Missing receipts, chased for you.
LedgerBuddy scans your clients' Xero files for reconciled purchases with no receipt attached — then politely chases your clients by SMS, email and AI phone call until the document turns up. You push one button and get on with the BAS.
Apply to join or talk to us first
1 · ScanConnects to Xero and finds every reconciled spend over the ATO's $82.50 substantiation threshold that's missing its receipt.
2 · ChaseSMS with a secure upload link, a follow-up email, then a courteous AI phone call — spaced out over the week, with quiet hours respected.
3 · DoneClients photograph the receipt on their phone; it attaches straight to the exact Xero transaction. Unresolved items queue for your review before BAS.
Built for Australian bookkeeping practices. Every message identifies your practice, discloses automation on calls, honours opt-outs instantly, and writes a full audit trail — designed around the Spam Act, the Privacy Act and BAS-agent obligations.
LedgerBuddy connects to Xero using Xero's secure OAuth consent — we only request the minimum permissions needed (bank transactions, attachments and organisation settings) and never see your Xero password.