Simplify and streamline the way you and your clients work
Get daily bank feeds
Bank transactions flow directly into Xero each business day ready for you or your client to code effortlessly, anytime, anywhere.
Share access to Xero data
Share access to the accounts with your client so you can both see the same accurate up-to-date charts, budgets and reports.
Manage all your clients on Xero
Use Xero’s powerful practice tools to manage all your clients no matter which plan they’re on, with all their details in the one place.
Switch to one of our most popular plans
The two most popular plans for clients who convert from BankLink are:
Includes GST reporting but not invoicing.
Non-GST cashbook plans are also available.
Includes invoicing, document capture with Hubdoc, and payroll for one employee.
Standard and premium plans are also available.
Top features for you and your clients
Set up rules to help reconcile bank statement lines that often recur.
Uncoded statement lines report
Easily find all the bank statements lines that haven’t yet been reconciled.
Securely send the uncoded statement lines report and any other queries to clients.
Find and recode
Clean up client files efficiently and seamlessly with bulk recoding of transactions.
Free support and training
Planning to move a number of clients from BankLink? You’ll have access to free one-on-one training with our partner consultant team to save you time and ensure efficient workflows.
Online support 24/7
Get free support for you and your clients. Find answers, or raise a case to get expert advice.
Education and training
Upskill with Xero education and training, live webinars and courses.
Why our partners love Xero Cashbook
"Cashbook helps us to get an immediate gauge on where our clients are, and what position they’re in. Then we can add more meaningful value from there.
It’s like the story is now being told backwards, thanks to Cashbook – with the answers there at the start. The data is there, now in one place, and this is the trigger we as accountants can use to explore various scenarios, create something better than just EOY Financials, and ultimately provide our clients with better advice."
Carrick Aland Accountants, Toowoomba, QLD
"I would say we would save 25 mins per BAS by using Cashbook. In Xero Cashbook, you're not re-entering data. You've eliminated the opportunity for error.
As a standout, it would be the fact that Cashbook integrates into year-end reports and into Xero Tax. By far this is a very compelling reason alone to use Cashbook."
MB+M Business Solutions, Shepparton, VIC
Let’s make the switch happen
Just get in touch with your account manager who will:
explain the conversion process, and answer any questions you have
help you work out which pricing plan is best for each of your clients
develop a plan and support you throughout the migration process