Your Xero bank feed, reconciled and closed every month
Inkle is an accounting and tax firm for US businesses. A dedicated bookkeeper works in your Xero organization to reconcile bank feeds, code transactions and tracking categories, and close each month, so your financial statements are accurate without changing software.
Trusted by 2,000+ customers
How Inkle handles your bookkeeping in Xero
There is nothing to export, rebuild or retrain. We join your Xero organization as your adviser and continue from wherever your books stand today.
Each line is matched to an invoice, bill or payment with Find & Match, or coded to the correct account, with bank rules for recurring items.
We attach receipts to transactions and confirm anything unclear with you, rather than posting it to a suspense account.
Every bank feed is fully reconciled and checked against the statement balance.
We post month-end journals, set a lock date and send your financial statements.
What your bookkeeper does in Xero each month
JAX reconciles transactions automatically where it has high confidence. Your bookkeeper reviews those matches and reconciles the remainder, including split payments, partially paid invoices and payouts that settle several invoices at once.
Each transaction is coded to the correct account and, where you use them, the correct tracking category, so reporting by department, project or location is reliable.
We post manual journals for what bank feeds do not capture: payroll, depreciation, prepaid expenses and accruals, along with currency gains and losses if you use multi-currency.
After each close you receive your Profit and Loss, Balance Sheet and Statement of Cash Flows, with a brief note on material changes. Your bookkeeper is available to walk through them on a monthly review call.
When a transaction is unclear, we ask you directly rather than leave it unreconciled or post it to suspense.
Closed periods are protected with lock dates, and your books are ready for federal and state filings, including Form 5472 for foreign-owned US companies.
Onboarding begins with a single call
We review your Xero setup, bank feeds, tracking categories, monthly transaction volume and any backlog, then recommend a plan.
Invite Inkle as a user with the adviser role from Users in your Xero settings. You can revoke access at any time.
If earlier months are unreconciled, we bring them current first so the monthly close starts from accurate balances.
From then on, we close your books each month and deliver your financial statements.
Software and service in one place, whenever you are ready
Inkle is an accounting and tax firm for US businesses. Alongside bookkeeping, we prepare and file federal and state taxes through Inkle Tax, handle incorporation through Inkle Incorporate, and provide registered agent and mail services through Inkle Mailroom. US-licensed professionals are available by chat, phone or Zoom.
Inkle Books is our own accounting platform. It connects to your bank, card and payment accounts, categorizes transactions with AI, and provides live financials, supported by the same bookkeepers who close your month.
You are welcome to stay on QuickBooks for as long as it serves your business. If you decide to move, Inkle Books imports your full history, so nothing needs to be rebuilt.
When you also use Inkle Tax, your closed QuickBooks books pass directly to our tax team at year-end. There are no exports to prepare and no figures to reconcile between two firms.
