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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.

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.

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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

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1 Reviews
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AC
Adam Clegg
Posted
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.
Additional info

Shared data

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

App details

Added in 2020
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.