Accountants and Bookkeepers, are you struggling with BAS deadlines? Track all of your Xero clients progress in one easy dashboard. Instantly see which Xero clients have BAS due and if their accounts, payroll and super are up to date. If accounts aren't reconciled, we send auto reminders to clients.

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.

AccountKit is the heart of your accounting firm, bringing compliance tools, workflow and document management all into the one place. Reduce clicks, stop context switching, and connect seamlessly with Xero Practice Manager and your other favourite apps.

The easiest way to get paid for software disbursements. Rechargly empowers accounting firms to manage any software they pay for on behalf of their clients. We turn needlessly complex CSVs into paid invoices while giving your practice control of partner discounts split and margins.

5 x 2026 App Finalists. XBert is AI Work Intelligence for bookkeepers & accountants — the workflow platform built on live accounting data. 150+ built-in & prompted data quality checks integrated into Workflow, Capacity, Receipt Capture, Analytics & XPM. All syncing in one place - MCP Enabled.

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

Agentic AI for accounting firms. Zato takes the year-end and periodic compliance job from source documents to compiled workpapers and sign-off. Ready for review in minutes, with up to 80% time savings. Your people stay in charge.

Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payment collection and workflows in a single AI-powered platform to transform how your firm engages clients, bills and gets paid.

MyWorkpapers is the cloud-based paperless workpaper solution to collaborate and manage documents, workflows and queries. Integrating MyWorkpapers with Xero empowers you to seamlessly populate your workpaper files with financial data.

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.

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.

NowInfinity enables you to easily create and manage legal entities, including companies, trusts and SMSFs on a single user-friendly platform. Its tools cover activities, notifications, lodgments, reminders, and documentation providing a full-service solution for all your documentation needs.

Practice management software for allied health practitioners in 23+ countries, from solo clinicians to multi-location clinics.

FuseSign is a secure, intuitive digital signatures platform built for accounting firms. Send documents for signature, manage complex signing workflows and connect with leading practice applications to reduce admin, improve turnaround times and deliver a simpler client experience.

Bring your documents, clients and signing into one calm workspace, built on your own Microsoft 365 and connected to Xero. Share securely, collect files, get sign-off and have it all filed back where it belongs. Xero Practice App of the Year (US) 2026.

Karbon helps accounting firms maximize productivity and scale with ease. Karbon brings your team, clients, communication, work, proposals, billing, payments, and reporting all together in an AI-powered platform, enabling your firm to reach its full potential.

Client onboarding without chasing emails, PDFs and spreadsheets. One secure Seamlss link collects ID, details, documents and the signed engagement letter. Confirmed details sync to Xero Practice Manager with no re-keying, and AML checks run in the same app. For accounting firms in Australia and NZ.

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.

Practice management for Australian accounting firms. OneHQ supercharges your Xero and XPM client list: every job, meeting, call, email, SMS, signed document, all on one client record shown across client groups - and your whole practice tech stack in one spot. Less software, not more.

Generate time and resource efficiencies for professional advisers

Close the gap between "new client" and "work started" from weeks to minutes. Nagaris sends one group-first engagement covering every entity, handles ID, AML and payment via client self-serve, then auto-creates the XPM Client Group, Contacts and jobs on signature.

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.