Auto-publish lets William publish documents to Xero or QuickBooks autonomously — when it's confident about its accuracy. When it isn't, William asks for help by flagging the document for your review, just like a good team member.
The result: most documents flow through without your input. Manual review becomes the exception, not the rule — you step in only when William actually needs you.
How auto-publish works
William's auto-publish is conservative by design — it only takes action when it's absolutely sure publishing is the right thing to do.
Every document in your Inbox has to pass these checks first — whether William found it in email or you uploaded it from desktop, mobile, WhatsApp, or forwarded email:
It's an invoice or receipt — William never auto-publishes supplier statements, sales invoices, or credit notes.
Existing supplier — William never publishes documents from new suppliers.
No duplicates — William checks the document isn't already in Apron, Xero, or QuickBooks.
All required fields are filled and the math checks out (total = subtotal + tax).
William double-checks itself — every field is extracted twice. If the two passes disagree on anything, the document is held for review.
A good track record — William has processed similar documents for this company before, without recent corrections to the category, tax type, or other fields.
Otherwise, the document stays in your Inbox with a "Needs review" flag, and the publish-reasoning banner explains what made William pause.
Turn on auto-publish
Auto-publish is off by default. To turn it on:
Open the William AI tab.
Go to Auto-publish and switch it on.
What's next
Track William's decisions and the reasoning behind them — see exactly what William has auto-published, and the reasoning behind every call.
Teach William about your policies — write rules and guidance to shape what William handles confidently.
Understand email search — see how William finds missing receipts in inboxes, and how to connect Gmail or Outlook.
Meet William, your AI bookkeeping agent — back to the overview.