Onboarding support helps small businesses get the most out of Xero in their first 90 days
SAN MATEO, Calif., May 5, 2026 /PRNewswire-PRWeb/ -- Xero, the global small business accounting platform, today announced the launch of Xero Coaches in the U.S., a new program that combines accounting software with expert one-on-one guidance. Provided within the first 90 days of a new US Xero subscription, Xero Coaches provides small businesses with onboarding support and product training to help set up their accounts, streamline financial workflows and get started with confidence.
While digital tools have made running a business more efficient, many business owners still need support getting the most out of the software they use. Xero Coaches enables small business owners early in their journey by connecting them with onboarding specialists for premium support and in-depth product training, helping them get more from Xero and save time from the start. This is designed to complement the critical role accountants and bookkeepers play in helping small businesses understand and manage their finances.
“As Xero continues to deliver more value through its product innovations, we’re excited to introduce dedicated human support to help customers navigate and get the most out of these new features and capabilities,” said Matan Bar, US CEO, Xero. “With Xero Coaches, we’re combining powerful accounting software with human expertise early on in their journey to take the stress out of onboarding and help customers get value from Xero across invoicing, bill pay, payroll, cash flow insights, and more. For accountants and bookkeepers, that means clients who are better informed in Xero, have cleaner data, and are more ready for higher-value advisory conversations.”
A more guided experience for small business owners
Xero Coaches are product onboarding specialists who work with small businesses one-on-one during their first 90 days to help them get started with Xero so they can use the platform more effectively. Through scheduled sessions, Xero Coaches can assist with tasks such as:
- Providing training on how to manage invoices, bills and expenses
Sessions include a booked virtual call designed to help customers address common challenges and leave with clear next steps they can implement right away or discuss further with their accounting or bookkeeping advisor.
Providing training on how to manage invoices, bills and expenses
The launch of Xero Coaches reflects a broader shift as Xero evolves from traditional accounting software into a AI-native financial operating system where businesses can manage their operations and cash flow with greater clarity and confidence, supported by both smart tools and human guidance.
“Small businesses are up against an increasingly complex financial landscape making access to trusted experts more important than ever. Helping business owners onboard more confidently is one more way Xero is investing in the success of its customers and the wider advisor community.” Bar added.
Xero Coaches is available to eligible U.S. customers in the first 90 days and is included with their existing subscription. Learn more here.
About Xero
Xero is a global small business platform that helps customers supercharge their business by bringing together the most important small business tools, including accounting, payroll and payments — on one platform. Xero's powerful platform helps customers automate routine tasks, get timely insights, and connects them with their data, their apps, and their accountant or bookkeeper so they can focus on what really matters. Trusted by millions of small businesses and accountants and bookkeepers globally, Xero makes life better for people in small business, their advisors, and communities around the world. For further information, please visit xero.com.
Media Contact
Rola Tfaili, Xero, 1 (613) 255 0991, [email protected]
SOURCE Xero
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