Internal clients, small profits. Not anymore
Spend less time servicing your internal clients, so you can maximise your practice's profitability. From only £2.25 a month.*
Say goodbye to broken spreadsheet formulae
Manage clients who only need their annual accounts prepared and move your smallest clients 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 is perfect for clients you might think are too small for an accounting software.
Ensure you’re MTD ITSA compliant
Be MTD ITSA ready with Xero's Ledger and Cashbook.
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
All cashbook and ledger 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
- Some cashbook plans include VAT reporting
Give your clients access
Practice staff are in control of the accounts with these plans.
- Choose the plans that best suit the way clients work
- Set up, code and manage client accounts
- Grant clients access to Xero Cashbook to view data and reconcile transactions
Learn more about the ideal clients for Xero Ledger and Xero Cashbook
Xero Ledger is for clients who need annual accounts 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 Non-VAT 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 VAT Cashbook is for clients who don’t need invoicing but do need VAT reporting. Get daily bank feeds of client bank transactions and generate VAT returns in addition to all the features of Xero Ledger. You can let clients code their 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 £2.25 per month, Non-VAT Cashbook is £5.50 per month, and VAT Cashbook is £9.50 per month, per client. These prices exclude VAT.
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.