About Xero
Xero is accounting software that is hosted in the cloud that provides business owners with access to their company’s financials, banking, and advisors around the clock. Xero, which was established in 2006 and currently has 3.7 million subscribers, was one of the first companies to offer cloud accounting services in New Zealand, Australia, and the United Kingdom.
The seasoned board, management, and leadership teams of Xero are responsible for the company’s dedication to innovation and success for its clientele as a consequence of the hard work they have put in. Their team is really enthusiastic about assisting businesses, accounting firms, and bookkeepers in automating their processes, working together more effectively, and expanding their operations.
Join their team of great minds and collaborate with them to make the environment more favorable for companies of all sizes across the globe.
Xero Cashbook and Xero Ledger
By becoming a member of the Xero partner program, bookkeepers and accountants will have the ability to add small clients to Xero using Xero Cashbook and Ledger.
Import bank transactions
Connect directly to banks or import from downloads.
Reconcile and report
Get automated bank rec and powerful reports.
Give your clients access
Practice staff set up and manage client accounts.
Use with practice tools
Sync with Xero practice software to exchange data.
Import bank transactions
Put the specifics of all bank transactions into Xero so that they may be reconciled on a regular basis.
- Connect directly to banks from Xero Cashbook to get daily bank feeds
- Download bank transactions and import them into Xero Ledger or Xero Cashbook
Reconcile and report
Every single design for a cashbook and ledger includes a bank reconciliation, tools for creating a budget, administration of fixed assets, and financial statements.
- Automated transaction matching can be used to reconcile bank transactions.
- Fix Asset Management, Budgeting, and Reporting for Any Strategy
Give your clients access
The accounts associated with these plans are managed by the employees of the practice.
- Pick the packages that accommodate your customers’ routines
- Client account creation, coding, and management
- Clients can examine data and reconcile transactions through Xero Cashbook with your permission.
Use with practice tools
Both Xero Cashbook and Xero Ledger are integrated with the other Xero practice tools, just as the other Xero company plans.
- Connect to Xero HQ and Xero Practice Manager to manage clients, jobs and activities
- Sync with Xero Workpapers to manage compliance workflow and queries
More about Xero Ledger and Xero Cashbook plans
Xero Ledger
Clients who require only annual account preparation and not VAT reporting can use Xero Ledger. Bank reconciliation, budgeting apps, fixed asset tracking, financial statement generation, and document archiving in the cloud-based Xero document library are all a part of the package. Customers can see their information and reports, but they can’t code any transactions themselves.
Xero Non-VAT Cashbook
Customers who do not require invoicing or VAT reporting can use Xero‘s Non-VAT Cashbook. In addition to Xero Ledger’s other benefits, you also get daily bank feeds of customer bank transactions. Customers can access their data and reports and code their own transactions.
Xero VAT Cashbook
Customers that don’t need invoices but do need VAT reporting can use Xero‘s VAT Cashbook. Along with everything else Xero Ledger offers, you also get daily bank feeds of client bank transactions and the ability to automatically produce VAT returns. Customers can access their data and reports and code their own transactions.
