Xero accountants

Dashboard

Xero’s real-time dashboard puts your entire financial picture in one place—no spreadsheets, no guesswork. Instantly track cash flow, view unpaid invoices, check bank balances, and monitor your sales and expenses with ease.

The cloud-based dashboard is secure, mobile-friendly, and designed to help you make better business decisions—fast.

• Key dashboard features include:
• View your cash flow at a glance
• See all bank and credit card accounts in one place
• Follow up on outstanding invoices
• Monitor sales performance and spending trends
• Track specific parts of your business in real time

Invoices

Create and send professional, branded invoices in just a few clicks – whether you’re at your desk or on the go. Xero’s invoicing software empowers small businesses to customise templates, automate reminders, and accept online payments seamlessly
youtube.com

As well as track the status of every invoice in real time – see what’s been sent, viewed, or paid – so you never miss a payment

Key benefits of Xero invoicing:

• Customise invoice templates with your logo and payment terms
• Automate recurring invoices and late payment reminders
• Accept payments online via Stripe, PayPal, GoCardless & more
• Track invoice status (sent, viewed, paid) in real time
• Create and send invoices from your mobile device or tablet

Purchases

Easily manage purchase orders, bills, and expenses in one integrated system. Xero’s accounts payable tools streamline your supplier workflows and reduce manual tasks, helping you stay organised and efficient.

• Create digital purchase orders with customised templates, then convert them to bills when you’re ready to pay
• Automate bill entry by scanning documents or forwarding bills, with Hubdoc extracting data and creating draft bills for approval
• Approve and pay bills online—process multiple payments in one go, track due dates, and pay directly from Xero
• Match bills and payments automatically using bank reconciliation, so records stay accurate without extra work

Payroll

Pay your staff, send payslips and run reports with simple small business payroll software.

Payroll manages the tasks you have to do. It automatically updates your accounts and creates HMRC submissions

Payroll provides everything you need to track working hours, manage leave and process pay – with controlled access for employees.

Quotes & Estimates

Create polished, branded quotes and estimates in minutes—anywhere and anytime. Xero enables you to fill in client information, price lists, and expiry dates with ease. Once a customer accepts the quote, it’s automatically converted to an invoice—saving you time and reducing errors.

• Design customised templates with your logo and clear terms
• Send quotes directly via the app or desktop, track views and acceptances
• Streamlined approval: clients can accept with a single click, reducing sales delays
• Instantly convert accepted quotes into invoices—no double entry, no wasted time

Banking

Connect to your bank, so your bank transactions flow effortlessly into the platform. So not only will you be more in control of your business finances come tax time, but most of the hard work is also done – you’ll already have categorised income and expenses and matched payments to invoices.

Connect to your bank for automatic updates

You can set up feeds from multiple banks and any number of bank accounts. Bank feeds are automatic, secure, accurate and reliable – there’s no need to do manual imports any more.

VAT

Xero automates your VAT accounting to meet HMRC’s Making Tax Digital (MTD) requirements. Capture VAT transactions through live bank feeds, and submit returns directly from Xero—no manual uploads or spreadsheets needed.

Key advantages:

• Fully MTD-compliant platform recognised by HMRC
• Digital record-keeping in one place—no need for manual data entry
• Automated VAT return submission to HMRC from within Xero
• Real-time VAT calculations and alerts to prevent errors and penalties