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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. 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
  2. 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.
  3. 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.
  4. 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.
  5. Accountant tools, Ecommerce

    CarryTheOne

    5 out of 5 stars
     5
    Accountant tools, Ecommerce
    Connect Shopify, BigCommerce, Faire, Wix, OpenCart, PrestaShop, Ecwid, Square, Squarespace, eBay, WooCommerce, Magento/Adobe, osC, Zen Cart for seamless importing of invoicing, credit notes, payments, transaction fees, customers and items. Over 15 years of reliable service with emphasis on tax
  6. Accountant tools, Bills and expenses

    ProSpend

    5 out of 5 stars
     3
    Accountant tools, Bills and expenses
    Smart Automation for all spend. One platform to manage expenses, supplier invoices, purchase orders and travel spend. All with budget visibility.
  7. Accountant tools

    FloQast

    Accountant tools
    FloQast, an AI-powered Accounting Transformation Platform trusted by 2,800+ global accounting teams – including CyberCX, Bunnings, Zoom, and Shopify – enhances how accounting teams work, enables automation in close management, account reconciliations, accounting operations, and compliance activities
  8. Payments

    Helcim

    4.45 out of 5 stars
     11
    Payments
    Unlock savings with ACH and card payments for your Xero invoices. Helcim merchants save on average 26% in transaction costs vs. flat rate providers.
  9. Accountant tools, Reporting

    Connectorly for PowerBI

    5 out of 5 stars
     8
    Accountant tools, Reporting
    Connectorly for Xero and Power BI offers seamless financial analysis for one or more Xero Organisations. Get started quickly with beautiful templates for Profit & Loss, Balance Sheet, Aged Debt and more. We’ve made the Xero data model easier to work with and enriched it to make forecasting simple.
  10. Inventory, Invoicing and jobs

    Gojee

    4.94 out of 5 stars
     52
    Inventory, Invoicing and jobs
    Manage Jobs, Projects, Inventory, Scheduling, Time Tracking, Timesheets, Clients, Invoicing, Payments, POS, Purchasing, Quotes, Assets & more all in one app. Australian owned. Designed for Xero.
  11. Debtor tracking, Invoicing and jobs

    Cimplico Sync

    Debtor tracking, Invoicing and jobs
    Automatic multi-entity synchronisation of invoices and contacts from one Xero Group file to related Xero Satellite files in real-time.
  12. Accountant tools, Bills and expenses

    Quadient AP

    5 out of 5 stars
     4
    Accountant tools, Bills and expenses
    Quadient AP reduces manual data entry and automates approval workflows for your accounting team, making the AP process more efficient and less error-prone.
  13. CRM, Practice manager

    Exsalerate

    4.81 out of 5 stars
     42
    CRM, Practice manager
    Exsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.
  14. Reporting

    Mosaic.tech

    Reporting
    Mosaic is a real-time Analytics and Planning platform that helps teams get from data to decision — faster.
  15. Invoicing and jobs

    Maxio

    Invoicing and jobs
    The #1 Financial Operations platform for B2B SaaS companies. Maxio's two-way sync with Xero allows you to push invoice data and revenue schedules seamlessly between platforms. Maxio helps automate RevRec and reporting capabilities while ensuring all new transactions are updated and synced correctly.
  16. Accountant tools, Invoicing and jobs

    Lucida

    5 out of 5 stars
     7
    Accountant tools, Invoicing and jobs
    Streamline your invoicing in Costa Rica and Mexico without leaving Xero. With this integration your invoices will be sent to Ministerio de Hacienda or Servicio de Administración Tributaria(SAT) automatically.
  17. Bills and expenses, Payments

    Tipalti

    3.86 out of 5 stars
     7
    Bills and expenses, Payments
    Modernize your business with Tipalti’s holistic finance automation solution - gain better visibility and control of your company spend, save money, and run your business and finance team more efficiently. Solve complexity around cross-border use cases while extending the power of Xero
  18. Reporting

    Standard Metrics

    Reporting
    Standard Metrics is an automated data platform that enables financial transparency between startups and their external stakeholders.
  19. Time tracking

    memtime

    Time tracking
    Memtime is a fully automatic time tracking software for Windows, macOS & Linux. It captures every computer activity down to the second. No matter if you work in different programs, e-mails, browser tabs, or calendar entries - time tracking is done automatically without your efforts and reminders.
  20. CRM, Invoicing and jobs

    Thryv

    1 out of 5 stars
     1
    CRM, Invoicing and jobs
    Thryv's small business management software is an end to end solution to running your business. In one dedicated platform you can manage your contacts, keep track of your schedule, create estimates & invoices, accept payments and so much more.
  21. Accountant tools, Other

    Easy Month End

    5 out of 5 stars
     17
    Accountant tools, Other
    Easy Month End is a team workflow management and reconciliation tool that will make your month ends a breeze. Say goodbye to managing your team’s work allocation and recurring tasks on Excel and Outlook and enjoy a workflow and reconciliation tool made specifically for finance teams.
  22. Other, Workflow builders

    Pabbly Connect

    Other, Workflow builders
    Pabbly Connect is an app for making integration automation between 2 or more apps that holds more than 2,000+ integration.
  23. Payroll HR, Time tracking

    TimeKeeper

    5 out of 5 stars
     8
    Payroll HR, Time tracking
    Employee time clock, timesheets, time off, leave management, GPS clock ins, facial recognition, geofences, time spent on jobs and more.
  24. Invoicing and jobs, Time tracking

    Fresh Projects

    5 out of 5 stars
     8
    Invoicing and jobs, Time tracking
    Project Financial Management for Professional Services firms (Architects, Engineers, Quantity Surveyors, Consultants). Pipeline. Budgets. Fees. Timesheets. Expenses. Forecasts. Resourcing. Invoices. Tasks. Supports Multi Xero Orgs and Multi Currency.

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.