Digit
Bookkeeping and business advisory firm
- Size
- Not stated
- Where
- Australia
The job
The firm turned on Xero auto-reconciliation, powered by JAX, across a cross-section of client files and tested it for up to ten weeks, keeping it on for simpler clients and switching it off per account where transfers and intercompany activity caused errors.
Tool: Xero JAX
What happened
On one simple client file, 69 of 116 transactions were auto-reconciled in 30 days with no errors flagged.
A second tester auto-reconciled 26 of 39 transactions on a subscriptions based client, a 67% rate. The team found a timing problem where receipts arrive after the bank line, which forces the entry to be undone and matched by hand.
Before you believe it
This is the firm reporting its own test on its own site, and the results varied widely by client. On complex files the team had to remove and redo work every week, so the 60% rate applies to a simple, repeating transaction client only. Turn it on per bank account, not across every file.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here is a list of bank transactions for a client: [TRANSACTIONS], with the coding used for the same suppliers last month: [LAST MONTH]. Code each transaction, mark the ones you are not sure about, and list any that look like transfers between the client own accounts.
Source
Digit ↗, 31 March 2026 · self-reported
This is the firm's own account, with no independent check, so treat the numbers as its claim.
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