Labour-intensive clients, small profits: not anymore
Spend less time on internal jobs so you can maximise your practice's profitability. From only £2.50 per month.
Say goodbye to broken spreadsheet formulae
Move clients who only need annual accounts preparation off spreadsheets.
Reduce time spent on manual data entry
Reduced manual processing frees up your time to offer higher-value services or take on more clients.
Move your smallest clients to the cloud
Xero Ledger and Cashbook are perfect for clients you might think are too small for an accounting software.
Ensure you’re MTD for ITSA compliant
Be MTD for ITSA ready with Xero Ledger and Cashbook.
Subscription costs for partner plans
The Xero Ledger (£2.50 a month) and Xero Cashbook plans (£7 a month) are available for client accounts only through accountants and bookkeepers on the Xero partner programme. Prices are in GBP excluding VAT.
Import bank transactions
Get details of all bank transactions into Xero ready for regular reconciliation.
- Connect directly to banks from Xero Cashbook to get daily bank feeds
- Download bank transactions and import them into Xero Ledger or Xero Cashbook
Reconcile and report
Both the Xero Ledger and Xero Cashbook plans include bank reconciliation, fixed asset management, budget tools and financial statements.
- Reconcile bank transactions with automated transaction matching
- Manage fixed assets, prepare budgets and generate reports in any plan
Give your clients access
Practice staff are in control of the accounts with these plans.
- Choose the plan that best suits the way clients work
- Set up, code and manage client accounts
- Grant clients access to Xero Cashbook to view data and reconcile transactions
Xero Ledger: £2.50 a month
What’s included in Xero Ledger
Xero Ledger is perfect for clients who just need annual accounts and tax filing. It provides annual tax basics for non-trading clients:
- Manually import client bank transactions
- Client has view-only access
- Unlimited Xero users
- Practice staff can set up, code and manage client accounts
- Manage and report on fixed assets
- Produce customised financial statements and monthly reports
- Secure, cloud file storage
Xero Cashbook £7 a month
What’s included in Xero Cashbook
Xero Cashbook provides bookkeeping essentials for non-VAT-registered clients who don't need invoicing but do need regular bookkeeping:
- Unlimited, automatic client bank feeds
- Clients can have access to code bank transactions
- Unlimited Xero users
- Practice staff can set up, code and manage client accounts
- Manage and report on fixed assets
- Produce customised financial statements and monthly reports
- Secure, cloud file storage
Learn more about the ideal clients for Xero Ledger and Xero Cashbook
Xero Ledger is for clients who need annual accounts and tax preparation but not VAT 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 Ledger is for clients who need annual accounts and tax preparation but not VAT 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 Cashbook is for clients who don’t need invoicing or VAT 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 Cashbook is for clients who don’t need invoicing or VAT 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.
Become a partner today to use Xero Ledger and Xero Cashbook
Xero Ledger and Xero Cashbook plans are only available via practices that are members of the Xero partner programme.