Xero Cashbook and Xero Ledger

Accountants and bookkeepers can add small clients to Xero with Xero Cashbook and Ledger by joining the partner program.

Import bank transactions

Connect directly to banks or import from downloads.

Reconcile and report

Get automated bank rec and powerful reports.

Give your clients access

Practice staff set up and manage client accounts.

Use with practice tools

Sync with Xero practice software to exchange data.

Import bank transactions

Get details of all bank transactions into Xero ready for regular reconciliation.

  • Included
    Connect directly to banks from Xero Cashbook to get daily bank feeds
  • Included
    Download bank transactions and import them into Xero Ledger or Xero Cashbook
A client reconciles the bank transactions that have come in that day on a tablet.

Reconcile and report

All cashbook and ledger plans include bank reconciliation, fixed asset management, budget tools and financial statements.

  • Included
    Reconcile bank transactions with automated transaction matching
  • Included
    Manage fixed assets, prepare budgets and generate reports in any plan
A profit and loss report displays on a laptop screen and a copy has been printed.

Give your clients access

Practice staff are in control of the accounts with these plans.

  • Included
    Choose the plans that best suit the way clients work
  • Included
    Set up, code and manage client accounts
  • Included
    Grant clients access to Xero Cashbook to view data and reconcile transactions
An accountant in their office and a cafe owner at work view the business numbers in Xero Cashbook.

Use with practice tools

As with other Xero business plans, Xero Cashbook and Xero Ledger integrate with other Xero practice tools.

  • Included
    Connect to Xero HQ and Xero Practice Manager to manage clients, jobs and activities
  • Included
    Sync with Xero Workpapers to manage compliance workflow and queries
  • Included
    Populate the accounts into Xero Tax without re-entering it

More about Xero Ledger and Xero Cashbook plans

Xero Ledger is for clients who need annual accounts preparation but not GST reporting. It includes bank reconciliation, budgeting tools, fixed asset management, financial statements, and document storage in the Xero file library. You can let clients view their data and reports but they can’t code transactions.

Xero Non-GST Cashbook is for clients who don’t need invoicing or GST reporting. Get daily bank feeds of client bank transactions in addition to all the features of Xero Ledger. You can let clients code their transactions and view their data and reports.

Xero GST Cashbook is for clients who don’t need invoicing but do need GST reporting. Get daily bank feeds of client bank transactions and generate GST returns in addition to all the features of Xero Ledger. You can let clients code their transactions and view their data and reports.

As a Xero partner you can subscribe to these plans on behalf of your clients. Xero Ledger is $5 per month, Non-GST Cashbook is $12 per month, and GST Cashbook is $21 per month, per client. These prices exclude GST.

Join the partner program to use Xero Ledger and Xero Cashbook

Xero Ledger and Xero Cashbook plans are only available via accounting and bookkeeping practices who are members of the Xero partner program. Partners can offer them to clients, and grant access to Xero Cashbook if they choose.