Vinyl is your AI notetaker and meeting assistant for accountants and bookkeepers. It records, transcribes, and files meeting notes, syncing your client records from XPM—saving time, boosting accuracy, and keeping every client conversation tracked and searchable. Trusted by 220+ firms.

AI-Powered Work Intelligence that monitors Xero data entry & your practice, ensuring team efficiency and accuracy. Practice Analytics to onboard & price clients. Information management linked to smarter workflows. Client portals to gather information with ease. XPM and Xero Integration.

Data & AI Solutions for Accounting & Bookkeeping Firms • FY24 Xero AU Practice App of the Year • Dashboard Insights provides complete data and AI solutions for accounting and bookkeeping firms, empowering practices to optimise operations, automate compliance, and deliver smarter advisory services.

Easily file tax returns from integrated workpapers, automate provisional tax with tax pooling, and manage Inland Revenue correspondence, FBT, and more

FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.

The simplest way to connect and consolidate Live Xero data with Power BI, Excel, and Fabric, compatible with Azure Data Factory, Tableau, Solver, SSIS and many other.

FuseSign is an affordable, intuitive, and easy to use Digital Signature tool. Send documents to multiple recipients and have them signed and returned to you within minutes instead of days for the price of a stamp, it's legally binding and can be used for a wide range of signature requirements.

Streamline your Client Onboarding, Identity Verification, Data Collection & Engagement Letter signing with Seamlss. Client re-engagement with Seamlss to engage and repeat the task of data collection to prepare for EOFY with ease. Now also available in New Zealand. Explore with a free 14-day trial.

BOMA is the only 5 star rated, AI-powered marketing platform designed specifically for accountants.

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

Enhance your Xero Practice Manager without adding complexity. Link provides scheduling, capacity planning, workflow management, KPI tracking, and practice reporting - helping practices get more from Xero.

Cradle is a cloud phone system for accounting firms! We have built Cradle to interact with XPM and other tools that practices use, to help your team give your clients the best experience possible, all without wasting time (or losing it!)

Integrating Xero Practice Manager with Ferret Software's Web solution. Ferret Web provided customised database and records management, tailored workflows & access to all your documents from anywhere.

BGL's flagship product CAS 360 is the complete company, trust and AML management software solution with powerful automation and digital signing integration.

Zato is a native AI compliance production platform. Client information and query management, auto-coding, and workpaper compilation are at the heart of Zato’s key features. Shaving hours off compliance jobs, Zato completely re-invents accounting for progressive CA firms.

It’s an all-in-one solution, streamlining Client Portal, Tasks, Workflows, Projects, Budgets, Time tracking, Billing, Emails, CRM, Collaboration, BI Reporting.

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

The 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.

Karbon helps accounting firms maximize productivity and scale with ease. Karbon brings your team, clients, communication, work, proposals, billing, payments, and reporting all together in an AI-powered platform, enabling your firm to reach its full potential.

Cloud Onboarding Automation for Practices. Client Engagement Agreements, Government Authority to Act, AML Customer Due Diligence and Biometric ID Verification. E-signed, then 1-click upload to Xero XPM.

AccountKit is to accountants & bookkeepers what the V8 engine is to petrol heads. It’s an incredibly powerful suite of tools that will have your Xero Practice Manager purring so efficiently you’ll be taking care of even the most arduous tasks in no time.

Connectworks is a complete solution for AML risk management and entity management for accounting firms. It streamlines day-to-day tasks associated with managing a range of entities, including company secretarial, trust management, and AML/CDD compliance.

Exsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero.

MyWorkpapers is the cloud-based paperless workpaper solution to collaborate and manage documents, workflows and queries. Integrating MyWorkpapers with Xero empowers you to seamlessly populate your workpaper files with financial data.