I'm the one person behind BulkOps, a Xero add-on. This is a product introduction, not a tutorial — the how-to articles are linked at the end.
Xero handles most accounting work well. A handful of jobs, though, are one-item-at-a-time by design: applying a credit note to an invoice, allocating an overpayment, downloading an attachment, archiving a tracking option. For a few items that's fine. After a migration, a returns-heavy quarter, or an audit request, the same job arrives as hundreds of items, and the interface has no bulk action for it.
BulkOps for Xero runs those jobs as one batch.
What it does
- Credit note and overpayment allocation — scans every unallocated credit note or overpayment and every open invoice, proposes matches per contact (exact amounts first, then oldest invoices first), and applies the ones you approve.
- Batch payment runs with credit notes — builds Xero batch payments that net credits against supplier bills, split into Xero's 200-line batches.
- Attachment export — every file attached to invoices, bills and credit notes in a date range, as one ZIP grouped by document number, with a manifest. Read-only.
- Tracking option archive — archive a whole category or a selected list of options in one job, including options already used on transactions.
How it behaves
- Connects through Xero's official sign-in (OAuth). No Xero password is ever seen or stored. Tokens are encrypted at rest. The exact permissions are listed in plain language before you consent: https://bulkops.microspear.app/connect
- Every change is previewed line by line before anything is written. Untick what you don't want.
- Jobs run server-side under Xero's API limits. A 1,400-item run that hits the daily limit pauses and resumes by itself; you get an email when it finishes.
- Every write job has a one-click undo and a CSV audit trail with before/after state. Exports delete themselves after 7 days.
Who it's for
Bookkeepers and finance teams on Xero who meet these jobs in volume: businesses that just migrated and have a backlog of unallocated credits, returns- or rebates-heavy trading, accountants closing several client organisations at once, and anyone asked for a year of source documents by an auditor.
Pricing
Previews are unlimited and free, and the first 25 executed items are free with no card.
- Starter — $19/month, 300 allocations a month
- Pro — $39/month, unlimited, plus batch payment runs
- Cleanup pass — $49 once, 2,000 items across up to 5 organisations for 30 days, no subscription. For the twice-a-year cleanup: https://bulkops.microspear.app/cleanup
Where to find it
- Product: https://bulkops.microspear.app
- Step-by-step guides (manual method first, tool second): https://bulkops.microspear.app/guides
- Verified listing on SaaSHub: https://www.saashub.com/bulkops-app
- Open notes on which Xero bulk features people ask for most: https://github.com/ericlimm/xero-bulk-operations
If it doesn't fit your setup, email support@microspear.app and tell me why. That's the most useful thing you can send me.
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