Tidy Rook

Tidy Rook helps small bookkeeping practices prepare a monthly document request list — the list of supporting documents clients need to supply to back up recorded transactions. It connects to Xero in read-only mode and scans approved or paid purchase bills and spend money transactions for a chosen month to identify those lacking an attachment. Once potential gaps are surfaced, the practitioner reviews each one and decides whether it genuinely warrants a client request. Items can be marked as externally held, set aside as known recurring exceptions, or flagged for further investigation.

Only after that review is complete can a request list be exported — as plain text or CSV — for the practitioner to share with the client through whatever channel they prefer. Nothing is sent automatically. The mandatory human review step between identifying gaps and contacting the client means practitioners can vouch for every item they send out.

Tidy Rook is built for small bookkeeping practices that run their client work through Xero. It is in limited US release at time of writing, supporting US practices with US-based Xero clients only. Current infrastructure capacity supports a maximum of ten practices in total, making availability genuinely limited rather than a marketing phrase.

It is designed for practices that already have a document storage system in place — whether native to Xero, Dext, or any other solution — and simply want to eliminate the manual, from-scratch rebuilding of a monthly request list. Xero's own document workflow or Dext's tooling may be sufficient for practices already well served by those products; Tidy Rook targets the narrower gap of reviewed list preparation.

There is no AI component; Tidy Rook is a traditional rules-based tool that surfaces transaction attachment status through the Xero API. Setup is a light self-service process — practitioners create a practice account, connect a Xero organization, and begin their first monthly review workspace.

The website provides a live interactive sample using invented records that requires no account or financial data, allowing a prospective user to experience the review workflow before signing up. The launch plan costs $29 USD per month and covers one practice account with up to five connected Xero organizations, each capped at 1,000 purchase bills and spend money transactions per month. A 14-day free trial of one Xero organization is available without a credit card; the trial does not convert automatically into a paid subscription. The product is developed and owned by Capiri Ltd. and is independent of Xero. Support is available via email at hello@tidyrook.com, and the product can be explored at https://tidyrook.com/?ref=ledger_brief.

Tidy Rook does not examine every bank statement line or perform account reconciliation; the scope is intentionally narrow, covering only approved or paid purchase bills and spend money transactions. It does not migrate documents, make bookkeeping or tax decisions, or claim that a missing attachment equals a missing receipt.

The tool is limited to US practices with US-based Xero clients only, and total capacity is capped at ten practices. Practices already well served by Xero's native document workflow or Dext's tooling may find no gap for it to fill. Because nothing is sent automatically and every export requires a completed review, practitioners who want fully automated client-chasing will find the deliberate friction a poor fit rather than a feature.