Practice manager

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

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

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!

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.

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.

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.

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.

Cloud Onboarding Automation for Practices. Client Agreements, Renewals, Surveys, Authority & Consents: E-signed, then 1-click upload to Xero XPM/WFM.

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.

All the content, training, and support you need to market, sell, and deliver Business Advisory services, in one bespoke portal.

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.

Lightning fast customer messaging. Chat to your website visitors in real-time, manage leads, and increase sales - all with indemandly

Simplify your life with automated annual reviews, smart documents and company debt alerts, seamless document delivery and digital signing.

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.

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.

Real-time, dynamic and interactive dashboards, giving you a visual representation of your business performance that you can view instantly at your fingertips.

Connectworks enables you to achieve compliant companies, trusts and estates and to streamline their management and handle your AML/CFT obligations. Facilitates smart connections with clients, Xero, XPM, the Companies Office, other professionals and more.

A new breed of cloud document management purpose-built for accountants, FYI automates routine, repetitive tasks so you can be more productive.