Meet Xero Coaches

New to Xero? Xero Coaches are knowledgeable specialists who work with small businesses every day. Think of them as your friendly co‑pilot; someone who knows Xero inside out and can help you turn “I’ll figure that out later” into “Done.”

A business owner chats online with a Xero expert and follows their step-by-step instructions.

What you get with Xero Coaches

Included within the first 90 days of your Xero subscription, a Xero Coach can help you:

  • Included
    Set up Xero the right way from day one
  • Included
    Streamline invoicing & getting paid faster
  • Included
    Make sense of cash flow & reporting
  • Included
    Connect apps & add‑ons that suit your industry
  • Included
    Build better Xero habits so you feel in control of your numbers
An illustration of a man opening a door.

How to book a Xero Coach

New customers within their first 90 days can get onboarding support. These scheduled, practical sessions with a Xero Coach cover setup, key features and workflows tailored to your business, so you leave with clear next steps and confidence using Xero.

An illustration of a calendar.

1) Sign into Xero.

Log into your Xero account as usual. From within Xero, follow the prompts to open the Xero Coaches experience.

2) Tell us what you need.

Answer a few quick questions — for example, getting started, cleaning things up, or focusing on cash flow.

3) Choose a time that works.

Pick from available time slots that fit your schedule.

4) Meet your Xero Coach

Join your session, walk through your questions, and leave with practical actions you can put to work.

More ways to get support with Xero

Search support articles, learning courses, webinars and community hubs. Xero Central is included with your Xero subscription.

Check out Xero Central

Search support articles, learning courses, webinars and community hubs. Xero Central is included with your Xero subscription.

Check out Xero Central

We understand that trying something new comes with questions. If you’ve got questions while in trial, our small business specialists can help.

Talk to a specialist

We understand that trying something new comes with questions. If you’ve got questions while in trial, our small business specialists can help.

Talk to a specialist

Not finding the answer you need on Xero Central? No problem. Simply click the “Contact Xero support” link at the bottom of any help article to raise a case, and one of our customer support team members will get back to you.

See how to get support

Not finding the answer you need on Xero Central? No problem. Simply click the “Contact Xero support” link at the bottom of any help article to raise a case, and one of our customer support team members will get back to you.

See how to get support

As a new Xero subscriber, you can book time with a real human who’ll help you set up Xero, connect your bank feeds, and turn your cash-flow and analytics dashboards into a clear view of your whole business. Get set-up for success with a free Xero Coach by your side. Sign into your Xero account to book a Xero Coach.

Sign into your Xero account to book a Xero Coach

As a new Xero subscriber, you can book time with a real human who’ll help you set up Xero, connect your bank feeds, and turn your cash-flow and analytics dashboards into a clear view of your whole business. Get set-up for success with a free Xero Coach by your side. Sign into your Xero account to book a Xero Coach.

Sign into your Xero account to book a Xero Coach

Plans to suit your business

All pricing plans cover the accounting essentials, with room to grow.

Early

Usually $25

Now $5

USD per month

Save $60 over 3 months

An easy financial foundation - track cash flow with the essentials.

Growing

Usually $55

Now $11

USD per month

Save $132 over 3 months

Go beyond the basics - automate tasks and access performance dashboards.

Established

Usually $90

Now $18

USD per month

Save $216 over 3 months

Future proof your scaling business - with advanced tools and analytics.

Xero reserves the right to change pricing at any time. All prices are listed in USD and do not include applicable taxes. Taxes will be calculated based on your billing address before you enter your payment information. Your monthly recurring total will be updated accordingly in the following steps. Xero subscriptions auto-renew monthly until they are cancelled. If you later decide to change to a less expensive plan you can do so 1 month after upgrading.

*This offer of 80% off Xero’s then-current regular price for the first 3 months is only available to new customers in the US purchasing their first organization on xero.com. Offer available using code DC8032614GL at checkout. Discount applies to base Early, Growing, Established plan subscriptions and does not apply to any additional charges for add‑ons, usage and payment fees, unless otherwise specified. After the first 3 months, Xero’s then-current regular price will apply and auto-renew monthly until cancelled. This offer cannot be used with, or exchanged for, any other offer. Xero can change or cancel this offer at any time.

†Invoice limits for the Early plan apply to both approving and sending invoices. Transactions initiated by app partners may automatically contribute to your invoice limit.

^Payment fees apply to the use of online invoice payments. See here for more information.

**Median payment times of invoices with a payment service included and sent via SMS by customers using Xero in US from 9/1/2024 to 3/31/2025 (compared to invoices sent by email and without payment service included).

a. ††Payment fees apply to the use of online bill payments. The payment fees are in addition to your Xero monthly subscription amount, and are subject to change. All fees are in US dollars and exclude applicable taxes unless otherwise specified. See here for more information.

b. ^Payment fees apply to the use of online invoice payments. See here for more information.

See our terms of use for details

Hubdoc terms of use

Xero reserves the right to change pricing at any time. All prices are listed in USD and do not include applicable taxes. Taxes will be calculated based on your billing address before you enter your payment information. Your monthly recurring total will be updated accordingly in the following steps. Xero subscriptions auto-renew monthly until they are cancelled. If you later decide to change to a less expensive plan you can do so 1 month after upgrading.

*This offer of 80% off Xero’s then-current regular price for the first 3 months is only available to new customers in the US purchasing their first organization on xero.com. Offer available using code DC8032614GL at checkout. Discount applies to base Early, Growing, Established plan subscriptions and does not apply to any additional charges for add‑ons, usage and payment fees, unless otherwise specified. After the first 3 months, Xero’s then-current regular price will apply and auto-renew monthly until cancelled. This offer cannot be used with, or exchanged for, any other offer. Xero can change or cancel this offer at any time.

†Invoice limits for the Early plan apply to both approving and sending invoices. Transactions initiated by app partners may automatically contribute to your invoice limit.

^Payment fees apply to the use of online invoice payments. See here for more information.

**Median payment times of invoices with a payment service included and sent via SMS by customers using Xero in US from 9/1/2024 to 3/31/2025 (compared to invoices sent by email and without payment service included).

a. ††Payment fees apply to the use of online bill payments. The payment fees are in addition to your Xero monthly subscription amount, and are subject to change. All fees are in US dollars and exclude applicable taxes unless otherwise specified. See here for more information.

b. ^Payment fees apply to the use of online invoice payments. See here for more information.

See our terms of use for details

Hubdoc terms of use