New plans to simplify choice for you and your clients

Xero’s new plans are designed to provide small businesses with easier access to the tools to help run their businesses efficiently, make it simpler for you to recommend the right plan, and tailor your practice services to clients. The new plans are now available.

Simpler choices and more inclusions

Introducing the new Xero plans

Xero has simplified its choice of plans to help meet the needs of your clients. That means easier access to tools (including cash coding in all of the new business plans), more bundled features, fewer plans, and no add-ons to navigate.

The new plans became available on 12 September 2024
Add-ons are no longer sold separately; instead they are bundled into new plans
GST Cashbook is no longer sold

View new plan details

Xero Ledger plan

The Xero Ledger plan is unchanged. It’s for use by accountants and bookkeepers to prepare and submit accounts and annual tax returns for non-trading clients. It’s available to Xero accounting and bookkeeping partners. Businesses cannot subscribe to the Xero Ledger plan themselves.

Xero Cashbook plan

The non-GST Xero Cashbook plan is unchanged. It provides bookkeeping essentials for non-GST-registered clients. It’s available to Xero accounting and bookkeeping partners. Businesses can’t subscribe to this plan themselves, but you can provide access to reconcile transactions and view reports.

Xero Ignite plan

The Xero Ignite plan provides accounting basics to help simplify business admin for the self-employed and businesses that are starting out. It includes:

Reconciling bank transactions
Cash coding (bulk reconciliation)
Capturing data from bills and receipts with Hubdoc for simpler record keeping
Sending up to 20 invoices and entering 5 bills a month
Tracking and filing GST returns

Xero Grow plan

The Xero Grow plan offers streamlined accounting tools to help automate admin for self-employed and growing businesses. It includes payroll and expenses (expense and mileage tracking) for one person a month.

Xero Comprehensive plan

The Xero Comprehensive plan includes streamlined accounting and payroll for businesses with employees so they have the info they need to help make confident decisions. It includes:

Payroll and expenses (expense and mileage tracking) for up to five people a month
Send and receive payments in multiple currencies
Advanced cash flow predictions (Analytics Plus)

Xero Ultimate plan

The Xero Ultimate plan includes accounting, payroll and forecasting tools for businesses with employees or those who want a plan that includes useful features to scale for future growth.

It now includes payroll, expenses (expense and mileage tracking), and projects for up to ten people
It continues to include advanced cash flow predictions (Analytics Plus) and multi-currency

Phased move to new plans

We’ll move subscribers who haven’t already moved to a new plan in phases, taking into account their current plan and add-ons and recent feature usage (that is, Xero Expenses and/or Xero Payroll). Check out the blog to learn more about our migration approach.

Learn more in the blog

Moving to a new plan

If you want to upgrade or downgrade a plan, or remove an add-on from a client’s plan, you'll need to choose one of the new plans. If you transfer a subscription, the new subscriber will need to choose one of the new plans. Once on a new plan, the previous plan will no longer be available.

View new plan details

Adding employees to Xero Payroll and Xero Projects

Employees can still be added to Xero Projects and Xero Payroll on old plans until either you choose to move plans or Xero moves the subscription to a new plan. Any additional usage charges (including in relation to Xero Expenses) will continue to apply.

Compare old plans with new

Compare the features included in Xero’s old plans with those in the new ones that became available on 12 September 2024. You can choose to move your clients to any of the new plans or keep them on their current plan as is for now.

Compare plans (PDF)

Tools to help you transition

Guide and training resources

Guides for understanding and recommending the new plans to clients are available for you to download.

Browse guides and training resources

More about the new plans

: Xero’s new plans are designed to help meet the needs of small businesses now and into the future. The reduced number of plans make it simpler to choose the right plan. Instead of needing to subscribe to add-ons to access key features like payroll, tracking project financials (Xero Projects) and unlocking insights (Analytics Plus), they are bundled into plans.
See how to make a changes to a plan
Xero’s new plans are designed to help meet the needs of small businesses now and into the future. The reduced number of plans make it simpler to choose the right plan. Instead of needing to subscribe to add-ons to access key features like payroll, tracking project financials (Xero Projects) and unlocking insights (Analytics Plus), they are bundled into plans.
See how to make a changes to a plan
: Once you move a client to a new plan, the previous plan will no longer be available. If a client is moved to a plan that doesn’t include the functionality of an add-on that was previously in use, access to the data associated with the add-on will be lost. The data will be archived, so if you need access to it, you can upgrade to a plan that includes that functionality. As an example, if you wish to retain or restore access to Xero Projects data, you’ll need to subscribe to the Ultimate plan, where Xero Projects is included. Note that we highly recommend you download add-on data before moving plans.
Once you move a client to a new plan, the previous plan will no longer be available. If a client is moved to a plan that doesn’t include the functionality of an add-on that was previously in use, access to the data associated with the add-on will be lost. The data will be archived, so if you need access to it, you can upgrade to a plan that includes that functionality. As an example, if you wish to retain or restore access to Xero Projects data, you’ll need to subscribe to the Ultimate plan, where Xero Projects is included. Note that we highly recommend you download add-on data before moving plans.
: We no longer offer the GST Cashbook plan. The functionality to prepare and lodge GST returns is available in Xero Ignite, Xero Grow, Xero Comprehensive, and Xero Ultimate.
Compare old plans with new (PDF)
We no longer offer the GST Cashbook plan. The functionality to prepare and lodge GST returns is available in Xero Ignite, Xero Grow, Xero Comprehensive, and Xero Ultimate.
Compare old plans with new (PDF)
: Partner points will change with the removal of add-ons. From 12 September 2024, once clients are on a new plan, partners will earn the partner points associated with that new plan. Both the current points table and new points values are outlined on the new partner points web page.
View the new partner points table and information
Partner points will change with the removal of add-ons. From 12 September 2024, once clients are on a new plan, partners will earn the partner points associated with that new plan. Both the current points table and new points values are outlined on the new partner points web page.
View the new partner points table and information