List of Xero Cashbook Customers
Wellington, 6011,
New Zealand
Since 2010, our global team of researchers has been studying Xero Cashbook customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Xero Cashbook for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Xero Cashbook for ERP Financial include: Roberts & Morrow, a Australia based Banking and Financial Services organisation with 160 employees and revenues of $13.0 million, Remarkit Solutions Ltd, a New Zealand based Professional Services organisation with 70 employees and revenues of $4.0 million, Sudburys Ltd, a New Zealand based Banking and Financial Services organisation with 50 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Xero Cashbook, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Xero Cashbook customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Remarkit Solutions Ltd | Professional Services | 70 | $4M | New Zealand | Xero | Xero Cashbook | ERP Financial | 2007 | n/a |
In 2007, Remarkit Solutions Ltd deployed Xero Cashbook as its ERP Financial application to centralize core invoicing and accounts functions. The implementation positioned Xero Cashbook as the financial ledger for the company, handling invoicing and accounts workflows alongside tax and GST compliance for the New Zealand entity.
The deployment configured Xero Cashbook to support cashbook processing, coding and purchase order tracking, payroll cost capture, accrual accounting and bank reconciliation, with performance reports generated from the system for month end review. Configuration emphasized standard ERP Financial functionality including invoice management, GST mapping, payroll posting to the ledger, accrual schedules and reconciliation routines, and recruiting related costs were recorded through payroll and accrual entries. Operational coverage focused on finance and HR workflows within Remarkit Solutions Ltd in New Zealand, and the Xero Cashbook instance served as the central financial application for accounts payable, accounts receivable and reconciliations.
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Roberts & Morrow | Banking and Financial Services | 160 | $13M | Australia | Xero | Xero Cashbook | ERP Financial | 2016 | n/a |
In 2016, Roberts & Morrow implemented Xero Cashbook as an ERP Financial application to centralize cash management and reporting workflows for its accounting practice. The initial deployment emphasized cashbook ledger consolidation, bank reconciliation, and standardized financial report generation across client engagements.
Xero Cashbook was configured to handle cashbook ledger entries, automated bank reconciliation, adjustment posting, and templated report generation. The implementation ingested and normalized transactional data from client accounting systems including MYOB AccountRight Live, MYOB Essentials, Reckon, QuickBooks, Xero, Cashbook Plus, Phoenix, and BankLink to produce consolidated reports and client adjustments.
Operational scope covered the firm’s accounting and client services teams, centralizing processes for producing client adjustments and compliance-ready reports. Governance measures were applied through standardized chart of accounts mapping, reconciliation workflows, and permissioned user access to ensure auditability and traceability of adjustments.
Rollout was organized around client-by-client data onboarding and report templating, aligning disparate client software outputs into Xero Cashbook reporting and adjustment workflows. The implementation positioned Xero Cashbook as the primary ERP Financial ledger for cash transactions and client reporting within the firm.
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Sudburys Ltd | Banking and Financial Services | 50 | $3M | New Zealand | Xero | Xero Cashbook | ERP Financial | 2015 | n/a |
In 2015 Sudburys Ltd implemented Xero Cashbook as its core accounting application. The deployment positioned Xero Cashbook within an ERP Financial approach to centralize transaction recording for the company’s New Zealand operations and for an organization of roughly 50 employees.
The implementation configured Xero Cashbook to deliver core cashbook ledger functions alongside explicit Accounts Payable and Accounts Receivable capabilities, covering invoice management, payments posting, receipts processing and bank reconciliation workflows. Configuration and build emphasized a cloud hosted SaaS deployment model, chart of accounts alignment, and standard recurring transaction patterns consistent with small business ERP Financial practices.
Operational scope concentrated on the finance and accounting function, with the finance team operating Xero Cashbook for day to day cash management and bookkeeping. Governance focused on centralized bookkeeping workflows and month end reconciliation cycles to standardize AP and AR processes across Sudburys Ltd.
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