Vinyl is your AI notetaker and meeting assistant for accountants and bookkeepers. It records, transcribes, and files meeting notes, syncing your client records from XPM—saving time, boosting accuracy, and keeping every client conversation tracked and searchable. Trusted by 220+ firms.

AI-Powered Work Intelligence that monitors Xero data entry & your practice, ensuring team efficiency and accuracy. Practice Analytics to onboard & price clients. Information management linked to smarter workflows. Client portals to gather information with ease. XPM and Xero Integration.

Data & AI Solutions for Accounting & Bookkeeping Firms • FY24 Xero AU Practice App of the Year • Dashboard Insights provides complete data and AI solutions for accounting and bookkeeping firms, empowering practices to optimise operations, automate compliance, and deliver smarter advisory services.

BAS Ready helps accountants and bookkeepers track BAS deadlines and client progress in one easy dashboard. Instantly see which Xero clients have BAS due, what’s outstanding, and what’s complete, so nothing slips through the cracks and lodgements are always on time.

Automatically fill and lodge tax returns with the ATO. Seamlessly prepare workpapers and financial reports. Get it signed fast with built-in e-sign.

Embrace cloud-based technology with AI-Powered Workpapers to bring standardisation, efficiency and compliance in your practice. Workpapers Sorted integrates with MS Excel, Xero, ATO and FYI for easy reconciliation, eliminating error-prone and mundane work so you can focus on what's important.

FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.

The simplest way to connect and consolidate Live Xero data with Power BI, Excel, and Fabric, compatible with Azure Data Factory, Tableau, Solver, SSIS and many other.

FuseSign is an affordable, intuitive, and easy to use Digital Signature tool. Send documents to multiple recipients and have them signed and returned to you within minutes instead of days for the price of a stamp, it's legally binding and can be used for a wide range of signature requirements.

Gain incredible efficiencies with Australia’s most technically advanced SMSF compliance solution with AI-inspired sophisticated data matching, highly intelligent corporate actions and big data.

Streamline your Client Onboarding, Identity Verification, Data Collection & Engagement Letter signing with Seamlss. Client re-engagement with Seamlss to engage and repeat the task of data collection to prepare for EOFY with ease. Now also available in New Zealand. Explore with a free 14-day trial.

Generate time and resource efficiencies for professional advisers

BOMA is the only 5 star rated, AI-powered marketing platform designed specifically for accountants.

Automation repetitive document processes within your firm. FuseDocs connects to your existing systems to save you hours.

Enhance your Xero Practice Manager without adding complexity. Link provides scheduling, capacity planning, workflow management, KPI tracking, and practice reporting - helping practices get more from Xero.

Trust Accounting and/or AML/CTF compliance made easy: Save hours daily with TrustEasy to manage Fee From Refund or other trust management OR use TrustEasy KYC/KYB and other AML CTF compliance docs aligned to AUSTRAC. Call our AI Agent at 08 6726 6666 or start your free trial today.

Cradle is a cloud phone system for accounting firms! We have built Cradle to interact with XPM and other tools that practices use, to help your team give your clients the best experience possible, all without wasting time (or losing it!)

Powerful client portal solution used by accountants. White label desktop, mobile app and reports that help better engage clients across their finances.

Kloud Connect is an enterprise-level, cloud-based practice management system for medium and large multi-service accounting firms. Built for accountants by accountants, it offers a single platform to manage clients, workflow, planning, timesheets, billing, reporting and documents.

Integrating Xero Practice Manager with Ferret Software's Web solution. Ferret Web provided customised database and records management, tailored workflows & access to all your documents from anywhere.

BGL's flagship product CAS 360 is the complete company, trust and AML management software solution with powerful automation and digital signing integration.

Zato is a native AI compliance production platform. Client information and query management, auto-coding, and workpaper compilation are at the heart of Zato’s key features. Shaving hours off compliance jobs, Zato completely re-invents accounting for progressive CA firms.

It’s an all-in-one solution, streamlining Client Portal, Tasks, Workflows, Projects, Budgets, Time tracking, Billing, Emails, CRM, Collaboration, BI Reporting.

Up your planning game with PlanRight - the powerful add-on to Xero Practice Manager and WorkflowMax.