Xero Cashbook & Xero Ledger: for clients who don’t need the works

Move even your smallest clients off spreadsheets and onto Xero

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Practice-perfect benefits to help you thrive

Save time

The seconds add up. Xero lets you import bank statements and reconcile accounts in a couple of clicks – it means you can make every minute more valuable.

Boost efficiency

Xero helps you automate processes and build a streamlined practice-wide workflow. Let Xero Cashbook and Ledger do the legwork while you focus on adding value.

Trust your data

Say goodbye to broken formulas. Xero Cashbook and Ledger give you accurate figures and effortless reconciliation. It’s data you can trust. And clients love it too.

No more tedious data entry

With bank feeds in Xero Cashbooks, bank transactions flow directly from your client's bank accounts into Xero – while with Xero Ledger you can import them. Either way, you get accurate reliable data into Xero fast. And if you reconcile client accounts yourself, you can even out the workflow through the year.

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All your clients in Xero

You can have all your clients on Xero, even those who don’t go near a computer. Both the Xero Cashbook and Xero Ledger plans include bank reconciliation, budgeting tools and fixed asset management.

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Make the most of Xero's partner tools

Xero’s powerful tools for managing client accounts are available to you. Use manual journals, find and recode, workpapers, report templates and rich reporting no matter which plan your clients are on. And with Xero Cashbook, client bank transactions flow directly into Xero with automated bank feeds.

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Client data at your fingertips

You’ll be able to see up-to-date client files and generate reports for an immediate overview of your client’s business. That’s information you can use to provide them with high-value financial advice or proactive support.

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Pricing plans to fit smaller clients

Xero Cashbook and Xero Ledger are simplified versions of Xero’s standard accounting software. They’re available exclusively to accountants and bookkeepers as part of the Xero partner program.

Prices are in US dollars. See our terms of use for details.

Xero Ledger

$3 /mo

For clients who need annual accounts preparation

  • Import client bank transactions (bank feeds aren't available)

  • You can let clients view their data and reports but not code transactions

  • Practice staff can set up, code and manage client accounts

Xero Cashbook

$12 /mo

For clients who don’t need invoicing

  • Daily bank feeds of client bank transactions (or import them)

  • Let clients code bank transactions as well as view their data and reports

  • Practice staff can set up, code and manage client accounts


All plans cover the basics

  • Reconcile transactions fast

  • Manage fixed assets

  • Produce financial statements

  • Monitor budgets and performance with monthly reports

  • Store files in Xero with everything backed up

  • 24/7 support, video training, and online learning

Ready to get going?

If you’re new to Xero and would like to offer Xero Ledger or Xero Cashbook pricing plans to your clients, contact us about becoming a Xero partner.

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Already a Xero partner?

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

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