Setup service

Xero Configuration

A Xero organisation tuned for clean, automated books.

Overview

Xero rewards a thoughtful structure. We design your chart of accounts and tracking categories around the decisions you need to make — not a generic template.

Bank rules are written and tested so day-to-day reconciliation becomes a few minutes, not an afternoon.

What's covered

  • Organisation settings and financial year locked in
  • Chart of accounts mapped to your reporting needs
  • Bank feeds connected with reconciliation rules
  • Tracking categories for departments or projects
Xero Configuration illustration

This service is available on its own or bundled inside a setup plan with a fixed one-time price.

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Deliverables

What you receive

Concrete, documented outputs you keep — not a vague promise of work done.

Live Xero organisation

Bank rule and tracking documentation

Setup walkthrough (PDF + Loom)

Delivered to your dashboard

Every output is yours to keep — downloadable any time from your secure order page, alongside a recorded Loom walkthrough of the setup.

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Plans

Get this as part of a complete setup

Each plan is a one-time engagement with a fixed price and delivery window.

Launch Ledger

A clean foundation on the platform of your choice.

$9.99 one-time

Delivery in 5 days

Choose Launch Ledger

Core Books

Structured books with tax and automation rules.

$12.99 one-time

Delivery in 7 days

Choose Core Books
Most Popular

Growth Suite

Full setup, historical data, and live dashboards.

$89.99 one-time

Delivery in 10 days

Choose Growth Suite
Get Started

Your Financial Systems Should Run Like Software.

Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.