Xero has officially launched the beta version of its new navigation and homepage — a major milestone in its journey toward a more intuitive, AI-powered accounting experience. This reimagined Xero is designed to give users instant access to key business insights, making it easier to monitor performance, manage tasks, and take action quickly. With streamlined navigation and enhanced data visibility, Xero’s goal is simple to help businesses see their financial health at a glance and save valuable time. In this blog, we will explore what’s new in Xero’s latest update and how these improvements empower business owners, accountants, and bookkeepers to work more efficiently than ever.
Key Summary
Faster Navigation
Xero’s new layout makes it easier to find tools and complete tasks with fewer clicks.
Quick Insights
Updated widgets show cash flow, profit, and key tasks in real time.
User-Driven Design
Co-created with small businesses and accountants for better usability.
Custom Dashboards
Personalize widgets and data to match your business needs.
Expert Support
FastLane Group helps with Xero setup, training, and ongoing support.
Built For You, With You: Co-Creation with Users
The new Xero navigation and homepage were co-created with nearly 3,000 users including small business owners, accountants, and bookkeepers from around the world. This collaborative approach ensured that every design decision was shaped by real-world feedback, addressing what users truly need to manage their finances more efficiently. By listening to common pain points and user insights, Xero refined its platform to be more practical, intuitive, and insights-driven. The result is a modernized interface that not only enhances usability but also empowers businesses to focus on meaningful work, not manual tasks. Through continuous feedback and testing, Xero continues to evolve alongside its community, building a platform that grows with your business needs.
Read: 2025 Comprehensive Guide to Xero Accounting Software
Simpler Navigation: Find What You Need, Faster
Xero’s new navigation has been redesigned to make managing your business simpler, smarter, and faster. With streamlined navigation labels and intuitive task grouping, users can now move seamlessly between key areas like invoices, reports, and banking without getting lost in complex menus. The new layout ensures that everyday accounting tasks are easier to locate, reducing clicks and boosting productivity.
The enhanced right-hand panel adds even more convenience by giving you quick access to everything you need in one place from notifications and search to help resources and JAX, Xero’s AI-powered business assistant. Whether you’re looking for data insights, need instant support, or want to take quick actions, everything is just one click away.
These updates are designed with efficiency in mind, helping users save valuable time, minimize friction, and get more done within Xero. The result is a smoother, more intuitive experience that keeps your focus where it matters most: managing and growing your business.
Dynamic New Homepage
The redesigned Xero homepage is now your all-in-one hub for business management, giving you instant visibility into your financial health the moment you log in. With a modern, insights-driven layout, it’s easier than ever to stay on top of priorities, track performance, and take action fast.
At the heart of this upgrade are new and improved widgets that bring your most important data to the forefront:
- Task List: Stay focused on what matters most. This widget helps you easily identify and act on key tasks, such as following up on overdue invoices or paying upcoming bills.
- Recently Paid Invoices: Keep an eye on your cash flow in real time, with a snapshot of the latest payments received — no need to dig through multiple reports.
- Net Profit and Loss: Instantly see how your business is performing financially with a concise overview of profits and expenses, helping you make informed decisions faster.
Xero has also enhanced the chart of accounts watchlist, offering a deeper level of insight to help you monitor your monthly budget and track performance trends with accuracy. Plus, every business operates differently, which is why the new homepage is fully customisable, allowing you to display the figures, widgets, and insights most relevant to your goals.
By combining intelligent data presentation with personalisation, the new Xero homepage empowers business owners to make timely, data-driven decisions, streamline their workflow, and manage their finances with greater confidence and control.
Read: What’s New in Xero: 2025 Product & Feature Update Guide
What’s Next: Beta Access And Future Improvement
Xero’s new navigation and homepage experience is currently being rolled out in beta to a select group of users who will get early access to explore and test the reimagined platform. Beta participants can log in and experience the redesigned interface firsthand providing valuable feedback that will shape Xero’s future improvements.
For those not yet part of the beta, Xero will soon release an interactive prototype on its official page, allowing users to preview the new design and explore its capabilities before the full rollout. Business owners and advisors who want to play a role in shaping upcoming updates can join Xero’s research panel, gaining opportunities to participate in studies, share insights, and get early access to new features.
Xero’s development process is driven by continuous collaboration and real user feedback. Over the coming months, input from beta testers will guide refinements and enhancements to ensure the final version delivers a seamless, user-friendly experience. This iterative approach reflects Xero’s ongoing commitment to building tools that evolve with your business, ensuring every improvement helps you save time, work smarter, and stay in control of your finances.
Read: A Guide To Xero For Small and Medium Businesses 2025
Benefits For Small Businesses And Accountants
The reimagined Xero experience brings major improvements designed to help small businesses and accountants save time, gain deeper insights, and collaborate more effectively. With its simplified navigation and dynamic homepage, Xero makes financial management easier than ever.
1. Save Time on Bookkeeping and Financial Tracking
Xero’s new layout helps users find what they need faster and complete daily accounting tasks with fewer clicks. From managing invoices to tracking expenses, everything is more accessible, saving valuable time that can be redirected toward growing your business.
2. Smarter, Data-Driven Decisions
With real-time financial insights, small business owners can now see key data at a glance. Customisable widgets like:
- Net Profit and Loss: Instantly view financial performance without running reports.
- Task List: Stay on top of urgent tasks like unpaid bills or pending invoices.
- Recently Paid Invoices: Monitor incoming cash flow in real time.
These insights help you make timely, informed business decisions and maintain a clear picture of your company’s financial health.
3. Customisable Dashboards for Every Business
Every business operates differently and Xero understands that. The new customisable homepage allows you to personalise widgets, arrange data displays, and focus on the figures that matter most to your goals.
4. Stronger Collaboration Between Accountants and Business Owners
The updated Xero interface enhances collaboration between accountants, bookkeepers, and business owners. With shared access to real-time financial data, teams can communicate more efficiently, resolve issues faster, and make confident strategic decisions together.
7. Conclusion: Preparing for the Future of Xero
The new Xero navigation and homepage mark an exciting step forward for small businesses and accountants. More than just a design update, this reimagined experience delivers faster access to insights, better task management, and greater flexibility in how you view your financial data.
As Xero continues to refine its beta, users can look forward to a platform that’s more intuitive, data-driven, and built for collaboration. Whether you’re managing daily bookkeeping or analyzing performance trends, the updated Xero interface helps you work smarter and make decisions with confidence.
Stay tuned for future updates — or join the Xero beta program to explore the new features firsthand and experience the future of cloud accounting before its full rollout.
Read: Guide to Xero’s Refreshed Navigation 2025
How FastLane Group Can Help
At FastLane Group, we are a certified Xero Platinum Partner dedicated to helping businesses across Hong Kong and beyond harness the full potential of Xero. Our experts can support you every step of the way — from Xero setup and migration to custom training, integration, and ongoing accounting support. Let our team help you streamline your financial processes, improve reporting accuracy, and fully leverage the new Xero experience to grow your business efficiently. Contact us today to maximize the impact of Xero’s 2025 updates on your business.
