Plans and What's Included
Every plan includes unlimited users and unlimited transactions. There are no per-seat fees and no per-record fees, so the plan you need depends on which features you use, not how big your team is or how much you invoice.
What drives the choice
| You need | Plan |
|---|---|
| Invoices, repeating invoices, contact sync, field mapping | Basic |
| Quotes as well | Professional |
| Purchase orders as well, bills and credit notes read from Xero | Advanced |
Because pricing isn't usage-based, growth doesn't move you up a plan. Only wanting a new document type does.
Included on every plan
- Unlimited Salesforce users
- Unlimited transactions
- Two-way sync
- Custom field mapping to any Salesforce object
- The migration tool
- Account matching
- One Xero organisation
Additional Xero organisations
Each plan includes one Xero organisation. Additional organisations are AUD $100 per month each.
A second Xero organisation is only needed when you genuinely run separate Xero entities. Extra Salesforce users cost nothing.
Trials
Trials come from the AppExchange and don't need payment details. See Starting and managing a trial.
Once a subscription has been activated or renewed it is non-refundable. To stop a renewal, notify us in writing at least 7 days before the renewal date — see the Terms.
Xero
Real Estate
Equifax