Documents
Streamline your accounting data when you connect document management software and apps with Xero. The right document management system can help you manage contracts and legal documents and see a complete audit trail all in one place.
Bills and expenses, DocumentsBillBjorn
4.87 out of 5 stars23Bills and expenses, DocumentsScan invoices into Xero in seconds, not hours. Automate data entry, reduce errors with powerful OCR, and simplify your workflow. Effortlessly sync bills, receipts, and invoices into Xero with accuracy and speed. Start your free trial today and focus on growing your business stress-free.
Documents, Practice managerFYI
4.7 out of 5 stars20Documents, Practice managerFYI 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.
Documents, Tax and complianceATOmate
5 out of 5 stars2Documents, Tax and complianceATO document processing automation. ATOmate is designed for accountants for fast, simple, and secure ATO document processing. Save time and improve efficiencies by automating the manual processing, checking and distributing of all ATO documents. Reducing manual ATO document processing time by 90%.
Documents, Payroll HRCanyou
4.96 out of 5 stars68Documents, Payroll HRSmart templates for common business processes 👷♂️ Employee onboarding 🧑💻 Client / customer onboarding 🔎 Identity verification 🪪 Licence and certification management Build your own processes 🧾 Document capture ✍️ Electronic signature 📝 Form builder 🎥 Videos
DocumentsfileAI
4.76 out of 5 stars37DocumentsfileAI leverages proprietary advanced AI OCR to extract and structure data from receipts, invoices, and bank statements, and more in real time. Eliminate manual entry, ensure always up-to-date, audit-ready records, and sync seamlessly with Xero for faster, more accurate bookkeeping.
Accountant tools, DocumentsAnnature
4.97 out of 5 stars356Accountant tools, DocumentsIntegrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
Accountant tools, DocumentsBooke AI
4.55 out of 5 stars126Accountant tools, DocumentsAdd an AI bookkeeper to Xero. Booke reviews bank feeds daily, categorizes transactions, matches bills and receipts, and prepares reconciliation automatically.
Documents, Tax and complianceATO SmartDocs
4.67 out of 5 stars3Documents, Tax and complianceNew generation true cloud ATO Document processing automation. Secure 2FA email delivery of your ATO Documents to your clients. Unique SmartBot one-click processing.
Bills and expenses, DocumentsDOKKA
5 out of 5 stars2Bills and expenses, DocumentsDOKKA is an AI-powered AP automation platform that speeds up your invoice processing, approvals and document management. Directly integrated with Xero.
Bills and expenses, DocumentsBurdi
5 out of 5 stars8Bills and expenses, DocumentsConnect Xero with Burdi to streamline your Accounts Payable. Burdi manages all of your supplies and materials by accurately extracting each line item from your invoices and receipts to create bills in Xero. All the while alerting you of any purchase variations. Simply connect and automate.
Accountant tools, DocumentsUncat
5 out of 5 stars6Accountant tools, DocumentsStop herding cats! Uncat makes it easy to resolve uncategorized transactions, request documents, and collect receipts from your clients. Uncat syncs with Xero and automatically remind clients and you anytime something needs doing. Just $9/mo.
Documents, PaymentsPencil
5 out of 5 stars7Documents, PaymentsLink your Xero & Inventory for the complete credit management solution for Suppliers & their trade customers. Onboard, monitor, receive & reconcile.
Accountant tools, DocumentsLightYear Docs
5 out of 5 stars13Accountant tools, DocumentsLightYear Docs is the strategic choice for legal documentation. Backed by in-house and partner legal firm Abbott & Mourly Lawyers, all documents on the LYD platform are reviewed each quarter ensuring you’ll never get left behind such as: Companies, Trusts, SMSFs...your business is surge with us.
Documents, Invoicing and jobsDocketbook
5 out of 5 stars1Documents, Invoicing and jobsDocketbook delivers digital dockets seamlessly integrated with Xero. Capture your time onsite, materials delivered, plant hours etc then create an invoice in Xero with just a few clicks. Create Docketbook Orders from Xero Quotes to streamline your processes even further.
Debtor management, DocumentsNagging Panda
5 out of 5 stars7Debtor management, DocumentsYour all-in-one solution for accounts receivable automation. From automated statement runs and invoice or quote reminders to built-in late fee generation, get paid faster, save time, and boost cash flow. Simplify your admin, improve efficiency, and take the hassle out of getting paid.
Bills and expenses, DocumentsSILQ
Bills and expenses, DocumentsSILQ is the next generation of Legal Practice Management Software. Browser based and full of fantastic features, SILQ is affordable and saves you time and money. It has all the time-saving tools you need to run & grow your business. From managing matters & contacts to tracking time & billing clients
CRM and marketing, DocumentsInSimplify
CRM and marketing, DocumentsInSimplify, a leading-edge cloud-based and highly innovative, intuitive system that integrates every stage of the Builders building process.
DocumentsMyDocSafe
3 out of 5 stars2DocumentsMyDocSafe eliminates the friction by sending your clients an email to a beautiful proposal, or an engagement letter or a webform or a request to upload a document securely to a client portal.
Bills and expenses, DocumentsMMC Receipt
3.67 out of 5 stars3Bills and expenses, DocumentsMMC Receipt is a document capturing app which captures and processes all your receipts, bills, and bank statements using OCR, machine learning, and human checks so that you can take out the hassle of data entry while having access to unlimited receipts, users, and storage of data in flat pricing.
Documents, Invoicing and jobsProspero
1 out of 5 stars1Documents, Invoicing and jobsCreate professional business proposals and easily turn them into invoices with Prospero and Xero's powerful integration. Import contacts, increase sales, impress clients, monitor conversions, and more; use Prospero's functional proposal management software to scale your business to the next level.
Bills and expenses, DocumentsStaple Platform
Bills and expenses, DocumentsStaple allow you to automate the extraction of data from any document! Automate your AP processing, invoices, and other tasks with Staple.
Bills and expenses, DocumentsSasync
Bills and expenses, DocumentsSasync is an application designed to save time and money. Not only does it scan receipts and make it easy to implement into Xero, it includes handy tools such as ndis remittance matcher, bulk voiding bills, and spend money to bill conversions and much more. All to save a bookkeeper time!
Bills and expenses, DocumentsSmartDocs 360
Bills and expenses, DocumentsAI-powered and OCR solution that effortlessly transforms documents into smart digital data with actionable insights. Capture a document or image, extract the data and import it into Xero.
Documents, OtherBoxkite
5 out of 5 stars8Documents, OtherAutomated data backup for Xero running 24/7. Data from Xero is automatically transferred to your Dropbox account. Includes Contacts, Debtor Invoices, Creditor Invoices, Bank Transactions, Journals, Manual Journals, Financial Statements & Files.
What is document management software?
Looking for more accurate data, smoother workflows and easier collaboration in your day-to-day tasks? Implementing a document management system allows you to bring your entire business or practice onto the cloud, so everything you need is accessible at the click of a button.
Whether you are running a small business or are an accountant helping small businesses, this type of software can help streamline time-consuming tasks, keep you organised and deliver a high level of service to your customers.
What are the benefits of document management software?
Control over your files. Manage contracts, legal documents, invoices and more all in one place, with intuitive categorisation and coding options making it easy to find what you need quickly.
Improved accuracy. No more manual entry of data or maintaining data in multiple locations. These apps sync to Xero to keep your records up to date and accurate.
Easy collaboration. Whether collaborating with members of your team on a document or working with a client to get an invoice signed off, replace tedious emails with efficient communication tools and automated workflows.
What are the typical features of document management software?
Cloud storage and document management. Keep all of your files in one place, and easily access them on the cloud anywhere, anytime.
Workflow automation. Automate repetitive, multi-step processes like invoicing, approving documents and filing emails.
Search and sort functionality. Keep your files organised and categorised automatically, so you can quickly search and find what you need.
Productivity tools. Manage your time and team more easily with features like streamlined and shareable to-do lists, task delegation features and job tracking. Plus, many of these apps integrate with Microsoft Office tools you may already be using.
How document management software works with Xero
When integrated with Xero, document management apps can bring even more automation to your workflows and organisation to your data.
Stop manually copy-pasting data across systems and spending time chasing clients for invoices and approvals. Connecting these apps to Xero or Xero Practice Manager makes it easier to:
Pull accurate data to auto-fill forms, reports and invoices for your clients
Set automation rules to help you code documents to jobs, clients or other categories you choose and easily resolve uncategorised transactions in Xero
Get approvals and sign off from colleagues and clients with automated reminders and easy file sharing
Find your fit
Every document management software integration with Xero can be different.
To learn more, browse through the document management 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 get started directly from the app listing page in just a few clicks.