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Professional services

Run your agency, practice or consulting business at maximum efficiency with professional services apps that connect to Xero. Set up seamless customer and staff communications with software made to track client requests, sync invoicing and automate tasks.

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  1. Featured app
    Accountant tools, Reporting

    Syft

    4.84 out of 5 stars
     400
    Accountant tools, Reporting
    Reports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights
  2. Featured app
    Accountant tools, Reporting

    Mayday

    4.97 out of 5 stars
     243
    Accountant tools, Reporting
    “A multi-entity must have”. Intercompany & intra-entity charge automation | Balance sheet recs | Cross-entity bank rec. Xero Emerging App Partner of the Year 2023.
  3. Featured app
    Accountant tools, Practice manager

    Ignition

    4.95 out of 5 stars
     510
    Accountant tools, Practice manager
    Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payment collection and workflows in a single platform to transform how your firm engages clients, bills and gets paid.
  4. Featured app
    Payroll HR, Reporting

    LeaveCal by Finlert

    4.91 out of 5 stars
     85
    Payroll HR, Reporting
    Xero Small Business App of the year FY2023! Manage Team availability with your existing apps by connecting LeaveCal to Xero. Approved leave is then fed directly into your calendar, email or slack. Complete the picture with your organisation's non payroll team members and hybrid work scenarios.
  5. Featured app
    Payroll HR, Time tracking

    UpSheets

    4.89 out of 5 stars
     9
    Payroll HR, Time tracking
    Upload timesheets, leave and payslips to Xero Payroll and tasks and time to Xero Projects. Save time. Reduce errors. Say goodbye to copy & paste.
  6. Featured app
    Invoicing and jobs, Time tracking

    Workever

    5 out of 5 stars
     9
    Invoicing and jobs, Time tracking
    Connect your Field team, Office and Customers using the ultimate job and field management system for trade, construction and service businesses.
  7. Featured app
    Accountant tools, Bills and expenses

    Envoice

    5 out of 5 stars
     3
    Accountant tools, Bills and expenses
    Run your Xero bookkeeping on autopilot: eliminate manual data entry, recurring tasks, expenses reporting & automate approvals, all from one app.
  8. Featured app
    Accountant tools, Bills and expenses

    ASSIST

    5 out of 5 stars
     6
    Accountant tools, Bills and expenses
    ASSIST automatically reads and extracts your invoices, receipts, and puts everything into Xero for you. Free trial available! No more manual data entry! We use smart document management and information recognition to automate your bookkeeping.
  9. Featured app
    Ecommerce, Payments

    iwocaPay

    4.9 out of 5 stars
     10
    Ecommerce, Payments
    Buy Now Pay Later for B2B. Avoid card fees with Pay Now. Get 100% paid up front, while trade customers spread the cost with Pay Later. We take on all the credit risk and admin.
  10. Bills and expenses, Documents

    Hubdoc

    3.54 out of 5 stars
     152
    Bills and expenses, Documents
    Hubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
  11. Accountant tools, Bills and expenses

    Dext

    4.8 out of 5 stars
     987
    Accountant tools, Bills and expenses
    Automate bookkeeping and streamline expense management with Dext. Capture receipts, auto-collect invoices, and integrate with Xero and 11,500+ apps, banks, and platforms. Start your free trial!
  12. Payments

    Stripe

    2.83 out of 5 stars
     304
    Payments
    Stripe makes it easy to accept payments from debit cards, credit cards, Apple Pay, and Google Pay for online invoices sent from Xero—so you can get paid faster.
  13. Bills and expenses, Payments

    Xero Bill Payments

    Bills and expenses, Payments
    Pay bills directly from Xero. Bulk pay supplier bills by direct bank transfer (using open banking). Save time, avoid manual errors and maintain control over your accounts payable. View real-time payment status in Xero, and use accurate insights to help manage cash flow.
  14. Bills and expenses, Payments

    Wise Business

    2 out of 5 stars
     2
    Bills and expenses, Payments
    Connect with Wise to automatically sync your activity for over 50 currencies. Pay bills in seconds and choose to reconcile manually or automatically. Wise is a fast, easy international business account that saves you money wherever you want to use it.
  15. Accountant tools, Reporting

    Spotlight Reporting

    4.88 out of 5 stars
     327
    Accountant tools, Reporting
    Spotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.
  16. Accountant tools, Bills and expenses

    Revolut Business

    3 out of 5 stars
     1
    Accountant tools, Bills and expenses
    Connect your Revolut Business account with Xero to track transactions, record receipts, tax rates, categories, and easily import and export bills, along with many other features.
  17. Payments

    GoCardless

    3.66 out of 5 stars
     168
    Payments
    End late payments. Automatically debit your customer’s bank account whenever your Xero invoices are due. Lower-cost alternative to card payments.
  18. Payments, Point of sale

    Square

    4.29 out of 5 stars
     44
    Payments, Point of sale
    Square helps sellers of all sizes start, run, and grow their business. Take payments any way you want. Whether online or in-person, get paid quickly and securely with a variety of hardware and software to process credit cards, Apple Pay, and Android Pay, including touch-free options.
  19. Bills and expenses, Payments

    Airwallex

    5 out of 5 stars
     8
    Bills and expenses, Payments
    Airwallex takes the friction out of your global payments and financial operations. Unlike legacy banking, Airwallex gives you the speed, simplicity, and savings to seamlessly operate your business across borders. Manage collections, online payments, FX, transfers, and spend management in one place.
  20. Bills and expenses, Payments

    Pleo

    4.97 out of 5 stars
     128
    Bills and expenses, Payments
    Save time and money by simplifying your business spending with Pleo. Make lost receipts a thing of the past by going digital, get full control over company spending, and wave goodbye to manual data collection.
  21. Other, Payments

    Zapier

    3.2 out of 5 stars
     22
    Other, Payments
    Connect Xero to hundreds of the best in breed SaaS applications on the web - drag and drop to create integrations between your favourite applications.
  22. Inventory, Invoicing and jobs

    Simpro

    3.78 out of 5 stars
     65
    Inventory, Invoicing and jobs
    Achieve end-to-end field service management with Simpro. More than 8,500 service, project and maintenance businesses trust Simpro for quotes, scheduling, dispatch, invoicing, payments, inventory management and more.
  23. Accountant tools, Reporting

    G-Accon for XERO

    4.79 out of 5 stars
     162
    Accountant tools, Reporting
    G-Accon securely connects Xero with Google Sheets. Automate reports, design dashboards, multi-entity consolidations, and push data back to Xero. Workflow automation and two-way sync will save you hours.
  24. Accountant tools, Reporting

    Xenon Connect

    5 out of 5 stars
     24
    Accountant tools, Reporting
    Automatically detect and clean up bookkeeping errors in Xero. Powerful financial insight to keep you firmly in control of your business.

What is professional services software?

Professional services software or apps are digital tools that help business owners running service based consultancies, practices or agencies better manage their operations and clients. A professional services system works with your accounting platform to bring together project and staff management, invoicing and billing, time tracking and client communications for a smooth customer and business experience from brief to delivery.

What are the benefits of professional services apps?

  • Reduced administration costs: Save money and cut down on admin time by using automation tools and technology instead of manual processes. Use professional services software to transfer data between projects, set schedules, and reduce human error. 

  • Easier project management: Streamline your project management and standardise your practices for client interactions. Improve communication with clear task lists and timelines for deliverables while managing multiple projects at once. 

  • Customisable client reports: Deliver customised reports to clients with real-time insights and results. Share key metrics and track progress with automated reporting tools geared towards your clients’ strategic goals.

  • Time tracking and accurate billing: Avoid client confusion and deliver accurate invoices to your customers to get paid faster with tools that seamlessly sync with Xero. Track time down to the minute across multiple employees and projects and generate automatic invoices for client accounts.

What are the typical features I can use with professional services software apps?

  • Contract management: Track contract details and document agreements with clients without any issues that could lead to legal troubles. Create contract templates and build strong foundations with clients. 

  • Project management: Manage every aspect of your projects within your professional services system. Assign tasks to team members, track time, verify project completion, and expedite delivery while staying on budget. 

  • Billing and invoicing tools: Create invoices and track revenue in real time with a professional services app. Automate payment reminders and take control of billing while improving accounting practices within your business. 

  • Flexible client communications: Keep in constant contact with clients and improve communication styles. Use accessible schedules to book meetings and calls, easily update ongoing and completed tasks and automate invoices with multiple payment options.

How professional services apps work with Xero

Drive efficiency at every point in your agency or consulting business without the admin work when you integrate professional services apps with your Xero account.

Manage multiple clients, service offerings and locations and streamline all of your financial activity into one place. Connecting a professional services app with Xero can allow you to: 

  • Receive automatically created invoices in your Xero account as soon as a client accepts a quote

  • Consolidate your supplier, customers, chart of accounts and sales data from multiple entities into one easy sync into Xero 

  • Keep customers updated on overdue invoices with automatic detection of late payments and notice sends with the flexibility to add automated interest or late fees

Find your fit

Every professional services app's integration with Xero can be different. To learn more, browse through the professional services apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.