Invochi

Invochi brings your Xero accounting data directly into your browser as a pinned side panel — always one click away, no context-switching, no full Xero page loads required. Built for accountants, bookkeepers, and finance teams who live between their inbox and Xero every day. ────────────────────────────────────── FEATURES ────────────────────────────────────── 🔍 INSTANT CONTACT LOOKUP Find any Xero contact in seconds — search by name or browse A–Z with a letter slider. Each contact card shows: • Outstanding receivables (A/R) and payables (A/P) with overdue alerts • Full invoice and bill history in a tabbed view — sorted most recent first, with status, amounts, due dates, and attachment indicators • Contact details: phone, address, website, VAT/tax number — edit inline without leaving the panel • Bank account details — view and update directly • Contact persons — view, add, and edit • Xero history notes — browse, add, and read • Sort the contact list by: A–Z, Last Modified, Balance, or Overdue amount • One-click deep links to open any record directly in Xero 📝 CREATE INVOICES & BILLS IN-PANEL Raise a new invoice or bill directly from a contact card: • Contact is pre-populated — no searching again • Set date, due date, invoice number, and reference • Add multiple line items with description, quantity, unit price, account code, and tax type • Account code dropdown loaded live from your Xero Chart of Accounts • Choose to Save as Draft or Authorise immediately • Duplicate any existing invoice or bill in one click — all line items pre-filled 📎 DRAG & DROP ATTACHMENT UPLOAD Attach files to invoices and bills without ever opening Xero: • Three smart views: Unattached (needs a file), All Recent, and Recently Uploaded • Filter by invoices (A/R) or bills (A/P) • Drag a file directly onto any card to attach it instantly • Covers all active statuses: Draft, Submitted, Authorised, Paid • Search by invoice number, contact name, or amount ✉️ GMAIL CONTACT ENRICHMENT Open any email in Gmail and instantly update your Xero contact data: • Automatically reads sender name, email, phone, address, and VAT/tax numbers from email signatures • Matches to your Xero contact automatically • Shows a clear diff of exactly which fields would change before you commit • Select only the fields you want — push updates in one click • Add CC/To recipients as contact persons on the matched Xero contact 🏢 MULTI-COMPANY SUPPORT • Connected to multiple Xero organisations? Switch companies from the header in one click • Switching instantly clears cached data so you only ever see the selected company's records ────────────────────────────────────── SECURITY & PRIVACY ────────────────────────────────────── • Your Xero accounting data is fetched directly from Xero's API to your browser — we never store it on our servers • OAuth 2.0 PKCE flow for both Xero and Google — no client secrets, no intermediary server • Xero tokens stored locally in your browser only • Sign in with Google or email (6-digit OTP sent to your inbox) — no passwords stored ────────────────────────────────────── FREE & PRO PLANS ────────────────────────────────────── Free plan: 10 contact lookups / 3 uploads / 5 enrichments per day Pro plan ($9/month): Unlimited lookups, uploads & enrichments + priority support New users get a 7-day Pro trial automatically — no credit card required. ────────────────────────────────────── REQUIREMENTS ────────────────────────────────────── • A Xero account (any plan) • Chrome or any Chromium-based browser (Edge, Brave, Arc, etc.) • Gmail (optional — required only for the enrichment feature) ────────────────────────────────────── SUPPORT ────────────────────────────────────── Website: https://invochi.com Rate us on the Chrome Web Store — it helps us keep improving!