Xero Cashbook and Xero Ledger: for clients who don't need the works

A simplified version of Xero’s standard accounting software. Because shoeboxes are for shoes. Available exclusively to accountants and bookkeepers in practice – as part of the Xero partner programme.

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A few Xero benefits

Save time

No more manual data entry means fewer errors and – with Xero’s features to help with faster coding and learning – bank reconciliations take a click.

Free direct feeds with Open Banking

Transactional data flows directly from your clients’ bank accounts into Xero every day with Xero Cashbook.

Secure data

Securely stored in the cloud, you can access your clients’ financial information anytime, anywhere, from any device.

Xero Ledger and Cashbook features

See accurate, real-time data – in the cloud


Features like the Assurance Dashboard allow you to see who’s logged in, when and where. Along with two-step authentication, this gives you the control you need to ensure client data is safe and sound.

Reconcile screen in Xero Cashbooks

Xero practice tools to suit your needs


Xero’s powerful tools for managing client accounts are available to you. Tools such as manual journals, find and recode, bank rules, fixed assets, report templates, workpapers, document storage no matter which plan your clients are on.

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Offer timely advice with Xero’s reporting tools


You’ll be able to see up-to-date client data and generate reports for an immediate overview of your client’s business. Use Xero’s custom report templates to create reports that suit different industries and departments for your clients’ businesses.

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Pricing plans

Xero Ledger Non-VAT Cashbook VAT Cashbook
£2 /mo £5 /mo £9 /mo
Perfect for clients who just need annual accounts and tax preparation. For non-VAT registered clients who don’t need invoicing For VAT registered clients who don’t need invoicing
Unlimited, automatic client bank feeds Manually import client bank transactions
Clients have ‘access to code’ bank transactions ‘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
Generate VAT returns N/A N/A

Prices are in GBP excluding VAT. 

Along with all this – as a Xero partner you gain access to 24/7 support, video training, and online learning.

Learn more

Watch our live webinar to learn more about Xero Cashbook’s features and benefits to help manage your clients more efficiently.

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Ready to get going?


Adding clients on to Xero Cashbook or Xero Ledger is easy. Just log in, add a client and choose the partner edition pricing plan you want.

Speak to your account manager for promotional deals.

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New to Xero?


To offer Xero Ledger or Xero Cashbook pricing plans to your clients, get in touch about becoming a Xero partner.

 

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Tell your clients about Xero Cashbook

To help get your clients on board, share this leaflet letting your clients know all the benefits of getting their accounts online with Xero Cashbook.

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