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AI & Automation

Missing Items Bot

1 MonthWeb App + Bot
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About this project

Pharmacy accounting teams working with Xero were stuck in a frustrating loop—manually extracting uncoded bank statement lines, cleaning them up, and then transferring everything into Google Sheets for review. After that, client comments had to be copied back into Xero for reconciliation. It was repetitive, error-prone, and especially painful when managing multiple pharmacy organizations at scale. To solve this, we built an automated accounting workflow tool that bridges the gap between Xero and Google Sheets. The system automatically scrapes uncoded bank statement lines from Xero across multiple pharmacy organizations and exports them into structured Google Sheets for client review. Clients can then add comments directly in the spreadsheet, and those updates are synced back into Xero’s reconciliation screen—eliminating the need for manual copy-paste between platforms. To ensure reliability and transparency, a real-time web dashboard gives full control over the automation bot, including live log streaming and MFA handling for secure authentication flows. The result is a tightly connected, automated reconciliation pipeline that reduces manual effort, improves accuracy, and significantly speeds up accounting workflows.

Tech Stack
Node.jsNext.jsReactPuppeteerSocket.ioGoogle Sheets APITailwind CSSDocker
Project Info
ClientJustine
Timeline1 Month
CategoryAI & Automation
TypeWeb App + Bot
Key Capabilities
  • Automated Xero data scraping
  • Bidirectional Google Sheets sync
  • Multi-organization processing
  • MFA/2FA handling with alerts
  • Session persistence for efficiency
  • Real-time dashboard with logs
  • Run history tracking
  • Dual bot modes (Extract & Sync)
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