Xero Simple and Xero Ledger
Accountants and bookkeepers can add small clients to Xero with Xero Simple and Ledger by joining the partner programme.
Import bank transactions
Connect directly to banks or import from downloads.
Reconcile and report
Get automated bank rec and powerful reports.
Give your clients access
Practice staff set up and manage client accounts.
Use with practice tools
Sync with Xero practice software to exchange data.
Import bank transactions
Get details of all bank transactions into Xero ready for regular reconciliation.
- Connect directly to banks from Xero Simple to get daily bank feeds
- Download bank transactions and import them into Xero Ledger or Xero Simple
Reconcile and report
All simple and ledger plans include bank reconciliation, fixed asset management, budget tools and financial statements.
- Reconcile bank transactions with automated transaction matching
- Manage fixed assets, prepare budgets and generate reports in any plan
Give your clients access
Practice staff are in control of the accounts with these plans.
- Choose the plans that best suit the way clients work
- Set up, code and manage client accounts
- Grant clients access to Xero Simple to view data and reconcile transactions
Use with practice tools
As with other Xero business plans, Xero Simple and Xero Ledger integrate 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
More about Xero Ledger and Xero Simple plans
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.
Xero Simple provides bookkeeping essentials for non-VAT-registered clients who don't need invoicing. Get daily bank feeds of client bank transactions in addition to all the features of Xero Ledger. Xero Simple is available to Xero accounting and bookkeeping partners. Businesses can’t subscribe to this plan themselves, but you can let clients code their own transactions and view their data and reports.
Xero Simple provides bookkeeping essentials for non-VAT-registered clients who don't need invoicing. Get daily bank feeds of client bank transactions in addition to all the features of Xero Ledger. Xero Simple is available to Xero accounting and bookkeeping partners. Businesses can’t subscribe to this plan themselves, but you can let clients code their own transactions and view their data and reports.
As a Xero partner you can subscribe to these plans on behalf of your clients. As at 12 September 2024, Xero Ledger is £2.50 per month and Xero Simple is £7 per month. These prices exclude VAT.
As a Xero partner you can subscribe to these plans on behalf of your clients. As at 12 September 2024, Xero Ledger is £2.50 per month and Xero Simple is £7 per month. These prices exclude VAT.
Join the partner programme to use Xero Ledger and Xero Simple
Xero Ledger and Xero Simple plans are only available via accounting and bookkeeping practices who are members of the Xero partner programme. Partners can offer them to clients, and grant access to Xero Simple if they choose.
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
