As a small business owner, you’re constantly told that data is your greatest asset. But in my conversations with entrepreneurs across the U.S., I hear a different story: data isn’t the problem—it’s the noise. When you’re staring at a screen of numbers while trying to manage a team and serve customers, it’s hard to know which lever to pull.

At Xero, we’ve always believed that software should make your life easier. But I also know that as software becomes more automated and data-rich, the need for human context doesn’t go away—it actually becomes more important.

That’s why I’m so excited to introduce Xero Coaches. Included within the first 90 days of a new U.S. Xero subscription, Xero Coaches provides small businesses with onboarding support to help set up their accounts, streamline financial workflows, and gain clearer insight into their ongoing financial performance.

You shouldn’t have to DIY your business clarity

We’ve built Xero to be powerful, and we’ve built JAX—our AI financial superagent—to give you instant answers. But sometimes, you just need a real person to help you connect the dots.

We don’t want our customers to feel like they’re just “doing the books” in a vacuum. We want you to have a dedicated partner who helps you move past the guesswork and straight into a rhythm where you’re using our tools to drive growth. 

Xero Coaches are product onboarding specialists—U.S.-based experts who work one-on-one with small businesses during their first 90 days with Xero to ensure your data is clean and your workflows are streamlined from day one.

What we’ll tackle together

We’ve designed this program to focus on the things that usually keep you up at night during those first 90 days. When you book a one-on-one virtual session, we’re going to help you move from “I’ll do the books later” to a dashboard you can actually run your business on.

Together, we’ll work to:

• Sync your world: We’ll help get your bank feeds connected correctly the first time so your data is always fresh.
• Find your flow: We’ll set up invoices and bill payments so you’re getting paid faster and staying on top of expenses without the manual grind.
• Understand the “So What?”: We’ll translate those financial reports into plain language so you can monitor your cash flow with confidence.
• Build your toolkit: We’ll find the specific apps in our ecosystem that will save you the most time in your specific industry.

This hands-on guidance is designed to complement the critical role your accountant and bookkeeper plays in helping you understand and manage your finances. It gives you practical, early support so you can make the most of Xero between meetings with your advisor.

The best of both worlds: AI + Human Insight

The launch of Xero Coaches represents a shift in how we support you. By pairing the speed of JAX with the empathy and experience of a human coach, we’re helping you build stronger financial habits.

Our goal is for you to stop guessing and start seeing your whole business clearly. We want to remove the friction of setup so you can focus on the reason you started your business in the first place.

Ready to get started?

Sign up for Xero today so you can get setup faster the first time with a Xero Coach.