Congratulations to our winner, Socket!
Socket is a proposal and engagement management platform built for accountants and bookkeepers to level-up client engagement, prevent scope creep, and protect profitability by pricing with clarity. Socket streamlines client journeys — from beautiful, high-value proposals to automated repricing and renewals.
Key features include:
- Fast, high-value proposals: Land higher-value deals quickly using branded proposals with options, extras, and automated reminders.
- Automated billing: Set-and-forget invoices that automatically track and apply changes in Xero, reducing manual effort.
- Profit protection: Customisable pricing with price monitoring ensures prices align with costs, even when rolling out global updates.
- Full ecosystem integration with Xero, Dext, Karbon, and more for seamless workflow automation.
Learn more about Socket below and meet the rest of our finalists that are empowering accountants and bookkeepers to scale and better serve their clients.
- Accountant tools, Invoicing and jobs
Socket
5 out of 5 stars13Accountant tools, Invoicing and jobsSupercharge sales and retain profitable clients with Socket, a powerful proposal and engagement management system for accountants and bookkeepers. - Documents
fileAI
4.76 out of 5 stars37DocumentsfileAI leverages proprietary advanced AI OCR to extract and structure data from receipts, invoices, and bank statements, and more in real time. Eliminate manual entry, ensure always up-to-date, audit-ready records, and sync seamlessly with Xero for faster, more accurate bookkeeping. - Documents, Practice manager
Content Snare
4.94 out of 5 stars51Documents, Practice managerThe 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. - Payroll HR, Time tracking
Jibble
4.87 out of 5 stars76Payroll HR, Time trackingJibble is a 100% FREE employee time tracking app for timesheets, payroll, attendance, activity, and project tracking. Transform your business with award-winning web and mobile applications to get accurate work hours, measure the efficiency of your employees, and improve time utilization.
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.
