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🎙 Ask LRS AI
Talk or type a question about your financial records. Answers use the information currently loaded in this dashboard.
Voice input works in browsers that support speech recognition, with microphone permission. AI requires an OPENAI_API_KEY set securely in Vercel.
Xero · Local Roofing Solutions LTD
Secure, read-only Xero connection. Xero records remain separate from imported ANZ transactions; nothing is automatically imported or counted twice.
Checking Xero connection…
Your invoice dashboard will load automatically once Xero is connected.
Where the money is going
Withdrawals grouped by expense category. Review suggested categories and mark internal transfers to exclude them.
Customer payment follow-ups · Review before sending
Drafts are prepared from Xero overdue invoices. They are NOT sent, emailed, or saved to Xero. Check recent payments, credits and arrangements before contacting customers. The Xero invoice API currently returns a limited subset of records.
Connect Xero to prepare reminders.
LRS financial overview · Xero
Xero records and invoice payments, shown separately from your imported ANZ transactions. No automatic importing or double counting.
Connect Xero to load your overview.
Daily / weekly money movement
Bills due and overdue
Latest Xero bank transactions
Bank balance reconciliation · 13 Oct 2026 snapshot
Important: These figures are a historical snapshot copied from your Xero account screens, NOT live ANZ or live Xero balances. Do not use them to decide how much money is available today. Differences may reflect unreconciled items, missing transactions, or timing; they are not proof of duplicates.
| Account | ANZ statement snapshot | Xero ledger snapshot | Difference (Xero − ANZ) | Unreconciled at snapshot |
|---|---|---|---|---|
| 00 · Business Current | $850.32 | $22,150.25 | +$21,299.93 | 90 |
| 01 · Incoming Money | $3,544.84 | −$56,013.58 | −$59,558.42 | 24 |
| 02 · Maintenance | $0.13 | $1,200.00 | +$1,199.87 | 5 |
| 03 · Subcontractors | $24.23 | −$3,120.77 | −$3,145.00 | 8 |
| 04 · GST & Tax | −$1,145.68 | Not separately shown | Not calculated | Shown reconciled |
Snapshot source: Xero account pages supplied by LRS. To show current balances automatically, a verified current ANZ bank-feed balance and Xero ledger balance must both be obtained for the same time. Neither is currently available to this app's Xero integration.
Business accounts
Account labels only. Live balances are not yet connected; imported transactions are historical records, not live balances.
Bank data status
Shows the latest transaction date imported for each account. This is not a live ANZ connection or a bank balance.
Checking imported dates…
A warning appears when the newest imported transaction is more than 7 calendar days old. An account with no imports is shown separately.Import bank transactions (CSV)
Import one ANZ account at a time. Check the preview before saving. Imports are stored privately in your LRS Supabase database; duplicates are skipped.
Supported columns: Date, Description/Particulars, Amount (signed), or separate Debit and Credit columns. Dates: DD/MM/YYYY, YYYY-MM-DD or DD-MM-YYYY. Do not upload PDFs here. Verify withdrawals and deposits in the preview.
| Date | Description | Amount (NZD) |
|---|
Imported transactions
| Date | Account | Description | Amount (NZD) | Category / review |
|---|
Latest transactions
Most recent imported transactions. Select daily or weekly views; these are historical imports, not live bank feeds.
| Date | Account | Description | Amount (NZD) |
|---|
Review spending categories
Choose a category for each withdrawal in Imported transactions above. Select “Internal transfer” for movements between your own LRS accounts. Suggested categories are guesses, not verified accounting entries. ANZ “BP” often means Bill Payment, not the BP petrol brand.
Virtual savings goals
Planned allocations, not bank balances or expenses.
Coming next
Bank reconciliation, live ANZ bank balances, GST estimates and the financial AI assistant are not connected yet.