| Coveo customer since | 2016 |
| Industry | Cloud-based accounting software |
| Based in | New Zealand |
| Challenge | Unifying a scattered support experience to drive exponential customer growth & satisfaction |
| Method | Among other factors, making their wealth of information available to customers via self-service |
How to Increase Self‑Service Resolution by 20% in 6 Weeks
Go from simply solving customer problems to enhancing your entire CX. See how Xero uses Generative Answering to deliver a smoother, more personalized, intuitive journey – with proven ROI.
What started with a test turned quickly into rolling out to our global support platform, Xero Central, and the transformation is outstanding.
Give customers & employees secure, accurate answers. Build trust, reduce cases & speed up resolutions.
Use the power of lexical, semantic and machine learning to connect customers to the most relevant info, insights & answers.
Boost efficiency – and CSAT.
Boost efficiency – and CSAT.
Predict & prescribe what customers need with proactive models for content recommendations – lowering your cost-to-serve.
Automate content personalization for each customer’s context & intent. Boost loyalty with more relevant, personal experiences.
Discover how Generative Answering could work at your organization! Book a quick, personalized demo so you can start getting real GenAI results like Xero.
Generated answer for you
To manually import a bank statement into Xero, you can follow these steps:
1. Download your bank statement in a comma-separated value (CSV) format from your online banking, or create an import file using Xero's template.
2. Adjust the file details if necessary.
3. Save the bank statement file to your computer in the .csv format.
4. In Xero, go to the Accounting menu and select Bank Accounts.
5. For the relevant bank account, click Manage Account, then select Import a Statement.
6. Click the link to download the Xero CSV template file if you need to create your own import file.
...
1. Download your bank statement in a comma-separated value (CSV) format from your online banking, or create an import file using Xero's template.
2. Adjust the file details if necessary.
3. Save the bank statement file to your computer in the .csv format.
4. In Xero, go to the Accounting menu and select Bank Accounts.
5. For the relevant bank account, click Manage Account, then select Import a Statement.
6. Click the link to download the Xero CSV template file if you need to create your own import file.
...
