Why Xero
Why Xero

Your books in the cloud. Always accurate. Always accessible.

SimpliNumbers is a Xero Certified Advisor — meaning we don't just use Xero, we're trained, tested, and certified in it. Xero is the cloud accounting platform we've chosen for every client because it's purpose-built for small businesses: fast, intuitive, and genuinely collaborative.

See pricing

Certified by Xero

Xero

SimpliNumbers — Certified Advisor

We've completed Xero's learning modules, passed the practical exam, and hold active Xero certifications — including specializations in retail/e-commerce and trade/construction apps.

Xero Certified Advisor
Xero Migration Certified
Retail & E-commerce Specialist
Trade & Construction Specialist

Xero Reconcile Feed (Click OK)

Reconciled: 0/3

Bank Statement

Stripe Transfer +$1,250.00

Xero Match

Invoice #1042 Match

Matches your Stripe customer invoice automatically.
What is Xero?

Accounting software that lives in the cloud — and works the way small businesses do

Xero is cloud-based accounting software designed specifically for small businesses. Unlike traditional desktop accounting tools, Xero stores all your financial data online — meaning you can access your books from any device, at any time, with nothing to install or maintain.

Xero runs in real time, so your financial data is always current. One version of the truth. When you connect your bank accounts, transactions flow in automatically, making reconciliation fast and reducing manual data entry errors. It's accounting that works the way your business actually works.

As your Xero Certified Advisor, SimpliNumbers manages everything inside Xero on your behalf — and you always have full visibility into your own data. Nothing is locked away. You stay informed and in control.

Features

Everything Xero Does For Your Business

These are the Xero features we use every day to keep your books clean and current.

Live bank feeds

Bank transactions flow directly into Xero in real time, eliminating manual entry and ensuring your books always reflect your actual accounts.

Bank reconciliation

Xero's smart reconciliation tools match transactions automatically, with one-click approval for common items — making month-end fast and accurate.

Financial reporting

Generate P&L statements, balance sheets, and cash flow reports in seconds — formatted, accurate, and ready to share with your accountant or investors.

Unlimited users

Add your bookkeeper, accountant, business partner, or investor without extra per-user charges. Collaborate in real time with controlled permissions.

Mobile access

Access your accounts, approve transactions, and view reports from the Xero mobile app — iOS and Android, anytime, anywhere.

Bank-level security

Xero uses 256-bit SSL encryption and two-step authentication to keep your financial data completely secure and protected at all times.

Online invoicing

Create, send, and track professional invoices in Xero — with payment links attached so clients can pay instantly online.

App integrations

Xero connects with hundreds of third-party apps — payroll (Gusto), point-of-sale, inventory, time tracking, and more — through its open API ecosystem.

Why a Certified Xero Advisor matters

There's a difference between someone who uses Xero and someone certified in it.

Deep platform knowledge

Certified advisors have completed Xero's training curriculum and practical exam. We know every feature, shortcut, and integration that saves you time and money.

Smooth migrations

Moving from QuickBooks, spreadsheets, or another system? We're migration-certified. We've moved dozens of clients to Xero without losing a single transaction.

Industry specializations

We hold specialist certifications in retail/e-commerce and trade/construction app ecosystems — so we know which Xero add-ons are right for your industry.

Free updates, always

Xero rolls out new features constantly — all included in your subscription at no extra cost. As your advisor, we keep your setup current as the platform evolves.

Xero works with the tools you already use

Xero integrates with hundreds of apps across payroll, payments, inventory, e-commerce, and more.

Gusto (Payroll)StripeSquareShopifyPayPalHubSpotDext (Receipt capture)A2X (E-commerce)Vend (POS)Deputy (Scheduling)Tradify (Trade jobs)700+ more via Xero App Store
FAQ

Xero Questions Answered

Everything small business owners ask about Xero and working with a certified advisor.

Switch to Xero with a certified advisor.

SimpliNumbers handles the migration, the setup, and the ongoing books — you just run your business.