Xero integrated with Sharesight Helps Your Manage your Money

We've partnered with the best Accounting System - Xero, and the best Investment Reporting System - Sharesight, to bring you a comprehensive investment, tax and accounting system and all for only $34.50 a month ^* (no that's not a misprint only $34.50 a month, including gst).

This system has already saved us hours and hours and now we can offer it to you. Free up your time for things you love doing and save yourself from much of the drudgery of reconciling and reporting investment income. This system is Faster, Cheaper and more Accurate, what else do you need?

• Xero Cashbook - Helps YOU look after your bank accounts:

  • direct data feeds from your bank

  • allows you to easily reconcile your bank account

  • allocate income and expenses to categories

  • prepare budgets and accounts

  • facilitates easy tax reporting

• Sharesight - Helps YOU Look after your investments:

  • automatic pricing of listed securities and managed funds

  • automatic transaction feeds from sharebrokers

  • automatic estimates of income from investments

  • Investment Reports

With Xero Cashbook integrated with Sharesight you have a comprehensive investment reporting, tax and cash accounting solution

Because the two systems are integrated it is very easy for you to reconcile your investment transactions to your bank account and prepare your own accurate reports from which to prepare your tax return or allow your accountant, or someone else you trust, to prepare them for you.

You use Sharesight to look after your investments, analyse performance and gather research whilst using Xero to look after your all you bank accounts -  and if you need it simple cash accounting.

You can get started from as little as $34.50 a month for both (saving $5.50 on individual subscriptions). Or $20.00 per month for either Sharesight Single Portfolio or Xero Non GST Cashbook on their own. All prices including gst.

email This email address is being protected from spambots. You need JavaScript enabled to view it. to get your Sharesight and Xero integration

or call Andrew Parkinson on 07 578 3863 during business hours.

• You're Not Locked in.

  • You can cancel at any time, no catches, no penalties.
  • You can download all your transactions in a generic format for use in other systems.
    
    

• You are In Control.

  • You can transfer your Sharesight and/or Xero subscriptions and all your data to another provider at any time if you want to.
  • You can allow anyone you like to access your account with various degrees of functionality - read only, or read and edit, or full control.
    
    

• Its Safe and Secure

  • These are reporting systems, they can't "do" anything to your money or investment. No one can use them to steal or spend your money or buy or sell your investments they only report what's already happened.
  • The data is stored online in secure facilities that are constantly being backed up so you wont lose all your data if our computer breaks down.
  • Neither system has ever been hacked or compromised in any way (as at 4 April 2025).

If you already have Xero Cashbook through your accountant you can just open a Sharesight account. If you already have a Sharesight account you can just open a Xero Cashbook Account. You can leave the other where it is or arrange to have them transferred to us.

This is a stand alone service independent of the financial advice services of Bay Financial Partners Limited and open to almost anyone, you can use pretty much any adviser, broker or bank you like.

We specialise in integrating Sharesight and Xero Cashbook to provide investors with a full investment reporting and accounting system.

The basic functionality is "baked in" to the products. We have partner agreements with both providers so we can assist you to get the accounts set up and provide support if you need it.

Save yourself hours of data entry, easily reconcile income received and save yourself money.

Xero is an online accounting package that simplifies your day to day accounting.

The best known Xero product is Xero Business. With direct feeds from your bank accounts and repeating invoices, bills and journals you can automate much of the tedious tasks related to keeping your books in order. We use it ourselves in our own businesses and love it. Xero Business starts from $27.50 a month (excluding GST). But if you have more than 5 bills, invoices or bank account transactions a month you'll need Xero Standard $55.00 a month (excluding GST).

For a long time I wondered why anyone would pay that much, every month for an accounting packing. I had already paid thousands for licences for MYOB and Quickbooks why would I pay more? Then they wanted many hundreds more for "major version upgrades" and I started to getting annoyed so I went looking at alternatives and trialled Xero and thought "yeah it's really pretty good but it's not really saving me any time". Then I linked the bank accounts and it all became clear. I was converted. Xero Business is fantastic.

If you'd like to try it click here to get a free 30 day trial of Xero via their website. I strongly recommend you set up a bank feed straight away, it takes a few days to be activated and until it is you will not truly appreciate the benefits.

Less well know Xero products only available through Xero Partners (like us) are:

• Xero GST Cashbook - a simple version of Xero for small businesses that don't need invoicing but do need to do GST returns .
• Xero Cashbook  - a further simplified version of Xero for those that aren't registered for GST and don't need to do GST returns. Xero Cashbook is particularly good for investors wanting to keep track of their finances, particularly Trusts.

We use Xero Cashbook to provide the integrated Investment Reporting Solution in conjunction with Sharesight.

Sharesight is an online service that you use to record your investments.

• Automatically update your investment portfolio from contract notes sent directly from your broker
• Automated pricing for most listed securities (shares and bonds)
• Automatic estimation and entry of dividends and interest.
• Comprehensive performance reporting
• Comprehensive tax reporting

Read more >> Click here to read more about our integrated Investment Reporting Solution - Xero and Sharesight

Xero is simply the best small business accounting software available.

We use it in our own businesses, for our personal finances and our family trusts.

We can also provide the entry level Xero Cashbook which is only available through Certified Advisors. 

Call Andrew Parkinson to discuss which version is right for you.

Some of us learn better by watching and listening rather than reading. Xero have produced a number of videos which you can view below.