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Join the partner program to get Xero Cashbook and Xero Ledger.
The seconds add up. Xero lets you import bank statements and reconcile accounts in a couple of clicks – it means you can make every minute more valuable.
Xero helps you automate processes and build a streamlined practice-wide workflow. Let Xero Cashbook and Ledger do the legwork while you focus on adding value.
Say goodbye to broken formulas. Xero Cashbook and Ledger give you accurate figures and effortless reconciliation. It’s data you can trust. And clients love it too.
With bank feeds in Xero Cashbooks, bank transactions flow directly from your client's bank accounts into Xero – while with Xero Ledger you can import them. Either way, you get accurate reliable data into Xero fast. And if you reconcile client accounts yourself, you can even out the workflow through the year.
You can have all your clients on Xero, even those who don’t go near a computer. Both the Xero Cashbook and Xero Ledger plans include bank reconciliation, budgeting tools and fixed asset management.
Xero’s powerful tools for managing client accounts are available to you. Use manual journals, find and recode, workpapers, report templates and rich reporting no matter which plan your clients are on. And with Xero Cashbook, client bank transactions flow directly into Xero with automated bank feeds.
You’ll be able to see up-to-date client files and generate reports for an immediate overview of your client’s business. That’s information you can use to provide them with high-value financial advice or proactive support.
Xero Cashbook and Xero Ledger are simplified versions of Xero’s standard accounting software. They’re available exclusively to accountants and bookkeepers as part of the Xero partner program.
Prices are in US dollars. See our terms of use for details.
US$3 /mo
For clients who need annual accounts preparation
Import client bank transactions (bank feeds aren't available)
You can let clients view their data and reports but not code transactions
Practice staff can set up, code and manage client accounts
US$12 /mo
For clients who don’t need invoicing
Daily bank feeds of client bank transactions (or import them)
Let clients code bank transactions as well as view their data and reports
Practice staff can set up, code and manage client accounts
Reconcile transactions fast
Manage fixed assets
Produce financial statements
Monitor budgets and performance with monthly reports
Store files in Xero with everything backed up
24/7 support, video training, and online learning
Adding clients onto Xero Cashbook or Xero Ledger is easy. Just log in, add a client and choose the partner edition pricing plan you want.
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Xero business edition | Xero partner products | Xero partner program