Connect directly to banks or import from downloads.
Get automated bank rec and powerful reports.
Practice staff set up and manage client accounts.
Sync with Xero practice software to exchange data.
Get details of all bank transactions into Xero ready for regular reconciliation.
All cashbook and ledger plans include bank reconciliation, fixed asset management, budget tools and financial statements.
Practice staff are in control of the accounts with these plans.
As with other Xero business plans, Xero Cashbook and Xero Ledger integrate with other Xero practice tools.
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.
Xero Ledger is for clients who need annual accounts preparation. 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 Cashbook is for clients who need Xero's automated bank feeds but don't need invoicing. Get daily bank feeds of client bank transactions in addition to all the features of Xero Ledger. You can let clients code their own 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 $3 per month, and Xero Cashbook is $12 per month, per client. These prices include sales tax if any.