Xero is an online accounting system designed for small businesses and their advisors.
It’s simple, smart and secure.
Banking
With Xero, it’s quick and easy to keep your accounts accurate and up-to-date. Automatically imported bank and PayPal statements mean it’s effortless to get your data in and our intuitive bank reconciliation means that Xero will find the best match to code your accounts. All you have to do is click OK.
Xero automates the mundane
Bank and PayPal transactions can be automatically imported into Xero daily, so you don't waste precious time downloading and uploading bank files manually. Please see the complete list of banks that support automatic feeds.
Automated matching
Xero will try and match transactions you've downloaded to transactions in Xero. You can easily indentify unreconciled items and reconcile when you need to - daily, weekly or monthly.
Invoicing
Get a single view of where your money is coming from and when. With Xero you can create, send, receive and report on your invoices all from one place.
Quickly create invoices
Xero’s intuitive invoice entry means you can enter your invoices quickly and efficiently, regardless of whether you are creating an invoice for a single item or multiple items.
Repeating Invoices
Create a schedule to automatically generate invoices on a regular basis — save having to enter the invoice manually every month.
Email invoices to your customers
You can email formatted invoices directly to customers from within Xero. You can also choose to have a copy of the invoice emailed to yourself.
Managing Payables
For many businesses Accounts Payable can be a real pain. You have little control over when invoices come in, and it can be time consuming and expensive. Many businesses manage their cashflow by controlling the timing of payables. Xero is a full creditor processing solution.
Money going out on the dashboard
See at a glance how much money you owe, what’s overdue and what’s waiting payment.
Invoice workflow status
See the number of invoices you currently have at each stage in the entry and approval process, and view the total amount of these invoices to decide what needs to be paid and when.
Credit Notes
Apply credits from your suppliers to any existing invoice or simply as a new credit note that can be applied later.
Real Time Information
With the Report Center in Xero you can generate and view interactive reports in real-time, anytime. Balance Accounting can also create and publish reports for you.
Real-time information
You can generate and view reports yourself at any time for any time period — no more waiting for month end.
Drill down
You can drill down into accounts and amounts from any report, to see how the value on the report was compiled.
Anywhere......Anytime
With Xero, you can access your accounts and run your business from anywhere in the world. Balance Accounting can log in and view your accounts too, providing valuable real-time advice.
Peace of mind
Xero takes care of your data’s security and privacy, so you don't have to. Your data is stored on our secure servers and backed up regularly, so even if your computer is lost or stolen your data is safe.
Secure and private
You control who has access. The only people who can see your data are those you choose.
Single source of your information
Both you and your advisers can log in at any time, to a single place and view your financial information. No more sending files via email.
Contact Balance Accounting for a free trial
