Xero Ledger
Accountants and bookkeepers can add small clients to Xero with Xero Ledger by joining the partner programme.
Import, reconcile & report bank transactions
Manually import client bank transactions.
Stay in control of client accounts
Practice staff set up and manage client accounts.
Use Xero Ledger with practice tools
Sync with Xero practice software to exchange data.
Import, reconcile & report bank transactions
Get details of all bank transactions into Xero ready for regular reconciliation. Xero Ledger also includes fixed asset management, budget tools and financial statements.
- Download bank transactions and import them into Xero Ledger
- Reconcile bank transactions with automated transaction matching
- Manage fixed assets, prepare budgets and generate reports in any plan
Stay in control of client accounts
With Xero Ledger, practice staff are in control of the accounts
- Choose the plans that best suit the way clients work
- Set up, code and manage client accounts
Use Xero Ledger with practice tools
As with other Xero business plans, Xero Ledger integrates with other Xero practice tools.
- Connect to Xero HQ and Xero Practice Manager to manage clients, jobs and activities
- Sync with Xero Workpapers to manage compliance workflow and queries
- Use client data from the Xero accounts in Xero Tax
More about Xero Ledger
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 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.
As a Xero partner you can subscribe to these plans on behalf of your clients. As at 1 June 2025, Xero Ledger is £2.50 per month. This price excludes VAT.
As a Xero partner you can subscribe to these plans on behalf of your clients. As at 1 June 2025, Xero Ledger is £2.50 per month. This price excludes VAT.
Join the partner programme to use Xero Ledger
The Xero Ledger plan is only available via accounting and bookkeeping practices who are members of the Xero partner programme.
More for accountants & bookkeepers
See more products- Xero HQ
Manage clients and staff
- Xero Workpapers
Manage compliance workflows
- Xero Practice Manager
Manage your practice efficiently
