Xero

Xero offers a comprehensive suite of tools designed to make managing your business finances simpler, faster, and more efficient. Here’s a look at some of its standout features:

Accept Payments

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Online Invoicing

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Bank Connections and Reconciliation

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems.

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems.

Expense Management

Track and submit expenses using Xero’s mobile app or web interface. Set user permissions for approvals and generate real-time reports on employee or business spending.

App Integration

Connect Xero to popular apps, integrations, and financial services that suit your business needs, from payment platforms to advanced analytics tools.

Payroll with Gusto

Simplify payroll by integrating Gusto with Xero. Manage employee payments, calculate deductions, and ensure compliance—all within one platform.

Track Projects

Manage project planning, budgets, and costs with Xero’s tracking tools. Record time, send quotes, and invoice clients efficiently.

Inventory Management

Monitor stock levels with ease. Automatically populate invoices and orders with inventory data to keep your sales and purchases in check.

Multi-Currency Accounting

Simplify global transactions with Xero’s multi-currency tools. Pay and receive funds in over 160 currencies, with real-time exchange rate updates.

Sales Tax Automation

Automate tax calculations on invoices and generate detailed reports with Avalara-powered sales tax features. Reduce compliance challenges while saving time.

Data Capture and File Storage

Automatically store documents and key data with Hubdoc. Safely manage and share contracts, bills, and receipts with Xero’s online file storage.

Advanced Reporting and Analytics

Generate accurate financial reports to make data-driven decisions. Track future cash flow, metrics, and financial health with Xero Analytics or Analytics Plus.

Purchase Orders and Quotes

Easily create and send purchase orders or professional quotes directly from Xero. Keep track of orders and delivery statuses seamlessly.

Fixed Asset Management

Track, manage, and update fixed assets with Xero. Collaborate with your accountant to ensure your books stay accurate.

Mobile Accounting App

Stay connected to your business finances with the Xero Accounting app. Manage invoices, track expenses, and reconcile transactions from anywhere.

Automation and Connectivity

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems.

Mobile Access

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

E-commerce and Online Retail

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Cloud Connectivity

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems.

Customization with App Integrations

Connected tools can reduce repeated work across your business. Before enabling a connection, review which records it shares, how often information updates and who can access it. Test the connection with a small set of sample records. Keep a clear process for checking changes and resolving any differences between your systems.

Straightforward Setup

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.

User-Friendly Interface

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Customizable Dashboards

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Accessibility Across Devices

This page is a template for your own website policies. Replace this sample wording with information about your business, the services you offer and the way your website handles visitor information. Describe the relevant process clearly and include a contact method that your team monitors.

Learning and Onboarding

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Consistency Across Tools

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.