Xero Free Trial

Security is a priority for Xero, as we know it is for you, so it’s also important you also take steps to safeguard your data. Today’s leading accounting platforms offer standard security features like data encryption, secure credential tokenization and more. While human error will always play some role in security breaches, you can be confident in your accounting platform when it comes to keeping your information safe. All three plans come with an optional add-on for payroll with Gusto for $40 per month plus $6 per month per person. Log in anytime, from anywhere, to send invoices, pay bills, and manage your cash flow. Xero’s cloud accounting software has features and tools to help you run your small business, so you can spend more time doing what you love.

You can also reconcile bank accounts and convert quotes to invoices. The mobile app is free with every subscription, and is compatible with iOS and Android. After you start a free 30-day trial of Xero, you’ll activate the account and provide details about your business. Then, you can connect your bank accounts to Xero and decide if you’ll accept electronic payments for online invoices.

This is a notable feature for accounting software; often, lower-tier plans allow fewer users while only higher-tier plans allow unlimited users. You can import data from another accounting system in bulk via CSV files once you’ve done the initial set up in Xero. That includes the chart of accounts, invoices, bills, contacts and fixed assets. For a smooth transition and best results, we recommend working with an accountant or bookkeeper, preferably one with Xero experience, when you make the move to Xero cloud accounting software. Keep in mind that the ability to use multiple currencies in the software and invoice is limited to the company’s highest tier, at $70 per month. If using multiple currencies is a priority to you, consider other platforms that offer this capability at a lower cost.

This layout makes the reconciliation process, among other accounting tasks, particularly easy. The software shows you potential transaction matches side by side, so you can immediately see if the match is accurate without having to click anything. You can also scroll through Xero’s default chart of accounts and customize it as needed, or import an already existing chart of accounts. If you have a list of customers and suppliers, you can import that, too.

Get help during the free trial

1. Get started with the demo company, or if you set up your own business, Xero protects your data with multiple layers of security.
2. Xero’s invoicing capabilities allow you to create and customize an invoice for clients and then accept credit card, debit card or bank transfer payments within the invoice itself.
3. For example, you can give all employees the ability to send quotes and invoices, allow some to enter expenses and limit who can see the company’s complete financial picture.
4. Access Xero features for 30 days, then decide which plan suits your business best.

Xero’s bank feed securely imports your transactions into the Xero accounting software each business day. †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.

All your small business accounting in one place

NerdWallet 7 best purchase order software reviews pricing independently reviews accounting software products before determining our top picks. We collect the data for our software ratings from products’ public-facing websites and from company representatives. Information is gathered on a regular basis and reviewed by our editorial team for consistency and accuracy. Xero may be harder to learn than a simpler invoicing platform like Square Invoices or Zoho Invoice. However, it’s generally considered easier than QuickBooks Online. Xero’s accounting software is highly rated among small businesses.

Customise and grow with your business

You’re able to send 20 quotes and invoices per month, enter five bills, reconcile bank transactions, capture bills and receipts with Hubdoc and view a short-term cash flow and business snapshot. Xero lets new customers sign up for a 30-day free trial to test out its features. You can add Gusto payroll to any plan for an extra $40 per month, plus $6 per month per person. Xero is a cloud-based accounting software product that’s service department definition easy to use and integrates with more than 1,000 apps.

Plans to suit your business

Hubdoc is included in Xero Early, Growing and Established plans as long as it’s connected to your Xero subscription. Your use of the Xero services is subject to the Xero Terms of Use and your use of the Hubdoc services is subject to the Hubdoc Terms of Use. Wave is a solid choice for small businesses looking for free accounting software. Xero doesn’t provide a phone number on its customer support page, but a representative will call you if necessary. This is a serious is accumulated depreciation an asset or liability drawback if you want to be able to pick up the phone and talk through an issue or are new to accounting software and have lots of questions. When reconciling books, Xero suggests likely matches between bank statement lines and transactions entered in the software.

Read our 2024 Xero review to find out if it’s the right solution for your business. Simplify your finances and get more done with Xero online accounting software. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. Get started with the demo company, or if you set up your own business, Xero protects your data with multiple layers of security.