OCM Finance · Xero assistant scoping
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5-minute questionnaire · for Anna Maria

Tell us how you actually work with bills & suppliers in Xero

We're building a Xero assistant you can just talk to — "show me unpaid bills for Acme", "enter this supplier invoice", "attach the PDF". Before we build, we want to build only what you'll really use. Rate each thing below. There are no wrong answers, and skipping is a valid answer — it tells us what to leave out.

Takes ~5 minRate, tick, add a note
Nothing is saved onlineYou'll copy your answers at the end
Honest > generous"Don't need" is genuinely useful
Must-have — I'd use this often Nice-to-have — occasionally Don't need — I'll use Xero directly
That's everything. Hit Generate my answers below, then copy & send back to Galinos.
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