Documents
Streamline your accounting data when you connect document management software and apps with Xero. The right document management system can help you manage contracts and legal documents and see a complete audit trail all in one place.
Documents, OtherThe Portal Genie
5 out of 5 stars 8Documents, OtherThe Portal Genie syncs Xero documents into your own branded portal. Clients view and pay invoices like a shopping cart, upload and retrieve other documents, plus you can advertise and communicate. Fast, easy, affordable. Goodbye email trawling, hello customer experience layer.
Bills and expenses, DocumentsHubdoc
3.29 out of 5 stars 232Bills and expenses, DocumentsHubdoc is Xeroâs data capture tool. Hubdoc and Xero together make bookkeeping seamless â unlocking valuable insights about your business.
Bills and expenses, DocumentsDatamolino
4.92 out of 5 stars 414Bills and expenses, DocumentsDatamolino automates the processing of data from your financial documents, including: ⢠Bills ⢠Receipts ⢠Bank Statements. Captured data includes invoice description and line items. Supports multi-entity and multi-location businesses. Unique rules for each entity, location, project or department.
Documents, Practice managerSuiteFiles
4.72 out of 5 stars 53Documents, Practice managerWith SuiteFiles, you get a fully integrated document management solution to manage all your files, emails, and client communication in the cloud â so you can ditch the admin, simplify your workflows, and focus on doing work that delights your clients.
DocumentsfileAI
4.76 out of 5 stars 37DocumentsfileAI 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.
Accountant tools, DocumentsAnnature
4.97 out of 5 stars 357Accountant tools, DocumentsIntegrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
Bills and expenses, DocumentsBillBjorn
4.88 out of 5 stars 24Bills and expenses, DocumentsScan invoices into Xero in seconds, not hours. Automate data entry, reduce errors with powerful OCR, and simplify your workflow. Effortlessly sync bills, receipts, and invoices into Xero with accuracy and speed. Start your free trial today and focus on growing your business stress-free.
Bills and expenses, DocumentsWellyBox
Bills and expenses, DocumentsFind all your receipts in Gmail or Outlook automatically. Join 70,000+ customers using the power of GPT and OCR to automate manual admin tasks. Meet WellyBox, your AI virtual assistant for receipts.
Documents, Practice managerContent Snare
4.95 out of 5 stars 73Documents, 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.
Bills and expenses, DocumentsDOKKA
5 out of 5 stars 2Bills and expenses, DocumentsDOKKA is an AI-powered AP automation platform that speeds up your invoice processing, approvals and document management. Directly integrated with Xero.
Accountant tools, DocumentsUncat
5 out of 5 stars 6Accountant tools, DocumentsStop herding cats! Uncat makes it easy to resolve uncategorized transactions, request documents, and collect receipts from your clients. Uncat syncs with Xero and automatically remind clients and you anytime something needs doing. Just $9/mo.
Documents, InventoryEMERGE App
4.93 out of 5 stars 29Documents, InventoryOrder, purchase, and inventory software solutions for SMB import, export, distribution, trading and/or simple production. AI-powered & optimized for traditional B2B industries with User-friendliness, flexibility, and cost-effectiveness. B2B e-commerce & barcoding platform with advanced reporting.
Debtor management, DocumentsNagging Panda
5 out of 5 stars 7Debtor management, DocumentsYour all-in-one solution for accounts receivable automation. From automated statement runs and invoice or quote reminders to built-in late fee generation, get paid faster, save time, and boost cash flow. Simplify your admin, improve efficiency, and take the hassle out of getting paid.
Accountant tools, DocumentsSignWell
Accountant tools, DocumentsSignWellâs Xero integration lets you send Quotes and Invoices for eSignature without leaving your workflow.
Documents, Reporting and forecastingMAUS Business Systems
5 out of 5 stars 14Documents, Reporting and forecastingMaus consists of one of the largest range of business management tools in one integrated platform to help you build success, including: KPI dashboard and CFO reporting, strategic & business planning, exit & succession planning and compliance documentation & policies.
Bills and expenses, DocumentsMMC Receipt
3.67 out of 5 stars 3Bills and expenses, DocumentsMMC Receipt is a document capturing app which captures and processes all your receipts, bills, and bank statements using OCR, machine learning, and human checks so that you can take out the hassle of data entry while having access to unlimited receipts, users, and storage of data in flat pricing.
DocumentsMyDocSafe
3 out of 5 stars 2DocumentsMyDocSafe eliminates the friction by sending your clients an email to a beautiful proposal, or an engagement letter or a webform or a request to upload a document securely to a client portal.
Documents, Invoicing and jobsProspero
1 out of 5 stars 2Documents, Invoicing and jobsCreate professional business proposals and easily turn them into invoices with Prospero and Xero's powerful integration. Import contacts, increase sales, impress clients, monitor conversions, and more; use Prospero's functional proposal management software to scale your business to the next level.
What is document management software?
Looking for more accurate data, smoother workflows and easier collaboration in your day-to-day tasks? Implementing a document management system allows you to bring your entire business or practice onto the cloud, so everything you need is accessible at the click of a button.
Whether you are running a small business or are an accountant helping small businesses, this type of software can help streamline time-consuming tasks, keep you organised and deliver a high level of service to your customers.
What are the benefits of document management software?
Control over your files. Manage contracts, legal documents, invoices and more all in one place, with intuitive categorisation and coding options making it easy to find what you need quickly.
Improved accuracy. No more manual entry of data or maintaining data in multiple locations. These apps sync to Xero to keep your records up to date and accurate.
Easy collaboration. Whether collaborating with members of your team on a document or working with a client to get an invoice signed off, replace tedious emails with efficient communication tools and automated workflows.
What are the typical features of document management software?
Cloud storage and document management. Keep all of your files in one place, and easily access them on the cloud anywhere, anytime.
Workflow automation. Automate repetitive, multi-step processes like invoicing, approving documents and filing emails.
Search and sort functionality. Keep your files organised and categorised automatically, so you can quickly search and find what you need.
Productivity tools. Manage your time and team more easily with features like streamlined and shareable to-do lists, task delegation features and job tracking. Plus, many of these apps integrate with Microsoft Office tools you may already be using.
How document management software works with Xero
When integrated with Xero, document management apps can bring even more automation to your workflows and organisation to your data.
Stop manually copy-pasting data across systems and spending time chasing clients for invoices and approvals. Connecting these apps to Xero or Xero Practice Manager makes it easier to:
Pull accurate data to auto-fill forms, reports and invoices for your clients
Set automation rules to help you code documents to jobs, clients or other categories you choose and easily resolve uncategorised transactions in Xero
Get approvals and sign off from colleagues and clients with automated reminders and easy file sharing
Find your fit
Every document management software integration with Xero can be different.
To learn more, browse through the document management 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 get started directly from the app listing page in just a few clicks.