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Xero set-up, plans and training

We set Xero up, connect your bank feeds, tidy a file that has fallen behind and keep the books up to date in it. The plan details below are Xero's own, checked on the date shown.

What we do in Xero

  • Set up a new Xero organisation with your users, contacts and invoice templates.
  • Connect your bank and card feeds, so transactions come into Xero on your bank's feed schedule.
  • Reconcile your accounts each week or month, so Xero matches your statements.
  • Clean up a file that has fallen behind: duplicates, old unreconciled lines and suspense balances.
  • Show you and your team how to raise invoices, enter bills and read the reports.

How a Xero set-up runs

  1. 01

    Look at how you work

    We go through your bank accounts, how you invoice and which reports you read.

  2. 02

    Set up and connect

    We set up the organisation, connect the bank feeds and bring in your contacts and opening balances.

  3. 03

    Reconcile and tidy

    We reconcile the first months and fix anything the feeds bring in twice.

  4. 04

    Hand over or keep going

    We walk you through Xero, then keep the books for you or leave you to it.

Xero plans in Australia

Plans, prices and features from Xero's Australian pricing page. Xero states its prices are in AUD and include GST.
What it listsAs published
Ignite plan, per month after any offer$37
Bills you can enter on the Ignite plan5 bills
Grow plan, per month after any offer$78
Comprehensive plan, per month after any offer$107
Reconcile bank transactionsIgnite plan and up
Use multiple currenciesComprehensive plan and up
Moving to a less expensive planOne month after upgrading

Source: Xero Limited, Pricing plans (Australia). Checked 15 Oct 2026.

Other software we work with