It was absolutely incredible to be on stage at Xerocon and share some of the exciting new features we’ve been working on to help you unlock more value for your practice and clients. From a redesigned experience to our new AI financial superagent, every update is designed to make you more confident and productive than ever before. Plus we’re helping you unlock powerful new tools at no extra charge, as eligible Xero business plans in Australia, the UK and US now have Syft Analytics plans included.
Here’s a look at everything we announced.
The evolution of Just Ask Xero (JAX)
JAX will work alongside you to automatically reconcile bank transactions.
Many of you told us how much you needed smarter tools to free up your time and focus on what you love. So I’m excited to introduce the next evolution of Just Ask Xero (JAX). With expanded AI capabilities, JAX is evolving into your AI business companion and financial superagent, helping make Xero your most trusted and insightful business platform.
Starting in September and progressing over the coming months, you’ll be able to use JAX to:
Get access to financial data, right at your fingertips: JAX will give you instant access to your cashflow, P&L and balance sheet data. For example, you can request a gross profit trend for the past year and see it visualised in charts and tables. This feature is rolling out first in Australia followed by the US, with more regions to come.
Get strategic decision support, powered by real-time actionable insights: JAX will help with strategic business decisions, like giving you ideas on how to improve cash flow or comparing loan interest rates across banks. Whether you’re evaluating loan options or navigating tax changes, JAX will bring in timely external data to help you make smarter, tailored decisions.
Get a clearer view of finances, faster: Soon, JAX will work alongside you to automatically reconcile bank transactions where there’s high confidence, giving you a reliable, up-to-date view of your finances sooner. You’ll have full visibility over this automation on the new ‘Reconciled’ page, where you can see bank and accounting details together. You’ll always be in control, with the ability to easily review or adjust any transaction JAX has reconciled for you.
Get more done, more naturally: Thanks to advances in conversational capabilities, JAX understands you better, making tasks like generating insights or creating quotes and invoices feel smoother and faster. And, soon, JAX will not only help you create an invoice, it will also intelligently draft invoice emails, helping you transform routine emails into professional ones that get noticed.
Read more about Xero’s AI vision in this Xero Blog post.
Xero Partner Hub: A simpler, smarter way to run your practice
Xero Partner Hub homepage.
Accountants and bookkeepers have told us that switching between different practice tools – Xero HQ, Practice Manager, Tax, and Workpapers – breaks the flow and costs you time. We listened and worked with more than 2,000 accountants and bookkeepers to design the new Xero Partner Hub.
The Xero Partner Hub will bring all your tools and data into one place where you can:
Work more efficiently with a single, simplified navigation making switching between tasks easier than ever.
Gain confidence in your compliance workflow. Our new workpapers solution and improved tax manager are deeply integrated into the Xero Partner Hub with data flowing seamlessly throughout your workflows
Leverage your new AI financial superagent JAX to instantly access client information, from a complete financial summary, to a full pre-meeting brief or a single client contact detail, eliminating manual preparation and search time. A new, customizable homepage with uplifted design and new widgets also brings client insights into one place, so you can take action more quickly.
Run your practice your way, as all partners will now have the added flexibility to connect to practice apps from the Xero App Store. Plus, continue to easily add advanced tools like Jobs, Time, and Billing like you do today.
The new Xero Partner Hub will roll out to all Xero partners in early 2026 (available in Australia starting in November with beta access in New Zealand). Getting started will be easy. You can expect access to all the same tools you use today from the start with a simple transition process and support at every step of the way.
A reimagined navigation and homepage experience
A new, more intuitive navigation and insight-rich homepage.
We’ve been on a journey to build a new, more intuitive navigation and insight-rich homepage. Over 3,000 of you helped shape this new experience from the beginning, and 30,000 of you are helping us refine the experience throughout the beta. You can can expect to:
Get a clearer view of business performance quickly with new widgets that highlight what needs your attention. The tailored view helps you stay focused on what matters most and take common actions directly from the page. For example, the new task list helps you prioritise and take prompt action on outstanding invoices and bills, and the enhanced banking widget shows where you have a balance difference and should complete a bank reconciliation
Find what you’re looking for more easily, thanks to the new navigation’s simpler labels and logical groupings.
The new navigation starts rolling out to all users this month, and the new homepage will begin rolling out later this year.
Unlock actionable insights with Syft Analytics
Forecasts summary in Syft Analytics.
Advisory is all about telling a compelling story with data, and we’re giving you the tools to craft that narrative. Xero partners now have access to Syft Analytics with their eligible Xero business plan, at no extra charge. You can now easily analyse client data and communicate your findings with greater clarity and impact.
[Coming soon] Upcoming enhancements to Syft Analytics include improvements to forecasting, advanced reporting, and multi-entity consolidations.
We’re bringing you even more actionable insights through Analytics powered by Syft, a world leader in cloud-based reporting that’s embedded into Xero. Soon, you’ll be able to get a business health score and AI-powered insights that combine your financial information with external data, like website visits.
AI insights in Analytics powered by Syft.
[In beta] Quickly understand a client’s financial health and easily communicate findings with Xero’s new AI-powered insights, currently in beta in the United States.
[Coming soon] Get a complete picture of your client’s business performance by importing external data, like website traffic, and visualising it alongside financial information.
[Coming soon] Easily monitor and advise on key metrics with advanced performance tracking and custom KPIs that provide a clear overall business health score.
Unlock powerful new tools at no extra charge, as eligible Xero business plans in Australia, the US and the UK now have Analytics powered by Syft included.
Supercharge the way you pay and get paid
Keep cash flow steady with progress payments.
Cash flow is the lifeblood of any business, and we want to help you help your clients get paid faster and keep their finances healthy. Xero’s new and enhanced features are designed to supercharge the way they pay and get paid.
[In beta] Keep cash flow steady with progress payments. We have been listening to your feedback and know there are multiple ways businesses operate – from deposits upfront to milestone payments as work progresses. So, we’re working on solutions that give your clients the flexibility to invoice the way their business works.
[Rolling out] Multiple invoices can be paid with one payment on statements, reducing payment delays and simplifying reconciliation.
[Coming soon] Give your brand a boost with professional invoices you–and your clients–can customize with your logo, brand colours, and edit other details like column names. This highly anticipated feature is now available in the US and coming soon to Australia and New Zealand.
These new and enhanced features wouldn’t be possible without your constant feedback and partnership. Thank you for helping us build the future of Xero. We can’t wait to see what you achieve with them.
Ready to share your next big idea? Head over to Xero Product Ideas and let us know what you need. For a deeper dive into these new tools, Xero users can access Xerocon presentations on Xero Central later this month. Simply log in and search for ‘Xerocon’.
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