Meet Xero Coaches: Free Onboarding support for your first 90 days

Getting started with accounting software should feel like a turning point for your business, but we know the early days can feel like a high-stakes hurdle while you’re already juggling everything else. 

Whether it’s the technical heavy lifting of importing historical data from a previous tool, the precision required to connect your bank feeds, or simply learning how to navigate new features, a little guidance at the right time can make all the difference.

That’s why we’re launching Xero Coaches in the U.S. – a new program designed to help eligible new small business customers get up and running with more confidence from the start. Available throughout your first 90 days of a new U.S. Xero subscription, Xero Coaches offers one-on-one onboarding support to help you set up your Xero account and streamline your financial workflows to get started on your journey with confidence.

Support that meets you at the start

Xero has evolved far beyond traditional accounting. It is now a one-stop shop where you can pay your vendors and employees, send invoices to get paid faster, and unlock real-time cash flow insights—all perfectly synced in one place. 

Through premium onboarding support, Xero Coaches help you navigate setup challenges and provide practical product training so you can start using the one-stop shop that’s at your fingertips. That support can include things like:

• Getting set up: Connecting bank feeds and ensuring your data is flowing correctly.
• Workflow training: Mastering the essentials of paying vendors, managing payroll, and sending invoices.
• Ecosystem navigation: Finding the right apps and tools in our ecosystem to fit your specific business needs.

Xero Coaches is specifically tailored for those starting their journey independently, so instead of navigating a new ecosystem alone, you have the guidance to help you get oriented and use the platform more effectively. Our goal is to help you build a solid foundation from day one, ensuring your data is organized and your workflows are clean and you are perfectly positioned to get the most out of working with an accountant or bookkeeper when the time is right. 

When you are ready for that next step, we can help connect you to thousands of Xero-certified accountants and bookkeepers through our Xero Advisor Directory.  

Building momentum from day one

Technology is most powerful when it’s approachable — and the power of a comprehensive financial operating system is most effective when you have clarity from day one. That’s why Xero Coaches is built around the reality that more capability deserves more guidance.

By combining an all-in-one financial platform with expert human support, Xero Coaches is our way of making sure no small business has to start their journey in the dark and we help you unlock value faster.  

Ready to get started?

Sign up for Xero today so you can get setup faster the first time with a Xero Coach.