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.
- Ecommerce, Invoicing and jobs
w2x
4.85 out of 5 stars14Ecommerce, Invoicing and jobsIntegrate WHMCS with Xero to keep your hosting billing system and customers in sync with your accounts. - Loans, financing and credit
FundTap
4.94 out of 5 stars107Loans, financing and creditGet your unpaid invoices funded within hours, not weeks. FundTap connects to your Xero account in minutes, letting you access cash when you need it most. No paperwork, no long-term contracts – just fast, on-demand invoice payments to keep your business moving forward. - Payments
Pin Payments
4.52 out of 5 stars32PaymentsPin Payments allows you to accept debit and credit card payments in local or foreign currencies, no gateway or merchant account required. - Payments
uCollect
4.68 out of 5 stars30PaymentsAutomate your invoice collection with Direct Debits, eCheck and Credit Card Charges. Use Stripe, SEPA, EziDebit, NetCash, ABA file, NZ banks and more. - Accountant tools, Reporting
RecHound
5 out of 5 stars9Accountant tools, ReportingBalance Sheet Recs made easy! Clear transactions mid-month and store your reconciliations safely in the cloud. Roll forward with a single click! - Accountant tools, Documents
Booke AI
4.62 out of 5 stars96Accountant tools, DocumentsAI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors - CRM, Invoicing and jobs
Accelo
3.45 out of 5 stars14CRM, Invoicing and jobsAccelo is an end-to-end platform to manage all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more. Accelo integrates seamlessly with Xero by automatically syncing invoices and payments. - Accountant tools, Ecommerce
SaasAnt Transactions
4.87 out of 5 stars30Accountant tools, EcommerceBulk Import, Export, Delete Excel/ CSV File Transactions/Lists (Invoices, Bills, Expenses etc.) into Xero - Other, Payroll HR
HR Central
5 out of 5 stars2Other, Payroll HRCloud-based software for HR compliance. Manage your policies, leave, employee qualifications, procedures, and documentation. HR specialist help-desk included. - Debtor tracking, Payments
ezyCollect
4.94 out of 5 stars34Debtor tracking, PaymentsGet your business paid faster with ezyCollect – an AR automation platform designed to streamline your receivables. Automate payment reminders via email, call and SMS, payment writebacks, reconciliations, statements, credit checks, and digital credit applications. Boost cash flow – try it free today. - Payments
Zeller
4.5 out of 5 stars24PaymentsConnect Zeller with your Xero account to accept online payments for your Xero Invoices. Enjoy low transaction pricing for all card types, same-day settlement to your Zeller Transaction Account or next business day to any third-party bank account, and one-click reconciliation to your Xero account. - Accountant tools, Reporting
ScaleXP
5 out of 5 stars56Accountant tools, ReportingThe #1 automation platform for B2B businesses using Xero. Streamline month-end using AI-powered tools which prepare detailed journals for deferred revenue, accrued revenue and prepayments. Easily integrate tracking codes. Use powerful algorithms to understand and derive business critical metrics. - Accountant tools, Reporting
SyncHub
5 out of 5 stars1Accountant tools, ReportingEasily connect Xero, Xero Projects, Xero Payroll, or Xero Practice Manager to reporting tools like Power BI, Tableau, Google Sheets or Microsoft Excel. No more manual CSV exports, no more incomplete reports. Just good data. - Invoicing and jobs, Time tracking
ROLL
4.8 out of 5 stars65Invoicing and jobs, Time trackingROLL workflow management software is an "all in one" business solution. Manage leads and projects, track time and get real-time visibility of how your business is performing. ROLL is perfect for consultancies, graphic designers, web studios, engineers and other service-based businesses. - Accountant tools
Zerlock
5 out of 5 stars2Accountant toolsValidate your clients’ Xero data in seconds! Link your Xero accounts and instantly identify anomalies without the hours of grunt work. Simply visit https://www.zerlock.io and select the Sign in to Zerlock with Xero button - Payments
Windcave Payments
PaymentsHave online invoices paid instantly with variety of payment methods. Customized with your branding, hosted securely by Windcave. - CRM, Invoicing and jobs
Invoice Stack for HubSpot
5 out of 5 stars1CRM, Invoicing and jobsBetter Invoicing for HubSpot. Making linking Xero to HubSpot easy with this top-rated, HubSpot-certified integration. - Accountant tools, Other
XportMyData
2.82 out of 5 stars11Accountant tools, OtherTake control of your data. XportMyData is the simple, automated backup solution for your Xero data. - Accountant tools, Bills and expenses
Aglytica Cashpeek
4.67 out of 5 stars3Accountant tools, Bills and expensesCashPeek is an agriculturally focused platform, delivering advanced budgeting and cashflow forecasting. It has been developed together with farmers and farm management consultants to address the issues they have in quickly putting together farm budgets, forecasts and identifying peak debt. - Bills and expenses
Archa
5 out of 5 stars9Bills and expensesBusiness credit cards powered by Mastercard, and spend management software for high-growth businesses. Issue cards to your whole team and automatically match expenses in Xero with smart receipt scanning, eliminating employee reimbursements and saving you hours of manual data entry and paperwork. - CRM, Invoicing and jobs
iTrade
4.92 out of 5 stars24CRM, Invoicing and jobsIntroducing job management software designed for tradespeople and companies with field workers. Simplify quoting, booking, scheduling, and dispatching. Features include safety forms, real-time invoicing with GPS, reports, and timesheets. Get jobs done faster with iTrade. - Other
Groundplan
5 out of 5 stars2OtherDesign, measure and estimate your plans online. Do takeoffs, while accurately estimating materials and labour. Create a Xero quote with one click - Invoicing and jobs
hipages tradiecore
Invoicing and jobsBuilt exclusively for tradies, hipages tradiecore is a powerful, yet simple, lead and job management app. You can easily grow and manage your tradie business from the palm of your hand, spending less time on admin and more time winning work. - CRM, Invoicing and jobs
Friendly Manager
4.2 out of 5 stars5CRM, Invoicing and jobsFriendly Manager is a powerful and intuitive club administration platform made for clubs. Whether you're a sports or dance club, volunteer organisation or community group, every club needs help. Make running your club easy with Friendly Manager.
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.