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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.

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  1. Featured app
    Documents, Workflow builders

    fileAI

    4.76 out of 5 stars
     37
    Documents, Workflow builders
    fileAI 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.
  2. Featured app
    Documents, Inventory

    EMERGE App

    4.92 out of 5 stars
     25
    Documents, Inventory
    Order, purchase, and inventory software solutions for SMB import, export, distribution, trading and/or simple production. Optimized for traditional B2B industries. Strive for user-friendliness, flexibility, and cost-effectiveness. B2B e-commerce & barcoding platform with advanced reporting.
  3. Bills and expenses, Documents

    Hubdoc

    3.38 out of 5 stars
     219
    Bills and expenses, Documents
    Hubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
  4. Bills and expenses, Documents

    Datamolino

    4.91 out of 5 stars
     390
    Bills and expenses, Documents
    Datamolino automates the processing of data from your financial documents, including: • Bills • Receipts • Bank Statements. Captured data includes invoice description and line items. Use multiple folders with the same Xero org. and set unique rules for different locations, projects or departments.
  5. Documents, Practice manager

    FYI

    4.7 out of 5 stars
     20
    Documents, Practice manager
    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.
  6. Documents, Tax and compliance

    ATOmate

    5 out of 5 stars
     2
    Documents, Tax and compliance
    ATO 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%.
  7. Documents, Payroll HR

    Canyou

    4.96 out of 5 stars
     68
    Documents, Payroll HR
    Smart 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
  8. Documents, Practice manager

    SuiteFiles

    4.8 out of 5 stars
     52
    Documents, Practice manager
    With SuiteFiles, you get a fully integrated intelligent workspace for managing all your files, emails and client documents in the cloud.
  9. Accountant tools, Documents

    Annature

    4.99 out of 5 stars
     188
    Accountant tools, Documents
    Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
  10. Accountant tools, Documents

    Booke AI

    4.62 out of 5 stars
     96
    Accountant tools, Documents
    AI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors
  11. Documents, Tax and compliance

    ATO SmartDocs

    4.5 out of 5 stars
     2
    Documents, Tax and compliance
    New generation true cloud ATO Document processing automation. Secure 2FA email delivery of your ATO Documents to your clients. Unique SmartBot one-click processing.
  12. Bills and expenses, Documents

    DOKKA

    5 out of 5 stars
     2
    Bills and expenses, Documents
    DOKKA is an AI-powered AP automation platform that speeds up your invoice processing, approvals and document management. Directly integrated with Xero.
  13. Accountant tools, Documents

    Uncat

    5 out of 5 stars
     6
    Accountant tools, Documents
    Stop 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.
  14. Bills and expenses, Documents

    BillBjorn

    4.86 out of 5 stars
     22
    Bills and expenses, Documents
    Scan 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.
  15. Documents, Payroll HR

    enableHR

    4.67 out of 5 stars
     8
    Documents, Payroll HR
    enableHR is an easy to use, legally-backed HRIS and WHS solution that empowers businesses to meet the challenges of delivering day-to-day HR management efficiently and cost effectively.
  16. Documents, Payments

    Pencil

    5 out of 5 stars
     7
    Documents, Payments
    Link your Xero & Inventory for the complete credit management solution for Suppliers & their trade customers. Onboard, monitor, receive & reconcile.
  17. Accountant tools, Documents

    LightYear Docs

    5 out of 5 stars
     13
    Accountant tools, Documents
    LightYear 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.
  18. Bills and expenses, Documents

    Burdi

    5 out of 5 stars
     8
    Bills and expenses, Documents
    Connect 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.
  19. Documents, Practice manager

    Content Snare

    4.92 out of 5 stars
     40
    Documents, Practice manager
    The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
  20. Bills and expenses, Documents

    SmartDocs 360

    Bills and expenses, Documents
    AI-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.
  21. Bills and expenses, Documents

    SILQ

    Bills and expenses, Documents
    SILQ 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
  22. Documents, Invoicing and jobs

    Docketbook

    5 out of 5 stars
     1
    Documents, Invoicing and jobs
    Docketbook 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.
  23. Bills and expenses, Documents

    Veryfi - Receipts, Expenses & Projects

    4.36 out of 5 stars
     12
    Bills and expenses, Documents
    Expense Management App for Mobile Receipt Capture & Data Extraction. Veryfi provides complete expense visibility to you whether self-employed or a growing business.
  24. Documents, Other

    Boxkite

    5 out of 5 stars
     6
    Documents, Other
    Automated 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.

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.