Wise Advice is a Xero Certified Advisor and Xero Platinum Partner.

We are experts in setting you up and showing you how to work on the world’s easiest accounting system.



What is Xero?

  • Xero is an easy to use but powerful online accounting system that’s designed specifically for small businesses.
  • Xero provides a view of financial information in real-time. There’s no need to buy expensive software and install upgrades. Xero is available on your PC or Mac in the office, at home or on popular mobile devices – anywhere, anytime.
  • Xero automatically imports your bank statements daily so you can keep abreast of your cash-flow. Xero has a full suite of accounting features such as invoicing, accounts payable, expense claims, GST, tax returns, reporting and much more.
  • The beauty of Xero is you can invite a number of trusted people such as us, your accountants, to collaborate online.  No more cumbersome transfer of data that can be corrupted or is out-of-date.
  • To find out more go to www.xero.com where you can try Xero for free.

Why We Partner With Xero

  • Xero is designed to help you better manage your business, with a real-time view of your cash-flow.
  • Xero’s intuitive design and functionality make accounting accessible for both experts (accountants) and non-experts (small business owners).
  • With your permission, you the client and we your advisers, can collaborate online. No need to send large out-of-date files back and forth, or for either party to upgrade software to be compatible with the other.
  • Xero is constantly evolving and relies on direct feedback from business owners and accountants to deliver what they need.
  • We believe in offering our clients solutions that are suitable and cost-effective. Xero is that solution.

An online accounting system, Xero gives you and your advisers easy access to your bank transactions, invoices, reports, even your GST.

At a glance, the Xero dashboard gives you:

  • A summary of all your bank account details and balances.
  • Visible record of how much money you have coming in and going out.
  • Outstanding staff expense claims.
  • The ability to drill down to see transaction details.

Manage your banking and billing with ease

Xero’s intuitive invoice entry means you can enter your invoices quickly and efficiently, whether you are creating an invoice for one or many items.

  • You can create a schedule to automatically generate invoices on a regular basis, saving you the time and hassle of entering the invoice manually every month.
  • You can email formatted invoices directly to customers from within Xero and you can choose to email a copy to yourself.

Xero has made bank reconciliation easy and fun. You can automatically import your bank statements into Xero daily, so you don’t waste time downloading and uploading bank files manually.

Keeping on top of payables is easy with Xero

Xero lets you track where your money is going and why. You can:

  • See all your outstanding invoices at a glance.
  • Set up repeating payables invoices for regular suppliers.
  • Approve shared workflow to relieve the business owner.
  • Enter receipts for your expense claims as you collect them, or all in one go.
  • Choose to pay part or all of a claim.  You’ve got all the information about the claim on hand to help make the decision.
  • Approve or decline each receipt in a submitted expense claim. The entire expense claim can then be authorised.

Anywhere, Anytime

Xero is web-based so you can work where you want, when you want.

  • 24/7 access from any internet connection in the world – PC, ac, iPhone, BlackBerry or other windows mobile device.

Xero requires no installation, manual backups, maintenance or additional software. All updates and new features are available to you when you next login.

See how easy Xero accounting software is for yourself:

Unit 4, Level 1/101 Main Highway Ellerslie Auckland 1051, New Zealand
2 King Street Pukekohe New Zealand
8, 49-51 Cherry Street Werribee VIC 3030 Australia
64 9 639 1004 / 0800 30 40 40