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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. Bills and expenses, Invoicing and jobs

    Cloud Depot

    4.58 out of 5 stars
     12
    Bills and expenses, Invoicing and jobs
    Fully automate your invoices, purchase orders and payments from Autotask to Xero. Set up in under 5 minutes and try free for 30 days!
  2. Invoicing and jobs, Reporting

    Scoro

    4.75 out of 5 stars
     4
    Invoicing and jobs, Reporting
    Manage projects, resources, and finances in a single system. Built for consultancies, agencies, and other professional service businesses to gain visibility, boost profitability, and standardize operations.
  3. Reporting

    Agicap

    5 out of 5 stars
     1
    Reporting
    Agicap is the leading European Cash Management and Liquidity Planning software. Agicap connectivity permits to combine information from all your banks with Xero data (invoices, purchase orders...) to maintain an up-to-date cash flow forecast and enhance cash collection.
  4. 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.
  5. 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.
  6. 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!
  7. Accountant tools, Documents

    Booke AI

    4.62 out of 5 stars
     96
    Accountant tools, Documents
    AI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors
  8. 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.
  9. 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
  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. 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.
  12. 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.
  13. 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.
  14. Payroll HR

    HReasily

    5 out of 5 stars
     6
    Payroll HR
    Your all-in-one, cloud-based HR solution in Asia. Automate Payroll, Staff and Leave Management processes. Start saving time and money.
  15. 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.
  16. 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.
  17. 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
  18. 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.
  19. 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
  20. 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.
  21. 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
  22. 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.
  23. 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.
  24. 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.

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.