Practice manager

Dext Prepare with Receipt Bank is the simplest way to get your client data into Xero! Say goodbye to chasing and data entry. Spend more time growing your business.

Spotlight Reporting allows accountants and business owners to create easy, great-looking performance reports, dashboards, cash flow forecasts and consolidations.

Reports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks

Practice Ignition eliminates the friction by sending your clients a single, smart proposal they can read, sign and pay in one place. That's more closed deals for you and less back and forth for everyone!

With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system. Trusted by thousands of accountants across the world to efficiently run their practices.

AccountKit is the efficiency and visibility toolkit for Xero Practice Manager. We are a full suite of tools to assist accountants and bookkeepers with the administration, compliance and advisory areas of their practice.

Your data automation partner - connect Xero to your Excel for efficient reporting and bulk upload + edit of data from within Excel. Designed for finance teams and accountants to build reports with live client data and to bulk upload and edit transactions back to Xero directly from Excel.

MyWorkpapers is a cloud based workpaper platform to complete any type of job within your practice. Our solution enables you to standardise workflows and manage clients across your practice with visibility of job progress available at anytime from anywhere.

Acterys enables flexible reporting, dashboards & planning on one or many Xero companies (consolidation) and other data. Excel, Power BI Desktop. Keywords: Reporting,Planning,Consolidation,Dashboards,Budgeting, Power BI Desktop, Excel, Business Intelligence

A powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.

Easily handwrite your notes in the cloud.

Easily connect Xero or Xero Practice Manager to reporting tools like Power BI. No more manual CSV exports, no more incomplete reports. Just good data.

With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

A true Cloud Document Management system with fully integrated Secure Client Portal.

Practice management for naturopaths, nutritionists, & herbalists. Makes running a clinic simpler, putting financial information where you need it.

The ultimate Dashboard, reporting, budgeting, cashflow, KPI, Consolidation bundle for Businesses and as a foundation for Accountants Business Advisory.

Business Managers and Advisors see performance at a glance. White label desktop, reports and free mobile app prompt Advisor engagement to improve cash flow & KPI's. No data input required.

Market, sell & deliver systemised Business Development services to clients. Build proposals and plans effortlessly. Expand revenues beyond compliance.

InfoTrack enables you to easily perform a range of professional searches covering company, people, property, Bankruptcy, AML and KYC Due Diligence requirements.

The all-in-one document management system used by leading brands. Automate filing and workflow, share documents securely, use eSignatures and more.

Up your planning game with PlanRight - the powerful add-on to Xero Practice Manager.

Automatically create clients, contacts and jobs and supporting documents from WordPress & Gravity Forms in Xero Practice Manager.

Automation repetitive document processes within your firm. FuseDocs connects to your existing systems to save you hours.

Cloud-based practice management software featuring lead & account management, opportunities tracking, job assignment, scheduling, invoicing, analytics and more.