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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.

Filter by function
  1. Accountant tools, Practice manager

    Rechargly

    5 out of 5 stars
     12
    Accountant tools, Practice manager
    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.
  2. Payroll HR

    Employment Hero

    3.64 out of 5 stars
     15
    Payroll HR
    The smarter way to manage HR and recruitment. All in one place.
  3. Accountant tools, Ecommerce

    Link My Books

    4.99 out of 5 stars
     578
    Accountant tools, Ecommerce
    Link My Books automates e-commerce bookkeeping for Amazon, eBay, Shopify, and more. Save hours each month with accurate, tax-compliant financials, industry benchmarking, and easy payout reconciliation. Trusted by thousands of sellers and accountants. Start your free 14-day trial today!
  4. Bills and expenses, Payments

    Expensify

    4.46 out of 5 stars
     497
    Bills and expenses, Payments
    Track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills—all in one place. Whether you're self-employed, running a small business, managing a team, or overseeing global finances, let Expensify handle your travel and expense, at the speed of chat.
  5. Accountant tools, Reporting

    Float Cashflow Forecasting

    4.83 out of 5 stars
     334
    Accountant tools, Reporting
    Float can help your business keep track of where your business stands at any given time, so you can make smarter, more confident decisions.
  6. CRM, Other

    Data sync by HubSpot

    1 out of 5 stars
     3
    CRM, Other
    An automatic, bi-directional contacts sync between HubSpot and Xero.
  7. Invoicing and jobs, Time tracking

    Harvest

    3.71 out of 5 stars
     37
    Invoicing and jobs, Time tracking
    Simple time tracking, powerful reporting, and quick invoicing. Trusted by over 10,000 businesses in more than 100 countries.
  8. Bills and expenses, Payments

    Weel

    4.84 out of 5 stars
     102
    Bills and expenses, Payments
    Weel helps Xero users process every expense in real time within a single tool and send completed expense reports directly to their Xero account.
  9. Payments

    pay.com.au

    4.92 out of 5 stars
     12
    Payments
    pay.com.au is the best way to unlock cashflow and earn rewards points on all your business payments.
  10. Invoicing and jobs

    Halaxy

    5 out of 5 stars
     2
    Invoicing and jobs
    Free to use practice management software that removes administration - integrating patient records, diary, invoices and more when you make a booking.
  11. Accountant tools, Practice manager

    BAS Ready

    5 out of 5 stars
     5
    Accountant tools, Practice manager
    View the status of your Xero clients for each Activity Statement period in one easy-to-read dashboard showing unreconciled bank transactions, GST, and key payroll data. Our simple setup means you'll be up and running in less than a few minutes.
  12. CRM

    Capsule CRM

    4.64 out of 5 stars
     64
    CRM
    A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
  13. Invoicing and jobs, Time tracking

    AroFlo

    3.91 out of 5 stars
     17
    Invoicing and jobs, Time tracking
    AroFlo is a full-featured job management solution for trade and service-based businesses. Manage jobs through their entire lifecycle—from the initial query and quote all the way to final invoicing.
  14. Invoicing and jobs

    Quotient

    4.89 out of 5 stars
     129
    Invoicing and jobs
    Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Integrate with Xero so that your accepted Quotient quotes automatically appear as invoices.
  15. Accountant tools, Practice manager

    Dashboard Insights

    5 out of 5 stars
     9
    Accountant tools, Practice manager
    Drive business performance & profits with Dashboard Insights. Our tailored business dashboards transform real-time data into actionable insights. Maximise profitability, streamline jobflow, optimise reporting, and empower teams with data-driven decisions. Ensure 100% visibility, 100% of the time.
  16. Invoicing and jobs, Payments

    Pinch Payments

    4.77 out of 5 stars
     100
    Invoicing and jobs, Payments
    Pinch helps service businesses of all kinds get on top of their accounts receivables. Collect payments online using card or bank account and charge automatically with Pinch Pre-Approvals. No up front costs, no subscription fees, no lock in contract. Flexible automatic surcharging options.
  17. Accountant tools, Reporting

    OdataLink

    4.89 out of 5 stars
     36
    Accountant tools, Reporting
    The simplest way to connect and consolidate Xero data with Power BI and Excel.
  18. Debtor tracking, Invoicing and jobs

    Chaser

    4.98 out of 5 stars
     374
    Debtor tracking, Invoicing and jobs
    Automate 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).
  19. Accountant tools, Reporting

    Reach Reporting

    4.93 out of 5 stars
     72
    Accountant tools, Reporting
    Xero users LOVE Reach Reporting! See why everyone is switching. FP&A and financial reporting have never been so powerful yet simple.
  20. Time tracking

    Timely

    4.67 out of 5 stars
     22
    Time tracking
    Timely. The booking software that keeps clients coming back. Run your salon like a pro with easy-to-use booking software that puts you in control of the whole client experience.
  21. Accountant tools, Reporting

    Scott's Add-ins

    4.98 out of 5 stars
     51
    Accountant tools, Reporting
    Build real-time reports without leaving Excel. Scott’s Add-ins automates the sync of data from Xero to Excel. Quickly build flexible & bespoke reports for clients and industry. Consolidate multiple entities into one workbook. Sync Xero data to your Excel templates.
  22. Payroll HR

    Deel

    4.12 out of 5 stars
     8
    Payroll HR
    Deel is the all-in-one platform made to simplify all things HR, built for global teams. It helps companies simplify every aspect of managing an international workforce, from culture and onboarding, to local payroll and compliance.
  23. Reporting, Tax and compliance

    generate.TAX

    5 out of 5 stars
     7
    Reporting, Tax and compliance
    generate.TAX is a VAT solution that seamlessly connects to Xero and helps accountants and finance teams with statutory VAT and GST compliance. We handle a growing list of VAT returns in Ireland, Malta, Cyprus, UAE, IOM & Jersey. Also provides an EU VAT number checker for customers and suppliers.
  24. 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

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.

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.