Xero was built from the ground up for the cloud - no legacy desktop software adapted after the fact. Unity Consulting helps you put that clean architecture to work, so your books stay accurate and visible no matter where you or your team are working from.
Why Businesses Choose Xero
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Unlimited Collaborators: Bring your whole team — and your outside advisors — into the platform without per-seat pricing surprises.
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Multi-Currency, Built In: Invoice and get paid in foreign currencies with automatic conversion and reconciliation, no add-on required.
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Receipt Capture, Automated: Snap a photo of a bill or receipt with Hubdoc, and Xero pulls the data in for you — no manual entry.
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A Live Financial Picture: Cash flow, account balances, and short-term forecasts update in real time, not on a delay.
Inside Xero
Xero's toolset is built around giving you a current, accurate financial picture with as little manual work as possible. Here's what that looks like day to day:
Short-Term Cash Flow Forecasting: Beyond standard reports, Xero projects your cash position forward based on outstanding invoices and bills, so you can see a potential shortfall before it happens, not after.
Online Invoicing and Reminders: Customers can pay directly from the invoice by card or direct debit, and Xero automatically sends reminders ahead of due dates - reducing the back-and-forth of chasing payment.
Smart Bank Reconciliation: Bank feeds connect directly to your accounts, and Xero's matching engine suggests reconciliations based on your past behavior, learning your patterns over time to speed up the process.
App Marketplace and Project Tracking: Xero connects to over 1,000 apps, and its native Xero Projects tool lets service-based businesses track time and job costs directly inside the platform — no separate system required.
Who Gets the Most Out of Xero
Multi-Entity or International Operations
If you invoice, pay, or operate across currencies, Xero's native multi-currency handling keeps your books accurate without manual conversion work.
Project and Time-Based Businesses
Track time against jobs, bill clients accurately, and see project profitability in real time using Xero Projects.
Growing Teams With Outside Advisors
Because Xero doesn't cap users on most plans, your bookkeeper, CPA, and internal team can all work inside the same live file — no exporting, no waiting on a refresh.
Integrations
Xero connects to the tools you're likely already using, centralizing your data and cutting down on manual work between systems.
Together, these integrations turn Xero into a connected hub for your business - not just a place to record transactions, but a live view of how the business is actually running.
Xero Features Chart
Feature | Early | Growing | Established |
|---|---|---|---|
Send Invoices and Quotes | Yes | Yes | Yes |
Accept Online Payments | Yes | Yes | Yes |
Enter and Pay Bills | Yes | Yes | Yes |
Reconcile Bank Transactions | Yes | Yes | Yes |
Capture Receipts and Documents | Yes | Yes | Yes |
Run Real-Time Reports | Yes | Yes | Yes |
Manage Sales Tax | Yes | Yes | Yes |
W-9 and 1099 Management | Yes | Yes | Yes |
Cash Flow Forecast Window | 30 Days | 60 Days | 180 Days |
Visualize Performance with Graphs | No | Yes | Yes |
Custom Performance Dashboards | No | Yes | Yes |
Financial Health Scorecards | No | Yes | Yes |
Analyze KPIs and Ratios | No | No | Yes |
Use Multiple Currencies | No | No | Yes |
Track Time and Costs for Projects | No | No | Yes |
Claim Employee Expenses | No | No | Yes |
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