Unlock the Full Power of Your Xero

Most businesses use less than half of Xero's features. We audit how you are using features like Invoicing, Bank Reconciliations, Reporting, Payroll and Integrations - and make high impact changes supported by team training.

Our Process

Simple 4-step process with guaranteed results

Audit Icon

1. Audit

We review your current Xero setup and find wasted spend & missed opportunities.

Implementation Icon

2. Implementation

We configure Xero properly, automate processes, and set up integrations.

Training Icon

3. Training

We provide clear SOPs, recorded sessions, and resources to upskill your team.

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4. Support

We're on hand to answer questions and fine-tune as you grow.

Discovery

We audit how your team is using Xero, and identify three high priority improvements with your configuration or business practices that will result in an immediate financial benefit.

Xero Health Check

Areas Considered:

  • Review Xero Plan
  • Settings & Setup
  • Users & Security
  • Dashboard & Cashflow Visibility
  • Quotes & Invoices
  • Accounts Payable
  • Bank Feeds
  • Bank Reconciliation & Bank Rules
  • Chart of Accounts
  • Custom Reports
  • Employee Setup
  • Payroll & Timesheets
  • STP, BAS & Superannuation
  • Contact Management
  • Payment Integrations
  • CRM Integrations
  • Timesheet & Rostering Integrations
  • Bookkeeping Practices
  • Audit Logs & Visibility

Xero Success Story

Real results for your business

Unlock Xero

What's Included:

  • Audit
  • Implement high-impact changes
  • Training
  • Support

Past Outcomes Achieved:

  • Streamlined receptionist tasks
  • Reduced bookkeeper hours
  • Improved cashflow visibility
  • Reduction of mistakes
  • Faster accounts submissions
  • Less time chasing payments
  • Easier compliance
  • Reduced manual data entry
$2,995 USD
4 weeks

"They reviewed our processes and configured Xero to reduce bookkeeping to 30 minutes per week"
- Tech Agency, Australia

Frequently Asked Questions

Everything you need to know about our Xero services

How much does Xero configuration cost?

Our Xero service is a $2,995 USD fixed-price package. This includes comprehensive audit, implementation, training, and 4 weeks of support. Optional ongoing support packages start at $500/month.

Please note: This is not tax advice. We recommend consulting with your accountant for tax-related matters.

How long does a typical Xero project take?

Our standard Xero project runs for about 4 weeks:

  • Week 1: Audit & discovery
  • Weeks 2–3: Implementation (high-impact changes)
  • Week 4: Training & SOP delivery

Are you Xero certified?

Yes, we are Xero Certified Advisors. This ensures you're working with authorised experts who know Xero inside and out and can provide the highest level of service and support.

What if you can't improve my Xero setup?

We only take on Xero projects where we're confident we can deliver measurable value. If we can't demonstrate ROI in your Xero setup, we'll be upfront — and you won't pay a cent. That's backed by our 100% money-back guarantee.

Do you work with businesses outside Australia?

Yes, we work with businesses globally. All services are delivered onshore from our offices in Sydney, Australia and the UK. We're experienced with international Xero setups and multi-currency configurations.

Why Choose Optimise Software for Xero

Trusted Xero experts with proven results

Xero Certified Advisors
Sydney & UK offices
50+ years combined experience
100% money-back guarantee
Business meeting

Ready to Unlock Your Xero?

Book your free 30-minute Xero Health Check today

Email

hello@optimise.software

Website

optimise.software

Locations

Sydney, Australia & UK