At Perfect Balance, we are always looking for tools that help our clients run smoother, smarter businesses and this one is a game changer.
Say hello to JAX, the new virtual assistant now available in Xero.
Whether you are a sole trader, growing your business, or busy entrepreneur, JAX is designed to save you time, reduce stress and make bookkeeping a whole lot easier.
What is JAX?
JAX is Xero’s new built in virtual assistant. It lives inside your Xero dashboard and is ready to help 24/7, no downloads, no setup, no extra cost.
You can ask JAX simple questions like:
“Which invoices are still unpaid?”
“What’s my cash flow looking like?”
“Remind me what’s due for this quarter.”
And it will give you instant, accurate answers.
Why we love it (and think you will too)
As bookkeepers, we see firsthand how much time is spent chasing information, clicking through reports, or getting stuck on admin tasks. JAX helps fix that.
Here’s what makes JAX special:
✅ Time saver: JAX can send invoice reminders, match bank transactions and surface insights with just a few clicks.
✅ Help anytime you need it: JAX is always available, whether it’s after hours or in between meetings.
✅ User friendly: No need to learn new systems.
✅ One step ahead: From overdue invoices to spending spikes and upcoming tax deadlines, JAX keeps you informed before things become urgent.
How does this fit with Perfect Balance?
JAX doesn’t replace what we do.
At Perfect Balance, our role goes far beyond data entry or reconciling accounts. We offer clarity, guidance and a human touch, things AI cannot replace.
With JAX handling everyday tasks and quick questions, our team can focus on helping you understand your numbers, plan ahead and grow your business with confidence.
Need help getting started?
We are here to help you make the most of JAX and everything Xero has to offer. If you’re already using Xero, you may already see JAX popping up in your dashboard. If not, get in touch, we would love to guide you through it.