Access the short-term cash flow pilot

We’re always looking at ways to best support small businesses around the world. So, for a limited time, we’re expanding our short-term cash flow pilot to small businesses and partners on Xero Business Edition plans around the world.

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Early release to help in these uncertain times

This pilot version of short-term cash flow is included in Xero in business edition subscriptions until 31 August 2020. We wanted to open up the pilot and make the tool available now to help businesses get a better understanding of what’s going on and make more informed decisions. 

What is the short-term cash flow pilot?

The short-term cash flow pilot gives you a better understanding of how your business is performing. This accessible and interactive tool visually projects your business’s bank balance 30 days into the future, showing the impact of existing bills and invoices on your cash flow.

Simply choose one or multiple bank accounts and select a 7 or 30 day view to view your projected bank balance. You’ll be able to see the impact of paying a bill today versus next week and know which invoices to follow up on again to help with cash flow.


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How to access the short-term cash flow pilot

The short-term cash flow pilot is included in all Xero starter, standard and premium plans to anyone with standard and advisor user roles until 31 August 2020. The pilot is being rolled out in a phased approach and it might take a few weeks for it to show up in your account. 

You can find short-term cash flow by going to the Business menu within your Xero account.


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Tell us what you think

Tell us what you think

This short-term cash flow pilot is not the finished product, but we hope it will be useful to small businesses and their advisors dealing with the impact of COVID-19. While trying out the pilot, we’d love to know what you think works well, what could be better, and what else you’d like to see. 

Contact us in Xero Central