Automatically assign billable expenses to customers in Xero.
Remove hours of repetitive admin. Set rules once and let automation handle the rest. Never miss a billable expense again.
The Xero workflow that wastes hours every month
It takes eight clicks to assign a transaction as a billable expense:
- Open a transaction
- Edit a transaction
- Click assign expenses
- Select the expense lines you need
- Search for the client
- Click assign
- Accept the changes
- Save the transaction
Even with bank rules, Xero still doesn’t assign billable expenses to customers automatically. Hours disappear while you repeat these steps again and again.
Use SpendStream to automate client expense assignment for Xero
Spend less time clicking, more time growing. Our tool plugs directly into your Xero organisation and:
- Automatically assigns transactions to your clients based on your Xero rules.
- Works with bank rules so expenses land in Xero ready with the reconciliation process.
- Keeps your reports clean, accurate, and immediately invoicable.
- Remove at least eight clicks per billable transaction from your end of month process.
SpendStream will shave hours off your bookkeeping
Whether you’re managing multiple clients or running your own business:
- Your bookkeeping workflows become predictable and fast.
- Your profitability and project reporting becomes clear and reliable.
- Your team has time back to focus on high-value work.
Finally leave all the finicky admin behind
SpendStream will make all the end-of-month monotony go away. No more:
- Clicking into every transaction
- Building bank rules that only match accounts but don’t assign clients
- Manual project tagging at month-end
- Reconciling and then re-working expense assignments
- Losing revenue because billable costs weren’t captured
Frequently Asked Questions
SpendStream Plans
Pricing that pays for itself in your first week
Free
$0/mo
Small businesses with simple needs
Up to 5 transactions/month
Unlimited assignment rules
Priority support
Efficiency
$19/mo
Organizations with more complex billing workflows
Unlimited expenses
Unlimited assignment rules
Priority support
Ready to shrink hours of boring bookkeeping into minutes?
Get started today and watch your Xero expenses auto-assign to clients and projects like it should have all along.