Trust
Invoice management that follows your lead.
You set the tone, timing and rules. InvoiceGrid is being built to carry those choices through the daily invoice work, with attention to each customer and business decisions brought back to you.
Coming soon for Australian businesses on Xero. These are the principles and controls we're building into the service.
Your approach
The care you choose, carried through the invoice work.
A regular customer may need different wording from a new account. A question about a delivery needs a different next step from a payment already on its way.
You choose how your business follows up, including tone, timing and the work that needs approval. Those instructions guide the checks, reminders and customer replies as your invoice volume grows. Contact limits still apply.
Your edits and decisions can lead to suggestions for a better fit. You review a proposed change before it becomes a standing rule. The aim is more useful preparation, shaped by your preferences.
Defined roles
AI agents prepare the work. You make business decisions.
Each agent has a defined job. The system limits what it can read, prepare and do, with checks before an action proceeds.
Checking invoice and payment records
A checking agent looks for missing, stale or conflicting information. Possible mistakes come back with the evidence for a person to review.
Drafting reminders and responses
A drafting agent uses the agreed tone and checked invoice facts. A question, dispute or sign that a customer needs help can pause routine follow-up and bring the issue to a person.
Organising the day's priorities
Agents bring together the invoice history, customer answers and suggested next step, so the person reviewing it has context rather than another unexplained alert.
Business judgement belongs with people
Changing terms, resolving a dispute or deciding to stop supply can significantly affect your business or your customer. Those choices need human judgement. InvoiceGrid prepares the context and brings the decision to an authorised person.
Routine work can run within the rules you've agreed. An agent's role does not expand because a suggestion was accepted or a reminder was sent.
Identity and delivery
Checks that help protect your business identity.
Your customers need a way to recognise who is asking them to pay. Our design checks the sending business and who may act for it, then carries that identity into the invoice page.
The invoice page gives customers business and payment details to check, with warnings when details are unverified or a known payment history shows a change. A reported fraud concern is a reason to pause and investigate.
These checks help reduce impersonation and mistaken identity. Recognising the sender is one part of checking an invoice. Customers can still raise a question about what was supplied or the amount.
We're planning further checks for patterns of impersonation and abuse, including risks that differ by industry. A reported concern still needs investigation before it can be treated as a finding.
A failed delivery needs a next step
Messages identify your business and follow the timing rules you set. If an email cannot be delivered, the design brings the failure back for attention, rather than treating it as contact with the customer.
Customer concerns reach a person
Reports about an invoice, access or payment can be reviewed with the invoice history. A customer's report that they've paid stays separate from a payment confirmed in Xero.
Data and AI
How invoice information is protected and used.
The invoice service and this website handle different information. The privacy policy explains those uses separately, including the points still being reviewed before launch.
Australian storage and AI processing
The invoice service is being built with Australian data storage and AI processing. Backup copies are kept in Australia too.
Your Xero data is not for training models
We don't use data from Xero to train or fine tune AI models. We also prohibit AI providers from using it for that purpose. Accepted preferences and account rules guide the work in your business.
Encryption, access controls and action records
The design combines encryption in storage and during transfer with restricted access and separation between business accounts. Records of sensitive actions help explain what happened and who approved it.
Human judgement and privacy obligations
We're developing the records and disclosures for software that helps people make decisions. Human review alone does not put a significant decision outside the privacy rules. Their application depends on the decision and the organisation.
Before launch
Free to use. Join us before launch.
Looking after your invoices is free. Get early access, and we'll help you set up.