Xero · Champion Silver Partner
Xero, run by the accountants who close it every month
We implement Xero for Costa Rican businesses, connect it to your banks, payroll and electronic invoicing, and keep your books in it, so you see your numbers when you need them and file with Hacienda on time.
Xero Champion Silver Partner · Xero L2 certified staff · Operating since 2013
Partner status
Xero Champion Silver Partner
Silver Partner status, held by the firm
Our story
Why Xero sits at the centre of our stack
NeoProc has kept the books of Costa Rican businesses since 2013. Along the way we built our own tools, AutoPlanilla for payroll and TEC for supplier payments, and Xero is the ledger they report into.
For clients on the full stack, payroll, supplier payments and bank movements reach Xero without anyone retyping them. When the month ends, the records are already there, and the close starts from complete data.
One team, start to finish
The people who set up your Xero are the accountants who close it every month, so the setup is built for the close, not for the demo.
Connected to our own tools
AutoPlanilla payroll and TEC payments post directly to Xero, so the ledger is complete without manual entries.
Recognised by Xero
Champion Silver Partner status held by the firm, and Xero L2 certification held by our staff.
How we help
What we hear before a Xero project
These are the problems businesses bring to us, in roughly their own words.
What we hear: “We only see our numbers weeks after the month ends.”
What we do: Bank feeds and connected tools bring transactions into Xero every day, so your cash position is current whenever you look.
What we hear: “Payroll and supplier payments get typed into accounting by hand.”
What we do: AutoPlanilla and TEC post payroll and payments straight into Xero, so nobody retypes them and nothing is missed.
What we hear: “Our electronic invoices and our books never quite agree.”
What we do: We connect electronic invoicing to Xero so each invoice issued or received becomes an entry, and we reconcile against Hacienda records.
What we hear: “Our point of sale and other systems don't talk to accounting.”
What we do: Over 1,000 business apps connect to Xero. We connect the ones you use so sales reach the ledger directly.
Our process
From first call to monthly close
Four steps, each ending with something you can see.
- 01
Discovery
We map how money moves through your business: sales, purchases, payroll and banks. You get a written scope and a quote before anything starts.
- 02
Setup and migration
We configure Xero for Costa Rica, connect your banks and electronic invoicing, and bring over opening balances and open invoices.
- 03
Training
Your team learns the day-to-day in Xero: issuing invoices, recording expenses, approving bills. Only the workflows they will actually use.
- 04
Monthly close and support
We keep the books, reconcile, file with Hacienda and deliver your financial statements. When your business changes, we adjust the setup.
Our expertise
What we set up and run in Xero
Each piece is there for a result you will notice.
Costa Rican chart of accounts and taxes
VAT, withholdings and accounts structured the way Hacienda and your auditors expect, so filings come straight from the ledger.
Electronic invoicing connection
Invoices issued and received under Hacienda's electronic invoicing flow into Xero, ready to reconcile.
Automatic bank feeds
Transactions import securely every day and are matched against invoices and bills, so you always know your cash position.
Multi-currency
Colones and dollars side by side, with exchange differences posted consistently instead of estimated at year end.
AutoPlanilla and TEC integration
Payroll and supplier payments from our own tools post to Xero automatically, with no handoff in between.
Collaborative accounting
You and your advisors work on the same data, in real time, from anywhere.
Payroll in the books
Payroll, posted to Xero with every provision in place
AutoPlanilla, our payroll system, calculates each payroll under Costa Rican law. The accounting doesn't stop at the salary: every run reaches Xero as a complete entry, and the obligations it creates are recognised in the month they are earned.
- 01
Calculated in AutoPlanilla
Salaries, overtime, CCSS deductions and salary income tax withholding, calculated per employee for every pay period.
- 02
Posted to Xero
Each payroll posts to Xero as a journal entry mapped to your chart of accounts: salary expense, withholdings and amounts payable, with nobody retyping it.
- 03
Reconciled at close
We tie the entry to the CCSS and Hacienda filings and to the bank payment, so payroll balances agree before your financial statements go out.
Provisions and accruals, every month
Recorded in Xero as the obligation is earned, not when it is paid: the accrual basis NIIF requires for employee benefits (IFRS for SMEs, Section 28).
- Aguinaldo
- The thirteenth-month salary, accrued at one twelfth of salaries every month, so December carries no surprise in your results or your cash.
- Vacations
- Vacation earned but not yet taken, carried as a liability and released as employees take their time off.
- Employer social charges
- Employer CCSS and Banco Popular contributions, accrued with the payroll that generates them rather than when the invoice is paid.
- Occupational risk (INS)
- The riesgos del trabajo policy, spread across the periods it covers instead of expensed in the month it is paid.
- Severance (cesantía)
- A provision for severance and notice obligations, sized with you according to your policy and labour exposure.
- Salary tax withheld
- Income tax withheld from salaries, held as a liability to Hacienda until the monthly return is filed and paid.
How each provision is calculated is agreed with you during setup and documented, so your auditors can follow every figure back to AutoPlanilla.
Why NeoProc
Why businesses choose NeoProc for Xero
- We close, not just configure
- Most implementers leave after go-live. We stay on as your accountants, so any setup problem shows up in our own month-end and gets fixed.
- Recognised by Xero
- Champion Silver Partner status for the firm and L2 certification for our staff, earned through Costa Rican books we run every month.
- Compliance is the starting point
- 99.9% of the 1,920 filings we submitted from 2023 to 2025 went in on time. Your Xero is set up to keep it that way.
- A bilingual, local team
- We work in Spanish and English from San José, on Costa Rican time and Costa Rican rules.
From a client
“They reduced our accounting data processing time by 80%. The Xero ERP implementation was flawless, with no interruption to our daily operations. Their team acts not as a vendor but as a strategic partner that proactively proposes improvements.”
Xero questions
Does Xero work for Costa Rican accounting?
Yes, with the right setup: a Costa Rican chart of accounts, VAT and withholding rules, and a connection to Hacienda electronic invoicing. That setup is what we do, and we run Costa Rican books in Xero every month.
Should I choose Xero or Zoho Books?
We partner with both, and AutoPlanilla payroll posts to either. Xero tends to suit businesses that want NeoProc's full stack, with TEC supplier payments in the same flow, or that rely on Xero's app marketplace. Zoho Books tends to suit businesses already using other Zoho apps. In discovery we recommend one based on how you operate.
Can you move us to Xero from another system?
Yes. We bring over your chart of accounts, opening balances and open invoices, and check them in your first monthly close with us.
How long does an implementation take?
It depends on how many companies, currencies and integrations are involved. After discovery we give you a written timeline before work starts.
Does choosing Xero change the price?
Our plans are published as starting prices. The final monthly fee depends on your ERP platform and the options you choose, and we agree it with you before you start.
More than one ERP
We are partners for other platforms too
Zoho Books
Zoho Partner
Accounting inside the Zoho ecosystem, with AutoPlanilla payroll posted in, set up for Hacienda and closed by our team every month.
Best forBusinesses already using Zoho CRM, Zoho Inventory or other Zoho apps.
Explore Zoho Books
See what Xero would look like for your business
Start with a free operations review. We look at how you work today and tell you whether Xero, Zoho Books or another setup fits best.