Discover Xero Features
you need to run the business
Purchase Orders and Bills
Quotes and Invoices
Tracked and Untracked Inventory
Data Capture and Online File Storage
Financial Data Analytics
See what Xero can do for Businesses
• Manage your finances with ease using Xero's intuitive accounting software.
• Track income and expenses, reconcile bank transactions, and get a clear overview of your financial health.
• Generate professional invoices and manage cash flow seamlessly.
• Collaborate with your team, accountants, and advisors in real-time.
• Share access securely, allowing multiple users to work simultaneously.
• Communicate efficiently, ensuring everyone is on the same page.
• Monitor your bank accounts in Xero’s dashboard.
• Reduce manual data entry and effortlessly reconcile your accounts through bank statement upload.
• Stay up to date with accurate financial information.
• Generate comprehensive reports to gain insights into your business performance.
• Monitor key metrics, track trends, and make data-driven decisions.
• Visualise financial data effortlessly.
• Extend the functionality of Xero with a vast ecosystem of integrated apps.
• Choose from a wide range of add-ons for inventory management, payment approvals, CRM, and more.
• Tailor Xero to your specific business needs.
• Create and send professional invoices directly from Xero.
• Track outstanding payments, set up automatic reminders, and generate statements effortlessly.
• Helps manage accounts receivable efficiently and improve cash flow.
• Easily capture, store and organise all incoming bills, eliminating the need for manual paperwork.
• Allows for automated bill creation by importing them through email, file upload, or integration with bill management apps.
• Set up approval workflows, ensuring proper authorisation before payment.
• Set up recurrent bill payments with consistent amounts.
• Track bill due dates and set up reminders for timely payments.
For Accountants and Bookkeepers
See what Xero can do for Accountants and Bookkeepers
• Effortlessly collaborate with your clients in real-time.
• Access their accounts remotely to provide timely advice and support.
• Simplify the review process with seamless data exchange.
• Eliminate the need for file sharing.
• Generate accurate financial reports quickly and easily.
• Gain deep insights into your clients' financial health.
• Identify opportunities for growth and provide strategic guidance.
• Automate repetitive tasks such as bank reconciliations and invoice processing.
• Focus on value-added activities, such as advisory services and client relationships.
• Increase efficiency and productivity within your practice.
• Simplified data entry through bank statement imports and automated transaction categorisation.
• Save time and reduce errors through quick account reconciliations.
At RSM, we not only specialise in seamless Xero migration but also offer support throughout the transition and beyond. We are dedicated to ensuring a smooth shift from your existing system to Xero's powerful platform. From data migration to staff training, we handle every aspect of the process. What sets us apart is that we go beyond just onboarding you onto Xero. As a company that also provides outsourcing and accounting services, we have the expertise to guide and support you in using Xero in your day-to-day tasks.
We emphasise that transitioning to Xero accounting software is not just an IT system switch but a transformative change in your business processes. We understand that implementing new software can be daunting, but we want to assure you that the benefits go far beyond mere digitisation. Switching to Xero is an opportunity to optimise your financial management practices, streamline operations, and unlock the true potential of your business. With Xero, you'll experience improved efficiency, enhanced collaboration, real-time insights, and simplified compliance.
At RSM, we believe in providing flexibility and freedom to our clients. We want to make it clear that we do not tie companies with the obligation to pay us the Xero subscription fee. We understand that each business has unique requirements and preferences when it comes to software subscriptions. Therefore, we offer the option for our clients to directly manage their Xero subscription and billing themselves. Our focus is on delivering exceptional migration services, training, and ongoing support to ensure a successful transition to Xero. By separating the subscription fee from our services, we give our clients the autonomy to choose the subscription plan that best suits their needs and budget, empowering them to make independent decisions for their financial management journey.
Get in touch with us
"At RSM, we help businesses and professionals harness the full potential of Xero's cutting-edge financial management solutions. Whether you're a business owner looking to streamline your accounting processes or an accountant/bookkeeper seeking powerful tools to serve your clients better, we've got you covered. Explore the range of functionalities Xero offers for businesses and professionals alike"