suppliers from Trading partners, by email in their language. Sending is free for them, and each supplier who joins sends bills nobody has to key in.
Questions
Does the client need a paid plan?
Connecting Xero and receiving bills are free on every plan. To add you to its team, a client needs Starter or above; Finance and Viewer come with Pro and Grow.
Does it replace our capture tool?
No. It covers bills from suppliers on to.co. Keep your capture tool for paper and PDFs from everyone else.
Is there a partner program for practices?
Not yet. Tell us about your practice on the contact page.
Does to.co keep my Xero data?
It keeps the documents sent on to.co, encrypted, as they were sent. Anything else is read when needed and not kept.
Talk to us about your practice.
Talk to us about your practice
Xero is a trademark of Xero Limited. to.co is not made or endorsed by Xero.