Xero Client Onboarding
Xero Cloud Accounting – Smarter Financial Management for Modern Businesses
Looking for powerful, easy-to-use cloud accounting software? Xero is the trusted choice for startups, small businesses, and growing companies that want real-time visibility, seamless automation, and effortless collaboration with their accountant or bookkeeper. Whether you're managing cash flow, sending invoices, reconciling bank transactions, or preparing for tax time—Xero makes accounting simple, smart, and secure.
Xero is award-winning, cloud-based accounting software designed for business owners who want to stay in control of their finances from anywhere. With live data, real-time reporting, and automated workflows, Xero helps you save time, reduce errors, and make confident business decisions.
Real-Time Bank Feeds
Automatically import and categorize transactions
Online Invoicing
Send professional invoices and get paid faster with online payment options
Smart Reconciliation
Match bank transactions with a few clicks
Cash Flow & Financial Reporting
View detailed reports and dashboards at any time
Multi-User Collaboration
Share access with your accountant or team, securely
Inventory, Projects, and Payroll
Manage it all in one platform
Access Anywhere
Use Xero on desktop, tablet, or mobile
Why Businesses Choose Xero:
- Easy to use—even if you're not an accountant
- Scalable for businesses of all sizes and industries
- Integrates with over 1,000 apps including Stripe, PayPal, Shopify, and HubSpot
- Backed by award-winning support and a growing global community
Need Help with Xero Setup or Migration?
We are Xero Certified Advisors and Certified Xero Migration Specialists with years of experience in helping businesses migrate from QuickBooks, Excel, Sage, and other platforms to Xero—smoothly, accurately, and efficiently.
Optimize Your Business with Xero
Whether you're a freelancer, retailer, consultant, or eCommerce entrepreneur, Xero is the accounting solution built for your growth. Let us help you unlock its full potential with expert setup, training, and ongoing support.
Ready to switch to smarter accounting? Discover how Xero can transform your business.
Contact us today for a free consultation or Xero demo.
Here's the URL you'll need to access our version of the onboarding tool. Use a tile, image or text link on your own site to kick start your clients’ skills: www.xero.com/training/client-onboarding
If you don't have an image or tile to use, here is a selection which you can use here: Education Tiles
If you prefer to embed using your own branding, below are the links to our videos. Pick and choose the ones you want to include. We'll update the videos as Xero changes; the links will remain the same. Easy peasy!
We've also got a great Marketing Guide if you'd like a little helping hand too.
If YouTube links are more your thing, you'll find these here: Client Onboarding Playlist.
Introducing Xero
https://bcove.video/2pMsa5o
Understanding the dashboard
https://bcove.video/2E2pJ2Z
Confirming Settings
https://bcove.video/2GhvH1D
Attaching files
https://bcove.video/2GyFQdM
Connecting bank accounts
https://bcove.video/2pN9pPl
Reconciling bank accounts
https://bcove.video/2If2mFY
Creating quotes
https://bcove.video/2GEQEqK
Invoicing customers
https://bcove.video/2pOyol6
Creating purchase orders
https://bcove.video/2pMK4oB
Paying suppliers
https://bcove.video/2GkGJDB
Managing projects
https://bcove.video/2I8pYvy
Connecting apps
https://bcove.video/2GEUccK
Accessing support
https://bcove.video/2EhnpFa
If you have any questions about the client onboarding resources, get in touch with the Education Team at training@xero.com.