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AccountancyManager

By AccountancyManager
5 out of 5 stars
Award-winning, cloud-based practice management software - designed by accountants and used by thousands of practices across the UK.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
3 years
April 2020
Key functions
Accountant tools
Practice manager

Overview

AccountancyManager is an award-winning, cloud-based practice management software - designed by accountants and used by thousands of practices across the UK. AM provides accountants with the opportunity to onboard clients with ease, run their practices more efficiently and reduce the admin involved in working on clients' affairs. We have a range of features and solutions available within the software to help reduce the admin involved in running a successful accountancy practice.

AccountancyManager
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AccountancyManager + Xero

When you’ve connected your Xero Account to AccountancyManager, any Contact that you create in Xero will be brought through to AccountancyManager as a Client. Likewise for AccountancyManager - any Client you create will be brought through to Xero as a Contact.

Any updates you make to those Contacts and Clients will be reflected in the other respective software.

In addition to this, invoices raised in AM will create a draft invoice in Xero. Invoices created in Xero will create an invoice in AM. If marked as paid in either software, this will be updated in both places.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

AC
Adam Clegg
Posted 7 Jan 2021
5 out of 5 stars
AM makes practice management straight forward. From proposals, to onboarding, task management, deadlines, and document storage. This is the cornerstone of my practice administration.
2 people found this review helpful.

Additional info

Shared data

Xero
AccountancyManager
Invoicesshared from Xero to AccountancyManager and from AccountancyManager to Xero
Contactsshared from Xero to AccountancyManager and from AccountancyManager to Xero
Accountsshared from Xero to AccountancyManager

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By AccountancyManager
Added in 2020

Get started with AccountancyManager

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.