PDFBetter works with Xero through its Zapier and Make apps, with no code. Use it to move supplier invoices from inbox to Xero: PDFBetter extracts the fields with page evidence, and Zapier or Make creates the bill and can attach the PDF. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Xero
Bills from PDFs: A PDF invoice arrives → Extract Data From PDF → a draft bill in Xero with the values.
Scans made readable first: A scanned invoice → Make PDF Searchable (OCR) → Extract Data From PDF → a draft bill.
Approval summaries: A large invoice → Summarize PDF → the summary is sent to the approver.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Xero. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Xero
In the same Zap or scenario, add a Xero step and connect your Xero account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Extract Data From PDF, Make PDF Searchable (OCR), Summarize PDF.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Xero plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Xero directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Xero + PDFBetter: questions people ask
Can I control which fields are extracted?
Yes. Save an extraction schema in PDFBetter with the fields you need, or list the fields in the step itself.
Do I need Zapier or Make to connect Xero?
Yes, one of them. Both connect to Xero and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.