Invochi

Tracking since May 9, 2026.

Changelog

• Jun 1, 2026
  description

  EZ Xero Helper brings your Xero accounting data directly into your browser as a pinned side panel — always one click away, 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
  Search any Xero contact by name or email in under a second. See their full profile including:
  • Total receivables (A/R) and payables (A/P) with overdue alerts
  • Full invoice and bill history — status, amount, due dates, attachments
  • Contact details, phone, address, website — edit inline
  • Contact persons — view, add and edit without leaving the panel
  • Notes from Xero history — read, add, and browse
  • A–Z letter slider for quick browsing (active letters highlighted)
  • 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's card:
  • Pre-populated contact — 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 dropdown loaded 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
  Upload files to invoices and bills without opening Xero:
  • Three 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
  • All statuses included: Draft, Submitted, Authorised, Paid — only Voided excluded
  • Search by invoice number, contact name, or amount
  
  ✉️ GMAIL CONTACT ENRICHMENT
  Open any email in Gmail and automatically read the sender's details:
  • Captures name, email, phone, address, and VAT numbers from email signatures
  • Matches to your Xero contact automatically
  • Shows exactly which fields would change before you commit
  • Select only the fields you want to update — push 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 see the selected company's records
  
  ──────────────────────────────────────
  SECURITY & PRIVACY
  ──────────────────────────────────────
  
  • All Xero data is fetched directly from Xero's API to your browser — we never store your accounting data on our servers
  • OAuth 2.0 PKCE flow — no client secrets, no intermediary server
  • Xero tokens stored locally in your browser only
  • Sign in with Google or email (magic link) — authentication via Supabase
  
  ──────────────────────────────────────
  FREE & PRO PLANS
  ──────────────────────────────────────
  
  Free: 10 contact lookups / 3 uploads / 5 enrichments per day
  Pro ($9/month): Unlimited everything + priority support
  
  New users get a 7-day Pro trial automatically — no credit card required.
  
  ──────────────────────────────────────
  REQUIREMENTS
  ──────────────────────────────────────
  
  • A Xero account (any plan)
  • Chrome or Chromium-based browser (Edge, Brave, Arc, etc.)
  • Gmail (optional — for enrichment feature only)

  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!

• Jun 1, 2026
  short_description

  Instant Xero contact lookup, attachment upload, and contact enrichment from Gmail.

  Xero contact lookup, invoice creation, smart uploads & Gmail enrichment — in a browser side panel, always one click away.

• Jun 1, 2026
  name

  EZ Xero Helper

  Invochi

Permissions & access

Permissions

sidePanelstorageidentityidentity.emailtabsscripting

Host access

https://api.xero.com/*, https://identity.xero.com/*, https://login.xero.com/*, https://*.supabase.co/*, https://api.paddle.com/*, https://mail.google.com/*

Screenshots