The Xero navigation and homepage experience is about to get significantly better – designed to deliver key business performance insights and actions at a glance. As a valued partner, you’re invited to try it first with a new prototype, built especially for you.
The prototype is available only to partners this week, before we share it with all customers next week so your clients can also get prepared.
Built for you, with you
The new Xero experience is evolving in collaboration with over 30,000 beta testers. We’re listening to every piece of feedback - from what you love, to where we can improve - and are making continuous refinements to the final experience.
“Can I get this beta experience for all my clients?” Tony, Partner, Australia
“Loving the new layout which will be much easier for our clients to understand.” Penny, Partner, United Kingdom
What's changing and why it matters to you:
- Get to your next task faster with the new navigation
Designed to help you flow from one task to the next with simpler labels and logical groupings.

- Insights at a glance on the new homepage (previously dashboard). A clear view of each clients’ business performance, cash flow and important tasks at a glance. You'll see new widgets for daily tasks, recently paid invoices, and profit & loss, alongside enhanced versions of your current favourites.

What’s next?
- Now: Try the prototype and share your feedback
- September: Navigation launches to all customers
- Following months: Homepage experience starts to roll out
- Ongoing: Additional training resources and support materials will be provided
We aim to ensure this transition strengthens your client relationships and enhances your practice efficiency. Your partnership and loyalty have been instrumental in creating this improved experience – and your continued ideas will help us refine it before it reaches every Xero user.