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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. Documents, Inventory

    EMERGE App

    4.93 out of 5 stars
     27
    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.
  2. 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.
  3. Bills and expenses, Documents

    Hubdoc

    3.33 out of 5 stars
     226
    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. Documents, Reporting and forecasting

    MAUS Business Systems

    5 out of 5 stars
     14
    Documents, Reporting and forecasting
    Maus consists of one of the largest range of business management tools in one integrated platform to help you build success, including: KPI dashboard and CFO reporting, strategic & business planning, exit & succession planning and compliance documentation & policies.
  5. Documents, Practice manager

    SuiteFiles

    4.8 out of 5 stars
     52
    Documents, Practice manager
    With SuiteFiles, you get a fully integrated document management solution to manage all your files, emails, and client communication in the cloud – so you can ditch the admin, simplify your workflows, and focus on doing work that delights your clients.
  6. 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.
  7. Bills and expenses, Documents

    WellyBox

    Bills and expenses, Documents
    Find all your receipts in Gmail or Outlook automatically. Join 70,000+ customers using the power of GPT and OCR to automate manual admin tasks. Meet WellyBox, your AI virtual assistant for receipts.
  8. Documents, Practice manager

    Content Snare

    4.94 out of 5 stars
     52
    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.
  9. Documents, Other

    Lumin

    Documents, Other
    Automate signing workflows for Xero quotes, invoices and purchase orders. Send documents for signature and automatically attach signed agreements back to Xero. Xero customers get six months of Lumin Sign for free.*
  10. Documents, Other

    The Portal Genie

    5 out of 5 stars
     1
    Documents, Other
    The Portal Genie gives your clients 24/7 access to invoices, statements, quotes and credit notes from Xero. Share additional documents, allow client uploads, and enable invoice payments via a pay button. Reduce admin, cut emails, and deliver a branded self-service experience.

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.