Phoenix - Your AI AssistantXero Projects
Looking for freelance Xero jobs and project work? PeoplePerHour has you covered.
Xero project move
Require an experienced Xero specialist to manage a seamless migration between Xero organizations. Project involves transferring three companies, ensuring accurate migration of charts of accounts, historical transactions, bank reconciliations, payroll data, invoices, and attachments. Successful candidate must demonstrate prior Xero-to-Xero migration experience, meticulous attention to detail, strong reconciliation skills, and ability to validate data integrity post-migration. Deliverables include documented migration plan, completed transfers, reconciliation reports, and resolution of discrepancies.
Small Company Accounts UK
Hi I am looking for a person to help me submit my accounts and vat returns in the UK. Company has not been generating revenue the past year but has about 10 transactions per month have been using xero. If you need anymore information please let me know.
opportunity
Quarterly Invoice Input into Xero - UK BASED
We are looking for someone who can manually upload our purchase and sales invoices to Xero on a quarterly basis. These have to be done manually because not all invoices carry VAT and therefore this element needs amending manually. Last Quarter (Sept-Nov) we had 137 purchase invoices inputs and 234 sales invoices. This would be permanent quarterly job.
Build a Custom work Hub for construction business
APPLICATION INSTRUCTIONS (READ CAREFULLY) To ensure you are not a bot and have actually read this brief, please include the following in your proposal. If these are missing, your proposal will be declined immediately without review. The "Keyword": Start the first line of your proposal with the words "DAMPROOFING HUB UK". Location Confirmation: Confirm that you are physically based in the UK and available for UK-time-zone communication. The "AI-Free" Guarantee: We are looking for a developer who writes clean, custom code or utilises professional-grade low-code platforms (like Caspio, Knack, or Bubble) to save us time and money not someone using AI to generate buggy code they don't understand. Briefly state your tech stack of choice for this. Proof of Work: Provide a link or screenshots of a Job Management or Field Service system you have built previously. Generic portfolio links will be ignored. The Xero Question: Briefly explain one challenge you’ve previously overcome when integrating a custom system with Xero. Note to Chancers: We are looking for a long-term technical partner, not a one-off freelancer. We have a strict vetting process. If you do not have the specific experience requested, please save your credits.
opportunity
Build a Custom Management “Work Hub” for Construction Business
To ensure you are not a bot and have actually read this brief, please include the following in your proposal. If these are missing, your proposal will be declined immediately without review. The "Keyword": Start the first line of your proposal with the words "DAMPROOFING HUB UK". Location Confirmation: Confirm that you are physically based in the UK and available for UK-time-zone communication. The "AI-Free" Guarantee: We are looking for a developer who writes clean, custom code or utilizes professional-grade low-code platforms (like Caspio, Knack, or Bubble) to save us time and money—not someone using AI to generate buggy code they don't understand. Briefly state your tech stack of choice for this. Proof of Work: Provide a link or screenshots of a Job Management or Field Service system you have built previously. Generic portfolio links will be ignored. The Xero Question: Briefly explain one challenge you’ve previously overcome when integrating a custom system with Xero. Note to Chancers: We are looking for a long-term technical partner, not a one-off freelancer. We have a strict vetting process. If you do not have the specific experience requested, please save your credits. I have attached a list of the works required - our website address is www.lancasterdampproofing.co.uk We also would need ongoing support - how would you be able to help with this?
opportunity
Accountant for 18-Month Accounts & CT Tax Filing (Micro-Entity)
Job Description: I am looking for a qualified UK accountant to prepare and file my company's annual accounts and Corporation Tax returns. My business is a UK-based services company, and I use Xero for bookkeeping (all books are up to date). My Situation: Business type: UK services company (micro-entity) Accounting software: Xero (bookkeeping already processed) Period of account: 18 months (due to a recent year-end change) Requires: Two Corporation Tax accounting periods (first 12 months, second 6 months) Profit summary: Profitable in first period, small loss in second period Requirements: Preparation of annual accounts for Companies House Preparation and filing of two CT600 returns with HMRC Claim loss relief to carry back the second period loss against the first period profit What I Need From You: Your fixed fee for this work Confirmation that you hold a current practising certificate with a recognised UK accountancy body (e.g., ACCA, ICAEW, IFA, CIMA, AAT) Confirmation that the loss relief claim is included in your service Any relevant experience with 18-month accounting periods or micro-entity accounts Next Steps: Please message me with your quote and confirm the above. I am happy to share full financial details once we agree on scope and fee. Thank you.
Remote Admin & Accounts Assistant (P/T, Remote)Paid Training
We’re a friendly and growing international company working across superyacht services, sales & brokerage, property development, investments, customer care, and HR. Our team operates across America, Europe, and Australia, and we pride ourselves on maintaining a supportive and collaborative work culture. We’re currently looking for a Remote Admin & Accounts Assistant to help support our day-to-day operations. This is a flexible part-time remote role, and no prior experience is required because we provide full paid training. If you’re organised, reliable, and eager to learn, we’d love to hear from you. What you’ll be helping with: Keeping our databases and records accurate and up to date Tracking purchase orders and supplier deliveries Conducting light research on products and sales data Providing friendly and professional support to our team and partners Assisting with basic HR administrative tasks Joining occasional supplier calls or product demos Supporting general admin duties when needed What we’re looking for: Friendly and professional communication skills Strong attention to detail and good organizational ability Comfortable using Excel (experience with Xero is a bonus but not required) Ability to work independently and meet deadlines Positive attitude and willingness to learn What we offer: Paid training and ongoing support Flexible part-time remote work A supportive international team Opportunity for long-term work and career growth Budget: $12–$22 per hour depending on experience, with flexible hours. How to apply: Send us a short message introducing yourself, your availability, and why you think you’d be a good fit for this role. We look forward to hearing from you!
UK Accounting - Bookkeeping Practice Manager / Consultant
We are building a Practice Management & CRM platform designed specifically for accounting and bookkeeping firms in the UK. We are looking for an experienced Practice Manager, Accountant, Bookkeeper, or Consultant who has worked with UK accounting firms to review the platform and provide feedback based on real-world workflows. What We Need From You • Review our Practice Management & CRM platform • Share feedback on workflows used in UK accounting firms • Suggest improvements based on your practical experience • Provide insights on current tools used in the industry (Karbon, Senta, Pixie, BrightManager, Xero Practice Manager, etc.) • Participate in a 30–60 minute feedback call Ideal Candidate • Current or former Practice Manager in an accounting firm • Accountant or bookkeeper with experience in UK accounting practices • Consultant working with accounting/bookkeeping firms • Familiar with accounting workflows such as VAT returns, payroll, self-assessment, bookkeeping, and year-end accounts • Experience using practice management tools is a strong advantage Project Details • Type: Freelance / Consultation • Duration: 30–60 minute session (with possibility of ongoing feedback) • Compensation: Fixed payment for consultation • Remote work How to Apply Please include the following in your proposal: Your experience working with UK accounting firms Practice management tools you have used (Karbon, Senta, Pixie, etc.) Your role in the firm (Practice Manager, Accountant, Bookkeeper, Consultant, etc.) We are particularly interested in professionals who understand how accounting firms manage clients, tasks, compliance deadlines, and internal workflows.
Past "Xero" Projects
Xero Invoice Template Designer
I am looking for someone experienced with Xero accounting software to design and upload a custom invoice template that looks significantly better than the standard Xero templates. The template must be created so it can be uploaded directly into Xero (DOCX template format) and should maintain full compatibility with Xero’s fields.
One‑Time Xero Setup for UK Healthcare Clinic
I own a small private osteopathy and allied health clinic in the UK (3 clinicians, 2 support staff). I have Xero in place but it has never been properly configured, and I need a one-time setup project rather than ongoing bookkeeping. Specifically, I need someone to: • Configure Xero properly for a UK private healthcare business • Connect Stripe and GoCardless for automatic reconciliation • Set up Xero Payroll with HMRC RTI submission • Connect NEST for auto-enrolment • Leave me and my support staff able to maintain it independently A few quick questions before we go further: 1. Have you set up Xero for a UK private healthcare clinic before? 2. Are you Xero Payroll certified? 3. Have you connected Stripe and GoCardless to Xero previously? 4. Can you offer this as a fixed-fee project rather than hourly billing? If this sounds like a good fit, I'd welcome a short call to discuss scope and your fee.
Aged payable summary page in Power bi
We provide financial reports to our clients at period end and are currently looking for help with a new report page to display an Aged Payables Summary in Power BI, similar to the format available in Xero. The report needs to be dynamic and respond to the period selected within the Power BI report. The data source is Xero. We use an ETL service to extract the data from Xero and load it into a SQL database, which then serves as the data source for the Power BI report. The report currently utilises the following Xero tables: Journal Invoices Accounts Organisation Tracking Categories we are looking for someone who has already worked on Data from Xero or have created a dynamic Aged payable Summary in Power BI. We would be happy to arrange a meeting to discuss the project requirements in more detail.
Looking for a Word / Document Design Expert
Looking for a Word / Document Design Expert – Company Headed Paper + Xero Invoice Template I’m looking for someone with strong Microsoft Word and document design skills to help create professional documents for a new company. What I need: • A clean, professional headed letter template (Word format) using my company branding/logo • A custom invoice template designed to look more professional than the standard Xero templates • The ability to upload or implement the invoice template directly into Xero so it works properly for sending invoices Ideally looking for someone who: • Is very comfortable working with Microsoft Word templates • Has experience designing branded business documents • Understands how to implement custom templates in Xero This should be a quick job for the right person, but I’m looking for someone with good attention to detail who can make the documents look sharp and professional. Please include examples of similar work if possible. Thanks
opportunity
Xero Bookkeeper [Health Care Agency]
I need a bookkeeper to look after a health care business They use Xero and a Care MIS system which inform fund rates, charge rates, invoicing clients and wages by hours/shifts worked The bookkeeper can work on monthly retainer and do the month end and year end bookkeeping, tidy up Xero and ensure timely reports, filing and wages billing to clients and chase existing debtors Tasks in short -prepare monthly payroll for carers and salaried staff with Care MIS inputs of hours worked, leave, mileage etc -prepare and submit client invoices from the Care MIS reports for the month -collect and deposit the odd cheque from few clients [2-4] -issue monthly reports - P&L and Balance Sheet -track bills and debts [both client and staff debts] The thinking is 1 week each month would be ideal
Account Set up and monthly book keeping on Xero
Hi I am setting up a new business, I have registered it and in the process of getting it trading, i need to register for VAT, possibly CIS, and have monthly book keeping done or around 50 transactions per month, and I will have 1 employee so i will need support with payroll services. I want to use Xero and integrate it to the bank. I have a debit card expense management app with the banking app I use, and can give more detail as we discuss. Please price to set up this, then we can discuss monthly bookkeeping costs as a second stage project
Accounts Preparer
We are looking to add another Accounts Preparer to our growing and expanding team. We will be looking for a reliable team member who can commit to our needs to prepare working paper files and draft TB for businesses from all industries. The majority of our work is based around Xero and as such experience in Xero is a requirement. Estimated 2 - 3 sets of accounts per week required, with a 2 - 3 week turnaround period. Access to online services will be provided. Experience of TaxCalc and advantage.
opportunity
VAT returns audit needed
VAT/ Xero expertise needed. Hi, I set up my company in January 2025 and have submitted four VAT returns so far. I’d like to check that the correct amounts of VAT have been paid, as I’m concerned there may be some inaccuracies. When I first set up Xero, I wasn’t fully familiar with the system and have learned as I’ve gone along. As a result, there are several 'reverse charges' and payments showing on the Xero VAT reports that I find confusing, and I’m not confident everything has been treated correctly. Is this something you would be able to assist with if I were to send over the four VAT reports for review?
opportunity
Custom Contractor Management System (Replace Tradify)
Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track invoices) • Client invoice management (create, track, integrate with Sage) • Reports: Timesheets, material usage, profit analysis • Engineer live map / GPS tracking overview • Alerts: overdue invoices, missing photos, incomplete jobs • Role-based access: Admins, Managers, Accountants, Field Supervisors B) Mobile App (Engineers) • Job list (assigned / in progress) • GPS tracking (real-time + periodic, check-in/out) • Job report form: • Time on site (auto/manual) • Travel time • Materials used • Parking / fees • Findings & recommendations • Tick-box checklists • Photos (before/during/after) • Submit reports to web dashboard • Timesheet tracking + weekly summary C) Subcontractor Module • Assign jobs to subcontractors • Track job status • Generate Purchase Orders (POs) • Track subcontractor invoices (manual + CSV/XLSX upload) • Automatic reminders for due / overdue invoices • Exportable / Sage integration D) Invoicing Module • Quote → Job → Invoice workflow • Retainers / deposits • Recurring invoices • PDF export • Sage integration first → Xero later E) File Upload / Import • CSV/XLSX upload for subcontractor invoices • Validate fields, duplicates, missing info • Track manual vs file-uploaded invoices F) Reporting • Job summary, material usage, profit analysis • Timesheets & payroll export • Engineer GPS history / route playback ⸻ 2️⃣ Technical Requirements • Backend: Node.js + NestJS • Web Frontend: React + TypeScript • Mobile App: React Native (iOS + Android) • Database: PostgreSQL • Realtime cache / GPS: Redis • Hosting: AWS + Docker + CI/CD • Accounting integration: Sage first, Xero later • Notifications: Push + Email • GDPR-compliant storage and encryption ⸻ 3️⃣ Deliverables • Fully functional web dashboard • Mobile apps for engineers (iOS + Android) • Subcontractor management module (web + optional mobile) • Invoicing module with Sage integration • Timesheet + GPS tracking module • Database schema & API endpoints • File upload / import functionality • Deployment scripts (AWS / Docker / CI/CD) • Documentation (user manual + API documentation) ⸻ 4️⃣ Project Phases / Milestones Phase 1 – MVP: • Engineer mobile app (GPS + job reports + timesheets) • Web dashboard (job management + reporting) • Subcontractor module (manual + file upload invoices + POs) • Invoicing (Sage integration) Phase 2 – Optional: • Advanced reporting / analytics • Xero integration • Material stock & procurement • Client portal Phase 3 – Optional / Future: • SaaS multi-company version • AI-assisted job report summary • Fleet & asset tracking ⸻ 5️⃣ Requirements from Freelancer • Experience with Node.js, React, React Native, PostgreSQL, AWS • Experience building CRM / ERP / field service apps • Ability to design scalable architecture • Experience with API integration (Sage/Xero) • Ability to handle file uploads, CSV/XLSX imports, and validation • Strong English communication and documentation skills • Deliver code in phases/milestones • Provide full technical documentation + deployment scripts
opportunity
Pipedrive - Document automation - proposal build - reporting
We are a UK-based hospitality technology company seeking a Pipedrive Quoting & Proposal Automation Specialist with Xero integration expertise. The objective is to construct a comprehensive quoting and proposal workflow within Pipedrive that empowers our sales team to generate structured quotes, evaluate costs against sale prices, and automatically create branded proposals. The system should enable direct proposal dispatch and facilitate seamless transfer of accepted deals to Xero for invoicing. The scope includes designing a quoting structure, implementing margin calculations, creating an automated proposal template, integrating Pipedrive with a proposal tool, and ensuring a smooth handover process. Ideal candidates must possess robust experience with Pipedrive, CRM quoting systems, margin logic, proposal automation, and Xero integration, alongside familiarity with Zapier and APIs. Prior experience in building similar systems is crucial.
Tax Advice
I need UK Tax advice and xero setup and accounts submission for 20 hours maxI have 4 clients whose accounts need to be reviewed and submitted in the UK plese
Invoice template for use on Enerpize (similar to Xero) HTML
I have signed up with Enerpize for running my parts business. (For info. it is a similar system as Xero). I have been issuing my invoice from an excel spreadsheet and I would like to keep the exact same format. Therefore I need someone to recreate my own invoice on Enerpize (HTML) and link the fields so that I may issue my invoices from this system. I will provide access to the site.