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Creditloom
Business & Finance
Overview
Creditloom previews bulk allocation of existing Xero sales credit notes to invoices and supplier credit notes to bills. Allocations require the same contact and currency and explicit confirmation. It works with existing credits; it does not create bank refunds or perform bank reconciliation. Built independently by Atesen Software, with no Xero affiliation.
Key Features
- Matches credit notes to invoices or bills by oldest, exact amount or reference
- Editable preview and typed confirmation before writing
- Resumable jobs, result CSV and 30-day undo
- Skips locked periods
Best For
Xero users with many open credit notes to allocate to invoices or bills.
Pros & Cons
Cons
- Xero only and not affiliated with Xero
- Unmatched credits are listed, not forced
- Xero rate limits apply and undo expires after 30 days
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Pulse Verdict
Editorial review by SEODataPulse · Editorial rating: 4/5 · Updated
This is an editorial assessment, not an average of customer ratings.
“A clear, narrowly scoped Xero helper with safeguards; dependent on Xero API limits.”
Pricing
Free scans, previews and first 5 allocations; $39 7-day pass or $29/month per organisation (excl. tax).
Pricing changes often — confirm current plans on the official site.