Get the books ready with Xero Ledger

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

Reconcile and report

Quick and easy cash coding, plus 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.

Reconcile and report

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

  • Included
    Download bank transactions and import them into Xero Ledger
  • Included
    Manage fixed assets, prepare budgets and generate reports
  • Included
    Use cash coding to match bank transactions
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
    Use report templates to streamline client reporting
  • Included
    Set up, code and manage client accounts
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 Ledger integrates 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

More about Xero Ledger 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.

As a Xero partner you can subscribe to these plans on behalf of your clients. Xero Ledger is $4 per month, per client and includes sales tax if any.

Join the partner program to use Xero Ledger

Xero Ledger helps with annual accounts preparation. Partners can offer this to clients if they choose.