Get a visual business snapshot with Xero
Don’t get lost in spreadsheets! Xero’s business snapshot gives you an instant overview of your financial data. See a graph of last quarter’s income. Spot a trend in your monthly expenses. And use the powerful insights to plan your business strategy.
All plans to suit your business
Ignite
for the first 6 months
Then £16 per month
An easy financial foundation - track cash flow with the essentials.
- Send quotes and 20 invoices†
- Accept online invoice payments^
- MTD for Income Tax ready
- Reconcile transactions
- Smart document capture
- View real-time reports
- Enter 10 bills
- Submit VAT returns to HMRC
- Automate subcontractor CIS calculations and reports
- Make online bill and payroll payments (domestic) for £0.20 per payment††
- Payroll for £1.50 per person
- 30 day cash flow forecast
- Visualise performance with basic graphs
Grow
for the first 6 months
Then £37 per month
Go beyond the basics - automate tasks and access performance dashboards.
- Send invoices and quotes
- Accept online invoice payments^
- MTD for Income Tax ready
- Reconcile transactions
- Smart document capture
- View real-time reports
- Automate bill entry and track bills
- Submit VAT returns to HMRC
- Automate subcontractor CIS calculations and reports
- Make online bill and payroll payments (domestic) for up to 5 payments
- Payroll for 1 person
- 60 day cash flow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 1 user
- Auto-reconcile transactions
Comprehensive
for the first 6 months
Then £50 per month
Optimise profitability - tailor your insights for greater control.
- Send invoices and quotes
- Accept online invoice payments^
- MTD for Income Tax ready
- Reconcile transactions
- Smart document capture
- View real-time reports
- Automate bill entry and track bills
- Submit VAT returns to HMRC
- Automate subcontractor CIS calculations and reports
- Make online bill and payroll payments (domestic) for up to 10 payments
- Payroll for 5 people
- 90 day cash flow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 5 users
- Use multiple currencies
- Tailored financial health scorecards
- Make online bill payments (International) - Optional add-on
- Auto-reconcile transactions
Ultimate
for the first 6 months
Then £65 per month
Future proof your scaling business - with advanced tools and analytics.
- Send invoices and quotes
- Accept online invoice payments^
- MTD for Income Tax ready
- Reconcile transactions
- Smart document capture
- View real-time reports
- Automate bill entry and track bills
- Submit VAT returns to HMRC
- Automate subcontractor CIS calculations and reports
- Make online bill and payroll payments (domestic) for up to 15 payments
- Payroll for 10 people
- 180 day cash flow forecast
- Visualise performance with graphs
- Customise performance dashboards
- Claim expenses and mileage for 10 users
- Use multiple currencies
- Tailored financial health scorecards
- Make online bill payments (International) - Optional add-on
- Track time and costs for projects for 10 users
- Analyse KPIs and ratios
- Benchmark against the industry
- Auto-reconcile transactions
Get the big picture of your finances
When you’re running into a meeting, let Xero’s business snapshot turn your accounting data into one clear picture. The visual tool works as part of Xero analytics and reporting software to show what’s happening with, say, your growing profitability or another aspect of your business’s performance.
Learn more about Xero analytics and reporting software
Hit the ground running with easy tools
No background in accounting? No problem! Xero’s business snapshots show you simple graphs and headline info on your financial health. There’s no need to run multiple reports and sift through data – just click on the snapshot in Xero’s intuitive software.
Learn from trends in your data
Compare how your numbers change over time – your current or debt ratio across the past 6 months, for example. And once you’ve spotted an area for improvement? Save, print, or share the financial snapshot for your records, so you can work on managing your cash flow or your business efficiency.
Learn about managing your cash flow with Xero
Your Xero dashboard vs business snapshot
Hop onto your Xero dashboard for info you need today, like your next bill or your bank balance. Then use the business snapshot for a broader view of trends in your data – and power up your strategy and planning. And then, for deeper analysis and forecasting, upgrade to Xero Analytics Plus.
FAQs on Xero’s business snapshots
A business snapshot is an overview of a business’s financial performance and position over time. It brings together key metrics like income, expenses, profitability, and cash position. This helps business owners quickly grasp how their business is performing without having to run detailed financial reports.
A business snapshot is an overview of a business’s financial performance and position over time. It brings together key metrics like income, expenses, profitability, and cash position. This helps business owners quickly grasp how their business is performing without having to run detailed financial reports.
Xero’s business snapshot aims to give small business owners a fast visual summary of their business’s performance using their latest financial data. It helps you track your income, expenses, and profitability over time – helping you spot trends and make informed decisions.
Xero’s business snapshot aims to give small business owners a fast visual summary of their business’s performance using their latest financial data. It helps you track your income, expenses, and profitability over time – helping you spot trends and make informed decisions.
The business snapshot gives you an at-a-glance financial view of your performance and trends over time. Xero’s analytics tools, like Xero Analytics Plus and Xero Analytics powered by Syft, offer deeper analysis and custom reporting. And Xero’s forecasting tools, like cash flow projections, use AI to help you plan ahead with your spending and bill payments. Together, these tools help you understand your current financial health, spot areas for improvement, and decide your next steps.
The business snapshot gives you an at-a-glance financial view of your performance and trends over time. Xero’s analytics tools, like Xero Analytics Plus and Xero Analytics powered by Syft, offer deeper analysis and custom reporting. And Xero’s forecasting tools, like cash flow projections, use AI to help you plan ahead with your spending and bill payments. Together, these tools help you understand your current financial health, spot areas for improvement, and decide your next steps.
Get one month free
Purchase any Xero plan, and we will give you the first month free.
