Xero is one of the most popular cloud-based accounting software platforms used by small businesses, accountants, and bookkeepers around the world. Known for its intuitive design, automation features, and ease of use, Xero offers a comprehensive suite of tools for managing finances efficiently. Whether you’re a business owner looking to streamline your invoicing or an accountant managing multiple clients, trying Xero is easier than ever thanks to its 30-day free trial.
TLDR: Xero offers a 30-day free trial that allows users to explore all its features without entering payment details. Signing up is a straightforward process that includes creating an account and selecting the plan you’d like to test. Users can cancel anytime within the 30 days without any charge. It’s a risk-free way to see if Xero is the right fit for your business needs.
Why Try Xero?
Xero provides tools that simplify financial tasks and improve accuracy. Here are some of the top reasons professionals choose to use Xero:
- Real-time financial dashboard: Monitor your cash flow, invoices, and expenses all in one place.
- Automated bank feeds: Automatically import transactions from your bank, PayPal, or Stripe.
- Customizable invoices: Create professional, branded invoices and schedule automatic follow-ups.
- Multi-currency support: Ideal for international businesses dealing with global clients or suppliers.
- Integrations with over 1,000 apps: Expand functionality via integrations with tools like HubSpot, Shopify, and Gusto.
Before committing to a paid plan, the 30-day free trial allows potential users to fully explore the software, test its features, and ensure it meets their specific accounting needs.
Step-by-Step Guide: How to Get the Xero 30-Day Free Trial
Step 1: Visit the Xero Website
Start by going to the official Xero website at www.xero.com. Once you’re there, you’ll see a prominent offer for their free trial on the homepage. Click on the “Try Xero for free” button.
Step 2: Enter Your Details
To sign up, you’ll need to provide some basic information. This includes:
- Full Name
- Email Address
- Phone Number (optional)
- Your Country
- Password (create a secure one)
Agree to the terms and conditions, then click on “Get Started”. Your trial account will be created instantly.
Step 3: Confirm Your Email
In order to activate your account, you will need to confirm your email address. Check your inbox for a verification email from Xero. Click on the confirmation link inside the email to complete this step.
Step 4: Set Up Your Organization
After verifying your email, Xero will ask you to set up your first organization. Enter the name of your business, the industry you operate in, and the country where your business is located. You’ll also be prompted to select your time zone and preferred currency.
Step 5: Explore Xero’s Features
Once your organization is set up, you’ll gain immediate access to your dashboard. You can begin exploring features such as:
- Adding bank accounts
- Creating and sending invoices
- Setting up payroll (if available in your region)
- Reconciling transactions
- Generating financial reports
What to Keep in Mind During the Free Trial
While Xero’s free trial provides full access to most features, there are a few things to remember:
- No credit card required: You’re not asked to input billing details upfront.
- Unlimited usage: Use all features including invoices, reports, and integrations without restriction.
- Time-limited: The trial lasts exactly 30 days, so it’s a good idea to explore thoroughly and take notes.
- Customer support: Access to customer service and community forums is available even during the trial.
This trial is particularly helpful for first-time users who are unfamiliar with accounting software or among those transitioning from another platform like QuickBooks or FreshBooks.
What Happens After the Trial Ends?
When the 30-day trial is over, your account will be downgraded unless you choose a paid subscription. Here’s how to proceed:
- Select a plan: Choose from Xero’s pricing tiers based on your need (Starter, Standard, or Premium).
- Enter payment details: Add a valid credit or debit card.
- Continue uninterrupted access: Your data and preferences will carry over smoothly into the paid account.
If you decide not to continue, you can let the trial expire. Your data will remain saved for a limited period in case you decide to reactivate your account later.
Tips for Maximizing the Free Trial
To get the most from your Xero 30-day trial:
- Import real data: Add real bank transactions and invoices to test how the system works.
- Connect external apps: Try integrations such as payment gateways or CRM tools.
- Invite your accountant: Give access to a financial advisor or CPA to evaluate the software for business needs.
- Use the mobile app: Download Xero’s mobile app to track finances on the go.
- Attend free webinars: Xero offers live and recorded demos during your trial period.
Trying Xero with all the features on hand provides a well-rounded experience that helps in deciding whether to make the purchase.
Conclusion
The Xero 30-day free trial is a risk-free opportunity for small business owners and accountants to try one of the most powerful cloud-based accounting platforms available. With easy signup, no payment required, and immediate access to professional features, Xero makes it simple to explore what modern accounting software can offer. By the end of the trial, most users have a clear idea whether Xero fits their business goals.
Frequently Asked Questions (FAQ)
- Do I need a credit card to sign up for the Xero free trial?
- No, Xero does not require credit card information to start your 30-day trial.
- Can I use all the features during the trial?
- Yes, the trial gives you full access to all features based on the plan you’re testing, including invoices, bank feeds, and reporting tools.
- What happens to my data after the trial ends?
- If you don’t upgrade to a paid plan, your data is stored for a short period, allowing you to retain your setup if you choose to subscribe later.
- Can I cancel the trial before it ends?
- Yes, you can choose to cancel or let it expire without any obligation or charges.
- Is support included during the trial?
- Yes, users can access Xero’s customer support and community resources during the trial period.