Try it · about ten minutes
A full run on Xero's Demo Company
Xero gives every login a practice organisation filled with dummy data. Ratelift treats it as free with no limit, so you can import, reprice and undo there as often as you like, and nothing of yours is touched. Here is the run, start to finish.
Start the Demo Company in Xero
Sign in to Xero, open My Xero and click Try the demo company. If Demo Company is already in your list, skip this step.
Connect it to Ratelift
On ratelift.app press Connect to Xero. Xero asks which organisation to connect; choose Demo Company. Ratelift's top bar then reads Demo Company, so you always know which book you are in.
Import the sample fee list
Open Import and press Download a sample CSV. It is a 5-row fee list that uses the Demo Company's own customers, dated from today, for whichever country your demo is set to. Upload it; when Ratelift asks how the dates are written, give the order shown under the download link. Read the preview, press Create in Xero. 5 draft repeating invoices appear in Xero; nothing is sent to anyone.
Put a price rise through it
Back on the templates page, tick the 5 you just created, set a rise of 5%, press Check the changes, then Apply to Xero. Open the templates in Xero and see the new prices and the unchanged dates.
Undo itoptional
On the run report press Undo this run, check its preview, then Apply to Xero, and watch the 5 go back to their old prices. Undo is free for seven days on every price change, on any organisation. An import has nothing to undo: a draft you don't want is deleted in Xero.
Now your own book
Press Switch organisation in Ratelift's top bar and choose your own organisation when Xero asks. Your templates are listed with what each bills a year, and the Forecast tab shows what they will bill, month by month, up to three years ahead. Both only read. When you are ready, your first job of up to 5 templates is free, and nothing is written until you press Apply. Next time, open Ratelift from the app menu in Xero (the nine dots, top right).
What the Demo Company cannot show
Your own customers, branding themes and email wording. That is why the first job on your own book stops at 5 templates: so you can open one in Xero and check it before doing the rest.
After 28 days
Xero resets the Demo Company 28 days after it was created, and you can reset it yourself from My Xero at any time. Connect it again from Ratelift and it is a fresh practice book.
For practices
Most firms do this run once, then connect their own fee book and read the forecast before adding clients. The page for practices covers working across clients.