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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 few minutes — from your invite to publishing your first document.
eggz is currently invite-only. We’re onboarding founding members personally so we can get every business live in minutes. If you don’t have an invite yet, leave your details at app.eggz.ai/request-invite and we’ll be in touch. Existing accounts sign in as usual at app.eggz.ai.

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Founding members: your first ten minutes

If you received a personal invite, your account and workspace are already set up — there’s no sign-up form and no setup wizard. Here’s what happens:
1

Sign in with your invited email

Go to app.eggz.ai and sign in with the same email address your invite was sent to. There’s no password to create — use Continue with Google, or any of the other sign-in options shown on the screen, with that address and you’re in.
2

Add your first receipt

You’ll land on a personal welcome from the eggz team. Drop in a receipt — a PDF or a photo — and eggz starts reading it straight away.
3

Connect Xero

While eggz reads your receipt in the background, connect your Xero account. Sign in to Xero, authorise eggz, and pick your organisation if you have more than one.
4

Review and publish

By the time Xero is connected, your receipt is usually ready — merchant, total, and line items extracted. Open it (it opens in a new tab), check the details, and approve it into Xero. If eggz couldn’t read the document, the welcome says so and points you to the receipt so you can review it yourself.
Nothing is written to Xero without your approval. eggz extracts and prepares your documents, but you always review and approve before anything is published to your books.
That’s the whole loop — capture, read, approve, publish. From there, send eggz the rest of your paperwork with drag-and-drop or the Chrome extension.
Need to get to your dashboard before you’ve finished? Use the Skip setup for now link on any step — you can upload receipts and connect Xero anytime from Settings > Integrations.
After the welcome, your dashboard shows a short setup checklist — install the Chrome extension, get your first 5 documents in, and publish 3 to Xero. Each item ticks itself off as you go, and the whole card disappears once you’re done (or dismiss it anytime; it won’t nag).

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Prerequisites

  • A Xero account (free trial works)
  • A Gmail account (for email-to-document automation)
  • A modern web browser (Chrome, Safari, Firefox, or Edge)

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Sign up and create your workspace

While eggz is invite-only, public self-serve sign-up is paused — the Sign Up button takes you to the invite request form instead. The steps below describe the self-serve flow for when it reopens.
1

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.
2

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)
Click Create workspace to continue.
Each workspace is a separate organisation. If you work with multiple businesses, you can create a workspace for each one.

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Complete the onboarding wizard

After creating your workspace, eggz walks you through a six-step setup wizard. Most steps are optional; you can finish on the free tier and return later from Settings > General or Settings > Integrations.

Choose your region

Select your region to set the correct currency, date format, and tax settings.
This setting affects how amounts and dates display throughout the app. Choose carefully — you can change region-related defaults later in Settings > General.

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.
If none of the options fit, select Other and type your industry. This improves the AI’s accuracy when extracting data from your receipts.

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 150/hourandeggzsavesyou2hoursperweek,yourdashboardwillshow150/hour and eggz saves you 2 hours per week, your dashboard will show 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:
  1. Click Connect to Xero
  2. Sign in to your Xero account when prompted
  3. Authorise eggz to access your Xero data
  4. Select the Xero organisation to connect (if you have multiple)
Connect Gmail:
  1. Click Connect Gmail
  2. Authorise eggz to read your emails
  3. 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.

Choose a plan (optional)

The final step lets you pick a paid plan (Solo, Growth, or Scale) or Continue on Free.
  • Continue on Free — finish on the free tier with a one-time allowance of 50 document processing credits (they do not refill monthly). Upgrade or buy top-ups when you need more.
  • Paid plan — you may be redirected to secure checkout; when you return, onboarding completes automatically.
You can change or upgrade your plan anytime from Settings or the in-app pricing area.
This step is optional. You do not need a paid plan to reach the dashboard.
Every plan — including Free — includes the AI assistant in the web app and the Chrome extension; plans differ on document allowances, team size, and branding. After completing the wizard (including Continue on Free on the plan step if you skip paid plans), click Go to dashboard to start using eggz.

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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.

Add the Chrome extension

Get eggz Tab Manager free to capture bills from any page and organise your browser. It is part of eggz.ai.

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Troubleshooting

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.
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).
Go to Settings > General to update your workspace name, timezone, reporting currency, and industry.