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.
Accountant tools, Bills and expensesDext
4.81 out of 5 stars1011Accountant tools, Bills and expensesAutomate your bookkeeping with Dext. Capture receipts, track expenses and mileage, and connect to Xero, 11,500+ apps, banks, and more. Save time, reduce errors, boost efficiency. Free trial!
Bills and expenses, PaymentsExpensify
4.47 out of 5 stars496Bills and expenses, PaymentsCapture receipts, manage expenses, and get reimbursed instantly - all from one easy to use App. Automate your preaccounting process for expenses, bills, invoices, and more!
Debtor tracking, Invoicing and jobsChaser
4.98 out of 5 stars374Debtor tracking, Invoicing and jobsAutomate invoice chasing and streamline your accounts receivable process. Get paid faster. Reduce days sales outstanding. Maintain great customer relationships. Xero App Partner of the Year 2023, Management Today Best Use of Innovation (2023), CICM Credit Awards B2B Supplier of the Year (2022).
Payroll HR, ReportingLeaveCal by Finlert
4.91 out of 5 stars87Payroll HR, ReportingXero 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.
Accountant tools, ReportingNumeric
5 out of 5 stars2Accountant tools, ReportingAutomate your workflows with Numeric. Now with AI. Generate your month-end close checklist. Create reports and search across all your Xero entities. Build flexible sub-ledgers to track prepaid expenses / amortizations, fixed assets / depreciation, deferred revenue / revenue recognition, and more.
Accountant tools, Carbon accounting, ReportingSumday
5 out of 5 stars4Accountant tools, Carbon accounting, ReportingA Carbon Accounting platform built with accountants and bookkeepers in mind. Up-skill the team through the Sumday Academy and provide carbon accounting services using our robust and transparent carbon accounting platform.
Debtor tracking, PaymentsGetPaid
5 out of 5 stars10Debtor tracking, PaymentsRecover overdue invoice payments effortlessly. Access trusted collection partners in six clicks, ensuring fast, reliable, and affordable invoice recovery. Transparent and hassle-free—get paid faster with the support your business deserves.
Accountant tools, Practice managerFuseSign
5 out of 5 stars7Accountant tools, Practice managerFuseSign 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.
Bills and expenses, DocumentsHubdoc
3.53 out of 5 stars153Bills and expenses, DocumentsHubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
PaymentsStripe
2.82 out of 5 stars309PaymentsStripe 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.
Bills and expenses, PaymentsXero Bill Payments
4.92 out of 5 stars13Bills and expenses, PaymentsPay 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.
Accountant tools, ReportingSyft
4.84 out of 5 stars422Accountant tools, ReportingReports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights
Bills and expenses, PaymentsWise Business
2 out of 5 stars2Bills and expenses, PaymentsConnect 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.
Accountant tools, ReportingSpotlight Reporting
4.88 out of 5 stars327Accountant tools, ReportingSpotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.
Accountant tools, Bills and expensesRevolut Business
3 out of 5 stars2Accountant tools, Bills and expensesConnect 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.
PaymentsGoCardless
3.63 out of 5 stars170PaymentsEnd late payments. Automatically debit your customer’s bank account whenever your Xero invoices are due. Lower-cost alternative to card payments.
Accountant tools, Reportingjoiin
4.93 out of 5 stars326Accountant tools, ReportingMulti-entity consolidated financial reporting, group consolidations and intercompany reporting for organisations and accountants. Great-looking reports at the touch of a button. 14 day free trial.
Payments, Point of saleSquare
4.29 out of 5 stars44Payments, Point of saleSquare 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.
Bills and expenses, PaymentsAirwallex
5 out of 5 stars8Bills and expenses, PaymentsAirwallex 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.
Bills and expenses, PaymentsPleo
4.97 out of 5 stars128Bills and expenses, PaymentsSave 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.
Accountant tools, ReportingMayday
4.97 out of 5 stars262Accountant 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.
Other, PaymentsZapier
3.2 out of 5 stars22Other, PaymentsConnect Xero to hundreds of the best in breed SaaS applications on the web - drag and drop to create integrations between your favourite applications.
Inventory, Invoicing and jobsSimpro
3.78 out of 5 stars65Inventory, Invoicing and jobsAchieve 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.
Accountant tools, ReportingG-Accon for XERO
4.8 out of 5 stars180Accountant tools, ReportingG-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.
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.