Xero keeps your books perfectly. But it doesn't chase invoices, explain your cash flow position, or tell you what to do next. LoopSuite adds the action layer that turns your Xero data into consistent follow-up.
The problem
Xero shows which invoices are overdue on the dashboard, but it won't reliably follow them up. LoopSuite reads your Xero aged receivables and drafts a polite chase email for each late payer — you read it and approve before a single message goes out.
Xero's short-term cash flow view is there if you open it, but you're on a job, not at the desk. LoopSuite reads your Xero balances, upcoming bills and expected payments and drafts a plain-English summary of where you stand — sent to you, nothing changed in your books.
When work comes in by email or phone, the Xero invoice or contact often gets raised days later. LoopSuite drafts the invoice or contact from what you tell it, matched to your Xero details, and holds it for your approval before it's created.
How it works
LoopSuite pulls the overdue list from Xero, drafts a chase for each — first a gentle nudge, firmer for repeat late payers — with the amount, invoice number and due date filled in. You approve each one, or all at once, before any email sends.
It reads your bank balance, unpaid invoices and upcoming bills from Xero and drafts a short summary: what's owed to you, what you owe, and what's likely to land this week. It's a draft to you — it never edits or reconciles anything in Xero.
Tell LoopSuite who the customer is and what the job was — it drafts the Xero invoice with line items, contact and tax code prefilled. Nothing is created in Xero until you approve it, so your books stay clean.
Questions
No. LoopSuite reads your Xero data and drafts actions — chases, summaries, invoices — but nothing is created, sent or edited in Xero without your explicit approval. Reconciliation and your books stay entirely in your hands.
No. LoopSuite works alongside Xero — you keep doing your books there exactly as now. It just adds the chasing and cash flow follow-up on top, from one chat, so there's no migration and nothing new to log into.
It drafts every chase for you, and you can approve them in one go or review them individually. It won't send a chase you haven't seen — you stay in control of the tone and timing for each customer.
Get started
Tell LoopSuite which tools you use and what feels messy. It shows where it can help — before you connect anything.
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