Xero is a world leader in online accounting software and it is currently used by approx. 1300 UK accountancy practices. It cannot be purchased “off-the-shelf”, but is accessed via a registered agent like us. We thoroughly recommend Xero for its security, functionality and simplicity.
Overview of Xero’s functions:


  • Online accounting – You can log in online any time and see up-to-date business financials – from anywhere.
  • Automatic bank reconciliation - Xero imports and categorises your latest bank transactions.
  • Dashboard - See all your bank balances, invoices, bills and expense claims at a glance and add new transactions with a click.
  • Smart reports - View and share interactive reports and budgets in real-time – no waiting until the end of the month.
  • Inventory - Inventory items speed up invoicing while tracking sales and purchases.


  • Design your own templates - Use a professional invoice templates or create your own customised ones.
  • Easy invoicing - Create professional recurring invoices and receive updates when they’re opened.
  • Quotes - Create and manage quotes and easily turn them into invoices when the work is done.


  • Claim those expenses - Handle personal expenses – just review and approve receipts. Take a photo of receipts from your mobile and it’s saved online.
  • Enter bills - Manage your cashflow by scheduling payments and batch paying suppliers.


  • Pay your employees - It’s easy to pay your employees, reduce manual data entry and increase compliance with combined payroll and accounting.
  • Submit Real Time Information - Make RTI submissions to HMRC easy. All it takes is a couple of clicks within Xero to ensure that your submissions are timely and correct.


  • Go mobile - Use Xero’s mobile apps to manage your business while you’re on the move. Reconcile, send invoices and create expense claims – from anywhere.

Add ons

  • Integration – Xero integrates with hundreds of add-on business applications so that you can easily sync and streamline your data. From inventory management to CRM systems. Popular add ons include; Ebay, Paypal, Salesforce CRM, Capsule CRM, Chaser, Google Docs by Zapier, MyPaye, WorkflowMax, ProWorkflow, Magento plus many more.

10 Advantages of Xero:

  1. Simple to use – no qualification required!
  2. Realtime information which is accessible 24/7 from laptop, tablet, desktop or mobile.
  3. Automated bank feeds- an end to manual bank reconciliations!
  4. VAT returns produced at the click of a button.
  5. Automatically creates invoices which can be e-mailed- faster, cheaper and more efficient than paper copies.
  6. A significant reduction in time spent maintaining your records- no more effort than running a spreadsheet.
  7. Your records are safe- no need to back-up and no worries about losing them.
  8. Maximum commitment is one month so no long-term contract with built-in penalties for early redemption.
  9. No ‘upfront fees’
  10. Hotline available during normal office hours.

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