BulkOps: bulk credit note allocation, made for Xero.
Match hundreds of unallocated credit notes, overpayments and prepayments to open invoices in one run. Preview first, undo anytime, keep a full audit trail. For accounting practices — and for any business that runs its books by event, production or job, where the one-at-a-time work piles up fastest.
New · Payment runs with credit notesAllocate · Preview
6 proposed allocations
| Contact | Credit | Invoice | Amount | |
|---|---|---|---|---|
| ✓ | City Limousines | CN-0031 | INV-0006 | 250.00 |
| ✓ | DIISR — Small Business | CN-0032 | INV-0016 | 135.32 |
| ✓ | Marine Systems | OP-0007 | INV-0024 | 610.50 |
| ✓ | Ridgeway University | CN-0035 | INV-0027 | 1,180.00 |
| ✓ | Boom FM | CN-0036 | INV-0031 | 90.00 |
| ✓ | Hamilton Smith Ltd | OP-0009 | INV-0033 | 75.38 |
Built the way an accountant would build it. Every job follows one contract: see it first, write only what you approved, keep proof, stay reversible.
Preview before anything runs
Every operation is a dry-run first. BulkOps proposes each match — same contact, exact amounts first, then oldest — and shows every line. Untick anything. Nothing touches Xero until you queue it.
True undo
One click reverses a finished job in Xero — allocations removed, archives restored, batches deleted. Not “contact support”. A real undo, with the audit trail to prove it.
Built for real volume
A thousand allocations run as a queued job, paced under Xero’s API limits. Big jobs pause and resume themselves, survive restarts, show live progress, and report every item.
Credit notes, overpayments
and prepayments, allocated
Scan every unallocated credit note, overpayment and prepayment (deposit), see the proposed match against open invoices for the same contact, and run the approved batch as one job — with a CSV of every write and a one-click undo.
Learn more| Contact | Credit | Invoice | Amount |
|---|---|---|---|
| City Limousines | CN-0031 | INV-0006 | 250.00 |
| DIISR — Small Business | CN-0032 | INV-0016 | 135.32 |
| Marine Systems | OP-0007 | INV-0024 | 610.50 |
| Ridgeway University | CN-0035 | INV-0027 | 1,180.00 |
| Boom FM | CN-0036 | INV-0031 | 90.00 |
Job #18
77 allocations · done
- ok77
- skipped0
- duration2m 41s
Payment runs that
include credit notes
Outstanding supplier credits are applied to bills first, then one batch payment covers the remainder — so each supplier’s payment matches their statement. Undoable until the batch is reconciled. BulkOps never moves money; the batch leaves only when you send it to your bank.
Learn more| Supplier | Bills due | Credits applied | To pay |
|---|---|---|---|
| PowerDirect | 480.00 | −132.40 | 347.60 |
| Office Supplies Co | 219.75 | — | 219.75 |
| Sunshine Freight | 88.20 | −88.20 | 0.00 |
| Central Copiers | 1,240.00 | −300.00 | 940.00 |
Every attachment,
one ZIP
Pick a date range and document types. BulkOps collects every file attached to invoices, bills and credit notes server-side and hands you one ZIP, grouped by document number — for audits, handovers and backups. Read-only: nothing in Xero changes.
Learn more- INV-1042receipt-0394.pdf1.2 MB
- INV-1043po-approval.png410 KB
- BILL-3310fuel-docket.jpg640 KB
- BILL-3312supplier-statement-aug.pdf2.8 MB
- CN-0021credit-adjustment.pdf88 KB
Tracking options,
archived in bulk
One tracking option per event, production or job is the right way to see each one’s margin — until the finished ones outnumber the live ones. Archive hundreds at once instead of one at a time, and bring any of them back with undo.
Learn moreKnow what you’re
allowing, before you do
Handing an app access to your books should never feel like a leap. Before Xero’s consent screen, BulkOps shows every permission it asks for, why it needs it, and what it will never do.
Read the full listAccess
Only what the job needs
Invoices, credit notes and payments to allocate; attachments read-only to export. Nothing else in your organisation is touched, and you sign in on Xero’s own page.
Limits
What it never does
- Never sees your Xero password — sign-in happens on Xero’s own page.
- Never writes anything without a preview you approve, line by line.
- Never moves money. A payment run creates a normal Xero batch payment; it only leaves when you send it to your bank.
- Never deletes invoices, bills, credit notes or files.
Storage
How access is stored
Xero gives BulkOps a token, not your login. Tokens are encrypted at rest (AES-GCM) on Cloudflare’s network. Billing is handled by Paddle — card numbers never reach us.
Exit
Leaving is one click
Disconnect any time in Xero under Settings → Connected apps. Access ends immediately. Email us and we delete your data — usually the same day, always within 30 days.
Customer stories
Different countries, different backlogs, one job each.
Backlogs nobody wanted to clear one line at a time. Each was previewed, approved and cleared in a single job.
New Zealand
Accounting practice
1,400+
credits & overpayments allocated
Unallocated credit notes and overpayments across three client organisations, matched to open invoices in one job instead of one credit at a time.
Credit note & overpayment allocation
United Kingdom
Company
4,200+
tracking options archived
A tracking category that had grown to 17,000 options. 4,304 queued in one job, finished within a day; the 67 Xero would not archive were listed one by one.
Tracking option archive
Spain
Wellness business
850+
documents exported with attachments
Fourteen months of invoices, bills and credit notes, each with its attached files, downloaded as ZIPs over two days.
Attachment export
Australia
Contracting business
400+
documents from four financial years
Attachments for 2021 through 2024, exported year by year in five runs, all on one day.
Attachment export
Simple pricing
No subscription. Try it free, then one pass covers one backlog in one organisation — a payment when you actually have the job, nothing renewing in between. Several organisations? One pass each, connected side by side. Bigger job? Passes add up in the same organisation. A whole practice — email us and we plan it with you.
Free trial
$0 to try
- ✓Unlimited previews, forever
- ✓First 10 executed items free
- ✓1 organisation
- ✓Every BulkOps feature included
- ✓No card required
Pass
One-off$29 one-off
- ✓No subscription, nothing to cancel
- ✓Up to 1,000 executed items
- ✓1 organisation
- ✓72 hours to start your jobs — started jobs run to the end
- ✓Every BulkOps feature included
- ✓Attachment export: up to 2 GB per job
- ✓Preview, undo & audit CSV — undo is never counted
Large jobs
By emailCustom planned with you
- ✓One job over 10,000 items
- ✓An attachment export over 2 GB
- ✓A whole practice of organisations
- ✓Same $29 per 1,000 items — no premium for size
- ✓Several thousand items take a day or more — the job runs in daily batches by itself and emails you when it is done
- ✓We plan the run with you and tell you how long it will take
Questions
Is this safe to run on my organisation?+
BulkOps connects through Xero’s official sign-in — it never sees your password. Nothing is written without a preview you approve, every write is logged with its before and after state, and allocation, archive and payment-run jobs can be undone with one click. Attachment export is read-only and changes nothing in Xero.
What exactly does BulkOps access, and can I take it back?+
Invoices and credit notes, payments, overpayments and prepayments, tracking settings, attachments (read-only) and your name and email — each for a specific job, listed in plain English on the page you see before connecting. You can revoke access at any moment in Xero under Settings → Connected apps, and we delete your data on request — usually the same day, always within 30 days.
How does the payment run work — does BulkOps move my money?+
No. BulkOps applies your outstanding supplier credit notes to bills, then creates a normal Xero batch payment for the remainder — the same object Xero’s own “pay multiple bills” creates. Money only moves when you send the batch to your bank as usual. The whole run is undoable until the batch is reconciled.
How does it handle large volumes?+
Jobs run as a queue on our side, paced under Xero’s API rate limits. Big jobs pause themselves and resume automatically, show live progress, and report per-item results — the largest customer run so far is 4,300+ tracking options archived in a single job.
Can I try it before paying?+
Yes — previews are free and unlimited, and your first 10 executed items are free, so you can check the result in Xero before paying. Pick Xero’s Demo Company when you connect if you’d rather try it on nothing real first. Then one pass covers the job: $29 one-off, no subscription.
Who is behind BulkOps?+
BulkOps is built and run by Microspear, a small independent developer team. There is no sales funnel and no bot on the other end of support@microspear.app — a person reads every message and usually replies the same day.
We’re not an accounting practice — is BulkOps for us?+
Yes. Many of the people who use it run an ordinary business whose books are organised by project: an events agency with a tracking option per event, a production company with one per job, a trades business with one per site. Xero handles that fine until the finished ones pile up — thousands of tracking options to archive, a year of attachments to pull for an audit, credits to allocate after a migration — and those are exactly the jobs BulkOps does in one run. No accounting background needed: preview, tick, queue, undo if you change your mind.
I look after several organisations — how does that work?+
One organisation per pass: a pass is locked to the first organisation you run it on, and each pass you hold keeps one organisation connected — two passes, two organisations side by side, nothing to disconnect. The free trial holds one. Passes also add up: four passes in the same organisation give you 4,000 items for one big job. Looking after a whole practice? Send us an email with the size of the job and we'll set it up — usually the same day.
Clear your unallocated credits this afternoon.
Unlimited previews · first 10 items free · no card required