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.
- Accountant tools, Reporting and forecasting
Syft
4.83 out of 5 stars471Accountant tools, Reporting and forecastingReports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights - Accountant tools, Bills and expenses
Dext
4.81 out of 5 stars1064Accountant tools, Bills and expensesAutomate your bookkeeping with Dext. Capture receipts, track expenses and mileage, and connect to Xero, 11,500+ apps, banks, and more. Save time, reduce errors, boost efficiency. Free trial! - Payments, Point of sale
Square
4.05 out of 5 stars47Payments, Point of saleSquare helps sellers of all sizes start, run, and grow their business. Take payments any way you want. Whether online or in-person, get paid quickly and securely with a variety of hardware and software to process credit cards, Apple Pay, and Android Pay, including touch-free options. - Time tracking
Timely
4.67 out of 5 stars22Time trackingTimely. The booking software that keeps clients coming back. Run your salon like a pro with easy-to-use booking software that puts you in control of the whole client experience. - Carbon accounting, Reporting and forecasting
Sumday
5 out of 5 stars5Carbon accounting, Reporting and forecastingLearn, measure and report on your emissions with ease. 🌎 Xero customers can now sign up to access Sumday, free for 12 months*. - Accountant tools, Ecommerce
Synder
4.69 out of 5 stars144Accountant tools, EcommerceReconcile sales from Stripe, PayPal, Square, WooCommerce, Shopify, Amazon, GoCardless, eBay, Etsy, TikTok, BigCommerce, Faire, Squarespace, Wix, Walmart in Xero with ease and zero discrepancy. Try it for free! - Debtor tracking, Payments
ezyCollect
4.94 out of 5 stars34Debtor tracking, PaymentsGet 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. - Bills and expenses, Documents
Hubdoc
3.38 out of 5 stars220Bills and expenses, DocumentsHubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business. - Payments
Stripe
2.72 out of 5 stars327PaymentsStripe makes it easy to accept payments from debit cards, credit cards, Apple Pay, and Google Pay for online invoices sent from Xero—so you can get paid faster. - Accountant tools, Bills and expenses
Revolut Business
3.4 out of 5 stars5Accountant tools, Bills and expensesConnect your Revolut Business account with Xero to track transactions, record receipts, tax rates, categories, and easily import and export bills, along with many other features. - Accountant tools, Reporting and forecasting
Spotlight Reporting
4.87 out of 5 stars332Accountant tools, Reporting and forecastingSpotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting. - Accountant tools, Reporting and forecasting
joiin
4.92 out of 5 stars365Accountant tools, Reporting and forecastingMulti-entity consolidated financial reporting, group consolidations and intercompany reporting for organisations and accountants. Great-looking reports at the touch of a button. 14 day free trial. - Payments
GoCardless
3.51 out of 5 stars185PaymentsEnd late payments. Automatically debit your customer’s bank account whenever your Xero invoices are due. Lower-cost alternative to card payments. - Accountant tools, Reporting and forecasting
Mayday
4.98 out of 5 stars293Accountant tools, Reporting and forecasting“A multi-entity must have”. Intercompany & intra-entity charge automation | Balance sheet recs | Cross-entity bank rec. Xero Emerging App Partner of the Year 2023. - Payroll HR
SimplePay
4.83 out of 5 stars68Payroll HRPayroll software that simply works, for South Africa, Ireland, Singapore and Hong Kong. Fully online and up to date with the relevant legislation. - Bills and expenses, Payments
Pleo
4.97 out of 5 stars128Bills and expenses, PaymentsSave time and money by simplifying your business spending with Pleo. Make lost receipts a thing of the past by going digital, get full control over company spending, and wave goodbye to manual data collection. - Inventory, Invoicing and jobs
Simpro
3.78 out of 5 stars65Inventory, Invoicing and jobsAchieve end-to-end field service management with Simpro. More than 8,500 service, project and maintenance businesses trust Simpro for quotes, scheduling, dispatch, invoicing, payments, inventory management and more. - Accountant tools, Reporting and forecasting
G-Accon for XERO
4.81 out of 5 stars197Accountant tools, Reporting and forecastingG-Accon securely connects Xero with Google Sheets. Automate reports, design dashboards, multi-entity consolidations, and push data back to Xero. Workflow automation and two-way sync will save you hours. - Other, Workflow builders
Make
3.8 out of 5 stars15Other, Workflow buildersMake lets you design, build, and automate by connecting Xero with thousands of apps in just a few clicks. - Invoicing and jobs, Time tracking
WorkflowMax
2.98 out of 5 stars119Invoicing and jobs, Time trackingTake control with WorkflowMax, the all-in-one job management solution for Xero users. Save time, cut admin, boost performance and increase profits with rich features and an intuitive experience that puts you in control. - Accountant tools, Practice manager
Rechargly
5 out of 5 stars13Accountant tools, Practice managerThe easiest way to get paid for software disbursements. Rechargly empowers accounting firms to manage any software they pay for on behalf of their clients. We turn needlessly complex CSVs into paid invoices while giving your practice control of partner discounts split and margins. - Accountant tools, Ecommerce
Link My Books
4.99 out of 5 stars584Accountant tools, EcommerceLink My Books automates e-commerce bookkeeping for Amazon, eBay, Shopify, and more. Save hours each month with accurate, tax-compliant financials, industry benchmarking, and easy payout reconciliation. Trusted by thousands of sellers and accountants. Start your free 14-day trial today! - Accountant tools, Practice manager
Ignition
4.94 out of 5 stars525Accountant tools, Practice managerIgnition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payment collection and workflows in a single platform to transform how your firm engages clients, bills and gets paid. - Bills and expenses, Payments
Expensify
4.46 out of 5 stars497Bills and expenses, PaymentsTrack expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills—all in one place. Whether you're self-employed, running a small business, managing a team, or overseeing global finances, let Expensify handle your travel and expense, at the speed of chat.
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.