You’re on the Australia site
Select a region

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. Ecommerce, Invoicing and jobs

    w2x

    4.85 out of 5 stars
     14
    Ecommerce, Invoicing and jobs
    Integrate WHMCS with Xero to keep your hosting billing system and customers in sync with your accounts.
  2. Loans, financing and credit

    FundTap

    4.94 out of 5 stars
     107
    Loans, financing and credit
    Get 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.
  3. Payments

    Pin Payments

    4.52 out of 5 stars
     32
    Payments
    Pin Payments allows you to accept debit and credit card payments in local or foreign currencies, no gateway or merchant account required.
  4. Payments

    uCollect

    4.68 out of 5 stars
     30
    Payments
    Automate your invoice collection with Direct Debits, eCheck and Credit Card Charges. Use Stripe, SEPA, EziDebit, NetCash, ABA file, NZ banks and more.
  5. Accountant tools, Reporting

    RecHound

    5 out of 5 stars
     9
    Accountant tools, Reporting
    Balance Sheet Recs made easy! Clear transactions mid-month and store your reconciliations safely in the cloud. Roll forward with a single click!
  6. Accountant tools, Documents

    Booke AI

    4.62 out of 5 stars
     96
    Accountant tools, Documents
    AI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors
  7. CRM, Invoicing and jobs

    Accelo

    3.45 out of 5 stars
     14
    CRM, Invoicing and jobs
    Accelo 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.
  8. Accountant tools, Ecommerce

    SaasAnt Transactions

    4.87 out of 5 stars
     30
    Accountant tools, Ecommerce
    Bulk Import, Export, Delete Excel/ CSV File Transactions/Lists (Invoices, Bills, Expenses etc.) into Xero
  9. Other, Payroll HR

    HR Central

    5 out of 5 stars
     2
    Other, Payroll HR
    Cloud-based software for HR compliance. Manage your policies, leave, employee qualifications, procedures, and documentation. HR specialist help-desk included.
  10. Debtor tracking, Payments

    ezyCollect

    4.94 out of 5 stars
     34
    Debtor tracking, Payments
    Get 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.
  11. Payments

    Zeller

    4.5 out of 5 stars
     24
    Payments
    Connect 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.
  12. Accountant tools, Reporting

    ScaleXP

    5 out of 5 stars
     56
    Accountant tools, Reporting
    The #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.
  13. Accountant tools, Reporting

    SyncHub

    5 out of 5 stars
     1
    Accountant tools, Reporting
    Easily 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.
  14. Invoicing and jobs, Time tracking

    ROLL

    4.8 out of 5 stars
     65
    Invoicing and jobs, Time tracking
    ROLL 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.
  15. Accountant tools

    Zerlock

    5 out of 5 stars
     2
    Accountant tools
    Validate 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
  16. Payments

    Windcave Payments

    Payments
    Have online invoices paid instantly with variety of payment methods. Customized with your branding, hosted securely by Windcave.
  17. CRM, Invoicing and jobs

    Invoice Stack for HubSpot

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Better Invoicing for HubSpot. Making linking Xero to HubSpot easy with this top-rated, HubSpot-certified integration.
  18. Accountant tools, Other

    XportMyData

    2.82 out of 5 stars
     11
    Accountant tools, Other
    Take control of your data. XportMyData is the simple, automated backup solution for your Xero data.
  19. Accountant tools, Bills and expenses

    Aglytica Cashpeek

    4.67 out of 5 stars
     3
    Accountant tools, Bills and expenses
    CashPeek 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.
  20. Bills and expenses

    Archa

    5 out of 5 stars
     9
    Bills and expenses
    Business 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.
  21. CRM, Invoicing and jobs

    iTrade

    4.92 out of 5 stars
     24
    CRM, Invoicing and jobs
    Introducing 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.
  22. Other

    Groundplan

    5 out of 5 stars
     2
    Other
    Design, measure and estimate your plans online. Do takeoffs, while accurately estimating materials and labour. Create a Xero quote with one click
  23. Invoicing and jobs

    hipages tradiecore

    Invoicing and jobs
    Built 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.
  24. CRM, Invoicing and jobs

    Friendly Manager

    4.2 out of 5 stars
     5
    CRM, Invoicing and jobs
    Friendly 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.

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.