Welcome to eggz
eggz connects your email to Xero so you can automate invoices, bills, receipts, and more. This guide walks you through your first five minutes — from signing up to processing your first document.Prerequisites
- A Xero account (free trial works)
- A Gmail account (for email-to-document automation)
- A modern web browser (Chrome, Safari, Firefox, or Edge)
Sign up and create your workspace
Create your account
Go to app.eggz.ai and click Sign Up. eggz uses secure authentication powered by WorkOS — you can sign up with your email or an existing Google account.
Create your workspace
After signing in for the first time, you will be asked to create a workspace. eggz pre-fills your workspace name and company domain from your email address.
- Workspace name: Your company or team name
- Company domain: Extracted from your email (e.g.
acme.com)
Complete the onboarding wizard
After creating your workspace, eggz walks you through a five-step setup wizard. You can skip most steps and come back later from Settings > General.Choose your region
Select your region to set the correct currency, date format, and tax settings.
| Region | Currency | Date Format | Tax |
|---|---|---|---|
| Australia | AUD | DD/MM/YYYY | GST |
| United States | USD | MM/DD/YYYY | Sales Tax |
Select your industry
Choose the industry that best describes your business. This helps eggz categorise your expenses more accurately.Options include trades, professional services, IT and technology, healthcare, retail, hospitality, creative and media, education, transport and logistics, real estate, and other.
Tell us what matters to you
eggz tracks the time you save by automating bookkeeping. Choose what you would do with that extra time — family, more productive work, health, travel, or something else.This step is optional and does not affect functionality.
Set your hourly rate
Enter your hourly rate so eggz can calculate the dollar value of time saved. For example, if you charge 300/week in time savings.This step is optional. You can update it later in Settings > General.
Connect your accounts
This is the most important step. Connect your Xero accounting software and Gmail to unlock automation.Connect Xero:
- Click Connect to Xero
- Sign in to your Xero account when prompted
- Authorise eggz to access your Xero data
- Select the Xero organisation to connect (if you have multiple)
- Click Connect Gmail
- Authorise eggz to read your emails
- eggz will automatically detect invoices, bills, and receipts in your inbox
You can skip this step and connect later from Settings > Integrations. However, most eggz features require a Xero connection to work.
What happens next
Once you reach the dashboard, eggz begins working immediately:Upload receipts
Drag and drop PDFs or photos of receipts to have them automatically extracted and categorised.
Sync from Xero
Your invoices, bills, quotes, and contacts sync automatically from Xero.
Explore the dashboard
View your monthly spend, revenue, quote pipeline, and expense breakdown at a glance.
Manage settings
Adjust your region, currency, integrations, team members, and billing plan.
Troubleshooting
I can't connect to Xero
I can't connect to Xero
Make sure you are signed in to the correct Xero account. If you have multiple Xero organisations, you will be asked to choose which one to connect. If the connection fails, try disconnecting and reconnecting from Settings > Integrations.
I skipped the wizard -- how do I go back?
I skipped the wizard -- how do I go back?
You cannot re-open the wizard, but all the same settings are available in Settings > General (region, industry, hourly rate) and Settings > Integrations (Xero, Gmail).
My workspace name is wrong
My workspace name is wrong
Go to Settings > General to update your workspace name, timezone, reporting currency, and industry.