Xero PSG vendor checklist first. Price comparison later.
PSG support can be helpful, but vendor selection is where many SMEs lose time, money, and momentum. A cheap setup is expensive if you still don’t have weekly control after go-live.
Xero PSG vendor checklist: 9 checks that matter
Use this checklist to compare scope, support, and the “after” system you’ll actually live with.
Don’t accept vague promises. You want deliverables that match your business.
- chart of accounts that matches your workflow
- GST set up correctly (tax codes, reporting)
- bank feeds connected and tested
- basic workflows agreed (invoicing, bills, approvals)
Rules reduce manual work. Without rules, backlog returns.
- bank rules created for recurring items
- standardised coding approach for the team
- reconciliation workflow (who does what, when)
Most pain starts after setup. This is where vendor quality shows.
- clear support window and response expectations
- weekly or fortnightly check-in options
- help to stabilise the first month of real transactions
Ask: do you get a simple weekly routine to keep things current?
- what to check weekly (cash, spend, receivables)
- what to do when something looks off
- a simple way for the owner to review without getting lost
You don’t want reports. You want fixes.
- do they interpret what changed and why?
- do they troubleshoot coding and workflow issues?
- do you get a clear “next action” list?
PSG projects go messy when scope is vague.
- what is included vs excluded in writing
- what you must provide (docs, approvals, access)
- what delays the timeline
Training should match the user: owner vs staff vs finance admin.
- how to do daily/weekly tasks correctly
- how to avoid common mistakes (GST, misc, duplicates)
- how to keep the file current without month-end panic
This is the boring part that causes expensive delays if it’s sloppy.
- PSG support is subject to eligibility and approval
- scope and timing must be aligned to avoid admin issues
- deliverables should match what’s approved
The goal is simple: you can make spending decisions without guessing.
- weekly review habit is clear
- cash control boundaries are simple
- the file stays usable during the month
Xero PSG vendor checklist: 3 questions that save you
If you want a shortcut, ask these three questions before you sign anything:
- After go-live, what is the weekly routine? (What do I check, and what do I do next?)
- When the numbers look weird, what happens? (Do I get fixes, or just reports?)
- What is excluded, in writing? (So the scope doesn’t explode later.)
If you keep the scope clear, build a weekly routine, and know what happens when numbers look weird, you won’t waste your Xero PSG support on a setup that still feels out of control.
If you’re using this Xero PSG vendor checklist, shortlist based on weekly control, not just setup tasks.
What “good” looks like 30 days after go-live
This is the outcome check most owners forget to ask for. A vendor can “finish setup” and you can still be stuck. Use this as your 30-day scoreboard.
You know what to check weekly, and you can set a spend boundary without guessing.
Bank reconciliation is not a month-end fight. “To review” doesn’t pile up.
When something looks weird, you get the next action, not a long explanation.
If a vendor can’t describe how they get you to A/B/C, the checklist above will save you from paying twice.