Easy setup and complete customization of Xebra for small business

Transfer financial data to Xebra. Hassle-free.

With Xebra, you can transfer, setup and customize your financial data and profile in minutes.

Transfer your data with ease

Data

Import your client and vendor master, item and expenses master, invoices and credit notes from your current software to Xebra in minutes

Setup
Setup

Breezy Setup

Setup

Simply sign up and create your company and personal profile with your details and you are good to start

Personalize your client and vendor portal

Data

Set a unique and customized website URL of your client and vendor portal. Make it easier for your partners to remember and login

Setup
Setup

Never send boring emails ever

Setup

Xebra allows you to personalize email copy for each module as per your company’s brand tonality. You can then set the emails of each module as default, saving your time

Customize to your requirement

Setup

Customize your invoice with templates, company logo, brand color, font, content and header and footer.

Setup

Give multi-tier access to all the profiles you create.

Setup

Add your company’s multiple GSTIN and view finances as per individual GST no or as an entire companay.

Setup

Build client, vendor and employee relationship

Setup

Set up birthday and anniversary alerts of your clients, vendors and employees. Never miss out on their important occasion ever.

Fine-tune as per your company processes

Setup

Select financial year, different currencies, date and time format.

Setup

Templatise each email copy for sales, purchases, expenses and employees.

Setup

Customize alerts and red flags for revenue and expense targets throughout the year.

Setup

Select from multiple currencies for your international clients and vendors.

Setup