Xero Free Trial 2024 → 30 Days (No Credit Card)
Xero offers a 30-day free trial for new users. Even businesses can save up to $228 over three months on their accounting software needs.
While there is not a permanent free plan, this combination of a free trial and a substantial 95% discount on paid plans offers the best for new and existing users. This offer makes Xero an attractive platform for small businesses, sole traders, and growing companies looking to streamline their accounting processes.
In this article, we’ll discuss all about Xero Free Trial, from signing up to claiming it, with its features, limitations, available plans, and how to maximize your trial period.
Xero Free Trial: 2024 Overview
Xero’s free trial for a month provides businesses with a risk-free opportunity to explore their accounting software. For 30 days, users get unrestricted access to features within their chosen plan tier, whether it’s the Early, Growing, or Established plan.
| Trial Length | 30 days |
| Free Plan | No |
| Credit Card Requirement | No |
| Best For | Small to medium-sized businesses |
During this trial period, you’ll have access to the full Xero features, allowing you to experience the platform’s true potential firsthand.
New users can start with the free trial without any constraint, as Xero does not require credit card information. This makes it an ideal opportunity to evaluate the platform thoroughly.
Getting Started With The Xero Free Trial
Claiming the 30-day Xero free trial is a straightforward process that can be completed in a few simple steps. Here’s a step-by-step guide to getting you started:
Step 1: Visit the Xero official website and go to the “Pricing” section.
Step 2: Click on the “Try Xero for free” button from the top right corner.
Step 3: Create a new Xero account by entering your name, email, phone number, and location. Xero will send you a confirmation email.
Step 4: Click on the confirmation link to verify your email address. You will be redirected to the official website.
Step 5. Add your business information and click “Start Trial.”
Once you’ve completed these steps, you’ll have full access to the Xero platform, allowing you to explore its features and functionalities at your own pace.
Maximizing The Benefits Of The Xero Free Trial
The Xero 30-day free trial offers many benefits that can significantly enhance your financial management processes and empower your business growth.
- Complete Organization Setup: Set up your company profile, tax settings, and chart of accounts immediately after starting your trial. This ensures you experience the platform as it would function in real-world use.
- Import Historical Data: Use Xero’s data import tools to transfer previous accounting records, customer information, and supplier details for a comprehensive view of your business finances.
- Bank Integration Testing: Connect your business bank accounts to test automatic transaction imports and reconciliation features. This helps evaluate how well Xero streamlines daily bookkeeping tasks.
- Invoice Customization: Create and customize professional invoice templates with your branding. Test different formats and send sample invoices to understand the billing workflow.
- Hubdoc Integration: Explore the Hubdoc feature to automate receipt and bill capture. Test how effectively it processes documents and integrates with your accounting workflow.
- Mobile App Functionality: Download and test Xero’s mobile app to manage your business on the go. Try features like receipt scanning, invoice creation, and account reconciliation from your smartphone.
- Reporting Capabilities: Generate various financial reports to understand the depth of Xero’s analytical tools.
- User Access Management Set up multiple users with different permission levels to test how well Xero handles team collaboration and access control for your business.
- Integration Testing: If you use other business tools, test Xero’s integration capabilities with popular platforms to ensure smooth workflow connectivity.
Limitations Of The Xero Free Trial
While the Xero free trial offers a remarkable opportunity to experience the software’s capabilities, it’s important to be aware of the following limitations:
- Potential restrictions on certain advanced features: During the Xero trial, you may have limited access to some of the more advanced features or functions.
- No data carryover if you decide to purchase a subscription: If you decide to continue with a paid Xero subscription after the trial, any data entered during the trial period may not be carried over, requiring you to re-enter or import your information.
Xero Subscription Plans And Pricing
Xero offers a wide range of subscription plans to cater to the diverse needs of businesses. Here’s an overview of the available options:
| Xero Plan | Monthly Price |
|---|---|
| Early | $0.75 /month |
| Growing | $2.35 /month |
| Established | $4 /month |
Let’s take a closer look at each Xero Plan;
1. Early Plan
It is perfect for solo entrepreneurs and startups; the Early plan includes essential features like sending up to 20 invoices, entering 5 bills monthly, and basic expense tracking.
It comes with Hubdoc integration, bank reconciliation, and fundamental reporting tools. This plan is ideal for businesses just beginning their financial management journey.
2. Growing Plan
This plan is designed for expanding small businesses. It removes invoice and bill limitations while adding comprehensive features.
You get full accounts payable and receivable capabilities, advanced reporting, and detailed financial management tools. This plan offers the best value for most small to medium-sized businesses.
3. Established Plan
It is tailored for larger businesses and those with complex needs. The Established plan includes everything in Growing plus advanced features like multi-currency support, expense claims, and project tracking.
It’s ideal for businesses managing multiple projects, dealing with international transactions, or requiring sophisticated financial controls.
Is Xero Discount Available?
The Xero platform is currently running an exceptional promotion for new US-based customers. For the first three months, all plan tiers are offered at a 95% discount.
Users can use the code 953USNOVIPP during checkout. Until November 29, 2024 (11:59 PM PST), businesses can access premium accounting features at a fraction of the regular cost.
This exclusive offer reduces the Established plan to just $4/ month from $80/month, making it an ideal time to transition to professional accounting software.
Is Xero Free Trial Worth It?
The 30-day free trial provides access to Xero’s features, making it an excellent opportunity to evaluate the platform’s suitability for your business.
Also, combined with the 95% discount offer, it presents a low-risk way to implement professional accounting software in your organization.
Conclusion: Xero Offers 30 Day Free Trial For All New Users
Xero is a compelling choice for businesses seeking professional accounting software, offering a risk-free 30-day trial and an exceptional 95% discount for the first three months.
Although there is no permanent free plan, new US-based organizations can effectively test the platform’s full capabilities without any upfront investment with Xero free trial.
Startups or established businesses can take advantage of this current offer and the 30-day free trial to experience how modern accounting software can enhance financial management.
FAQs
Why do I need to provide my Xero credit card details for a free trial?
While no payment is required during the free trial, Xero does require a credit card to be on file to prevent unauthorized use of the platform after the trial period ends.
Does Xero automatically convert my free trial to a paid subscription?
Your Xero free trial will automatically convert to a paid subscription at the end of the 30-day trial period unless you cancel it.
Can I cancel my free trial before its completion?
You can cancel your Xero free trial at any time before the 30-day period ends.
What happens after the Xero free trial ends?
After the Xero trial, you’ll need to choose a paid plan to continue using Xero, but you’ll still get the 95% discount for the first 3 months.
Can existing Xero users claim the 95% discount?
The 95% discount is exclusively for new US-based organizations joining Xero. Current users aren’t eligible for this promotional offer, as it’s designed to welcome new customers.
Is there a limit to features during the Xero free trial?
During your 30-day trial, you’ll have complete access to all features within your chosen plan tier: Early, Growing, or Established, with no restrictions or limitations.
