Your accounting dashboard for UK business
Everything you need on one screen. Xero's accounting dashboard helps you stay up to date on your cash flow, account balances, invoices, and bills. Choose the metrics you want , arrange them,and check in whenever you need. It's your financial dashboard, built around the way you work.
What your accounting dashboard shows you
Xero's accounting dashboard displays all your important numbers in the way you choose, so the right information is right in front of you.
Stay on top of your cash flow management
See money in and out over 6 months, plus cash flow projections so you can plan ahead with confidence.
Manage your account balances in one place
View bank, credit card, and provider balances together. Spot what needs reconciling at a glance.
Monitor the metrics that matter most
Pick your KPIs, set up performance graphs, and track how your business is doing over time.
"I’m not an accountant, but I do like looking at numbers and dashboards that enable us to see quickly how our business is doing."
Sheryl Ozinsky started the Oranjezicht City Farm Market with a dream to create community through food. From a NPO to a profitable business Sheryl Ozinsky scaled with the help of MGI Bass Gordon and Xero.
Learn more about Sheryl’s story
Your cash flow management view
Where’s your money going? Your accounting dashboard shows total cash in and out month by month, so you spot trends early. See which invoices are overdue and which bills are coming up – a clearer picture of what's ahead.
See what's coming in and going out
Check outstanding invoices and upcoming bills side by side, so you know where you stand before making spending decisions.
Manage account balances in one place
Xero puts your bank balances, payment providers, and business credit cards together on your dashboard for a comprehensive view of your finances. Each account widget shows your statement balance, your balance in Xero, and the transactions to reconcile.
Every account, one view
Compare your statement balance to your Xero balance for each account and start bank reconciliation straight from the dashboard.
Your performance dashboard, your way
Choose the KPIs for your dashboard and track them over time. Compare your actual figures against your budget with the Budget Variance report, and generate graphs and charts to visualise specific areas of your business performance. Access reports and insights from the dashboard, including your Profit
Reports at your fingertips
Customise the dashboard to show your preferred metrics, so the key information you want is right there on your dashboard.
Track what your customers owe you
Your dashboard summarises every invoice and when it's due, so you know at a glance who hasn't paid. Overdue? Send a reminder straight from Xero. You'll also see your bills in one place — what's due, in draft, and awaiting payment — so you can stay on top of bill payments.
Stay across your bills too
Approve bills, finalise drafts, and pay suppliers through Xero. UK payments are processed by Crezco using open banking.
Plans to suit your business
Simple
A new plan, specifically for non VAT businesses, with features designed for sole traders and landlords.
Simple
Usually £7
Now £1.40
GBP per month excluding VAT
Save £33.60 over 6 months
- Send invoices and quotes
- Accept online invoice payments^
- MTD for Income Tax ready
- Reconcile bank transactions
- Smart document capture
- View real-time reports
- Automate subcontractor CIS calculations and reports
What is an accounting dashboard?
An accounting dashboard is a single screen that pulls together key financial numbers – cash flow, balances, invoices, and bills – so you can check on your business in one glance. An accounting dashboard brings your key figures together on one page, so you can stay up to date at a glance.
- 88% of Xero customers agree it helps improve their financial visibility*
How it's different from financial reports
A dashboard report is a snapshot at a glance. Financial reports give you the analysis. Xero gives you both – daily updates, and the analysis
*Source: Xero survey of 2,634 small businesses in UK, AU, and US, May-June 2024
Go deeper from your accounting dashboard
Scan your dashboard for the headline numbers, then dig into reports, analytics, and cash flow projections when you need detail. Connect apps from the Xero App Store to manage more of your business in one place. And check in from anywhere with the Xero Accounting app on iOS and Android.
Find out how Xero can boost your business
How your accounting dashboard helps
91% of customers agree Xero is easy to use. Here's what that looks like on your dashboard.
Numbers ready when you are
Your key figures on a single page, updated as transactions come in, so you always know where things stand.
Plan with confidence
Use cash flow projections and performance graphs to make decisions backed by your latest numbers.
Work alongside your accountant
Customise the dashboard to show your preferred metrics in any order you want. Add your team at no extra cost.
FAQs on the accounting dashboard
Yes – you can show, hide, and reorder widgets using click-and-drag, so your dashboard shows exactly what you need. Customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want. You can customise the dashboard to show your preferred metrics in any order you want.
Yes – you can show, hide, and reorder widgets using click-and-drag, so your dashboard shows exactly what you need. Customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want. You can customise the dashboard to show your preferred metrics in any order you want.
Your dashboard shows a graph of total cash coming in and going out each month, covering the past 6 months. You'll also see summaries of invoices owed to you and bills you need to pay, so you can spot gaps early. For a longer view, Xero Analytics provides cash flow projections to help you plan further ahead. Click any bar on the graph to open the bank summary report for more detail.
Your dashboard shows a graph of total cash coming in and going out each month, covering the past 6 months. You'll also see summaries of invoices owed to you and bills you need to pay, so you can spot gaps early. For a longer view, Xero Analytics provides cash flow projections to help you plan further ahead. Click any bar on the graph to open the bank summary report for more detail.
An accounting dashboard is a visual display that brings your key financial numbers – including cash flow, balances, invoices, and bills – together on one screen. Instead of checking different places, you can track your business finances and balances all on one page. A finance dashboard in accounting software like Xero helps you stay up to date on key figures such as cash flow, account balances, invoices and bills, so you can see what's happening in your business at a glance.
An accounting dashboard is a visual display that brings your key financial numbers – including cash flow, balances, invoices, and bills – together on one screen. Instead of checking different places, you can track your business finances and balances all on one page. A finance dashboard in accounting software like Xero helps you stay up to date on key figures such as cash flow, account balances, invoices and bills, so you can see what's happening in your business at a glance.
It’s much easier with an accounting software dashboard. Spreadsheets need manual data entry, which takes time and leaves room for errors. An accounting software dashboard can show your bank balances, cash flow, and the status of your invoices, bills, and expenses on one page so you’re up to date at a glance. You also get a customisable layout, shared access for your team, and built-in VAT and MTD compliance tools – features that a spreadsheet can't match.
It’s much easier with an accounting software dashboard. Spreadsheets need manual data entry, which takes time and leaves room for errors. An accounting software dashboard can show your bank balances, cash flow, and the status of your invoices, bills, and expenses on one page so you’re up to date at a glance. You also get a customisable layout, shared access for your team, and built-in VAT and MTD compliance tools – features that a spreadsheet can't match.
It depends on what matters to your business. A good dashboard starts with your bank balances, outstanding invoices, bills to pay, and a cash in-and-out summary. From there, you can add:
- an account watchlist to track the key metrics you choose
- a net profit and loss widget to track income versus expenses
- performance graphs for the KPIs you check most often
Xero lets you choose and arrange all of these on your dashboard.
It depends on what matters to your business. A good dashboard starts with your bank balances, outstanding invoices, bills to pay, and a cash in-and-out summary. From there, you can add:
- an account watchlist to track the key metrics you choose
- a net profit and loss widget to track income versus expenses
- performance graphs for the KPIs you check most often
Xero lets you choose and arrange all of these on your dashboard.
The dashboard gives you quick access to reports and insights, and you can customise it to show your favourite reports – so you can keep an eye on your business performance.
Xero also supports both MTD for VAT and MTD for Income Tax, so you can submit quarterly updates and final declarations to HMRC directly from the software.
The dashboard gives you quick access to reports and insights, and you can customise it to show your favourite reports – so you can keep an eye on your business performance.
Xero also supports both MTD for VAT and MTD for Income Tax, so you can submit quarterly updates and final declarations to HMRC directly from the software.
Yes. The dashboard shows a summary of invoices owed to you, including outstanding and overdue invoices, so you can stay on top of what’s ahead. The Bills to pay panel helps you keep track of bills you need to pay.
Together, they give you a clear view of money coming in and going out so you can follow up or pay on time.
Yes. The dashboard shows a summary of invoices owed to you, including outstanding and overdue invoices, so you can stay on top of what’s ahead. The Bills to pay panel helps you keep track of bills you need to pay.
Together, they give you a clear view of money coming in and going out so you can follow up or pay on time.
Each bank account you add to Xero gets its own dashboard panel showing your statement balance, balance in Xero, and unreconciled transaction count. Choose which accounts to display so your accounting dashboard shows what matters to you.
Xero connects to major UK banks via open banking feeds, so your transactions import automatically and your real-time financial data is always up to date.
When it's time to reconcile, head to bank reconciliation to match transactions and close off your books.
Each bank account you add to Xero gets its own dashboard panel showing your statement balance, balance in Xero, and unreconciled transaction count. Choose which accounts to display so your accounting dashboard shows what matters to you.
Xero connects to major UK banks via open banking feeds, so your transactions import automatically and your real-time financial data is always up to date.
When it's time to reconcile, head to bank reconciliation to match transactions and close off your books.
Track your business finances on one page with the Xero dashboard, including your account balances, cash flow, and invoices.
Xero uses batch and API bank feeds from Australian financial institutions to import your transactions automatically. Each bank account widget shows your statement balance alongside your balance in Xero, so you can quickly see if anything is waiting to be reconciled.
Track your business finances on one page with the Xero dashboard, including your account balances, cash flow, and invoices.
Xero uses batch and API bank feeds from Australian financial institutions to import your transactions automatically. Each bank account widget shows your statement balance alongside your balance in Xero, so you can quickly see if anything is waiting to be reconciled.
Yes. The Xero Accounting app on iOS and Android gives you dashboard access on the go. You can check your overall cash balance, bank account views, total cash in and out, outstanding invoices, outstanding bills, and profit and loss panels. And you can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want.
Yes. The Xero Accounting app on iOS and Android gives you dashboard access on the go. You can check your overall cash balance, bank account views, total cash in and out, outstanding invoices, outstanding bills, and profit and loss panels. And you can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want.
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.
FAQs about Xero in the UK
Yes, you can connect your Xero account with HMRC to more easily prepare and submit your returns so you never miss a deadline. HMRC recognises Xero’s software, which is also compliant with Making Tax Digital (MTD).
Find out more on running a business at GOV.UKYes, you can connect your Xero account with HMRC to more easily prepare and submit your returns so you never miss a deadline. HMRC recognises Xero’s software, which is also compliant with Making Tax Digital (MTD).
Find out more on running a business at GOV.UKXero payroll offers a range of reports for internal use and helps you meet HMRC requirements each month. You can give your employees self-service access so they can view payslips, request leave, and submit timesheets directly from Xero.
See HMRC rules for running payrollXero payroll offers a range of reports for internal use and helps you meet HMRC requirements each month. You can give your employees self-service access so they can view payslips, request leave, and submit timesheets directly from Xero.
See HMRC rules for running payrollThe best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plansThe best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plansNo – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA adds an extra layer of security by checking that it’s really you when you log in.
Learn about data protection with XeroNo – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA adds an extra layer of security by checking that it’s really you when you log in.
Learn about data protection with XeroYes – the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the UK.
Check out the Xero App StoreYes – the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the UK.
Check out the Xero App Store
