Connect your bank account to Xero
With your bank transactions flowing into Xero automatically, you’ll have a current view of your finances – without the need to download and manually import statements.
Connect Xero to your bank >
Invite your accountant, bookkeeper or financial advisor to work with you in Xero and you’ll be across the same set of numbers. They can take care of the tricky accounting stuff while you focus on running your business.
Invite your advisor into Xero >
If your business has employees, payroll in Xero makes it easy to get pay runs and workplace pensions sorted. With the Xero Me mobile app, your employees can enter their time, update their details and request time off.
Get started with payroll >
Add your customer and supplier contact details to Xero so they’re easily accessible online and you can look them up anytime. Integrate your Office 365 and Gmail accounts so all your contact details and emails are all in one place.
Add a contact >
This isn’t as daunting as it may sound; it’s just where you set up the information you want to include on reports, invoices and bills. Things like your tax settings, your financial year end date, and your time zone.
Set up your financial details >
If your business has existing transactions, (such as invoices and bills), you’ll need to bring those account balances from your old accounting system into Xero. We call these existing transactions "conversion balances." We recommend working with your accountant to help you figure this out. If you’ve recently set up your business and don’t have any existing transactions, skip this step.Enter conversion balances now >
Enjoy the freedom to do business on the move with easy access to tools like contacts, invoicing and bank reconciliation.
WATCH THE MOBILE APP IN ACTION >