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Apps for advisors

Integrating apps with Xero allows you to customise your workflows and streamline doing business for you and your clients, giving you time back to focus on what matters most.
An advisor and their client discussing apps

Discover apps to manage your clients and your practice more efficiently

Find, try and recommend apps in one place to help save you time and add value to your clients.

Save time finding & connecting to apps

Easily explore certified apps that connect to Xero for you and your clients in the Xero App Store. Utilise our enhanced search, personalised recommendations, and browse by industry and function.

Make more informed decisions

Compare app listings and select apps with confidence thanks to ratings and reviews from verified Xero customers

Add more value to your clients

Extend your offering with an app advisory service and help your clients create a customised workflow. Recommending apps is easy with our one-click advisor recommendation feature.

Optimise your practice

Connect apps to help grow your practice and work more efficiently. Customise your workflows and run your practice your way.
View apps for advisors

  1. XBert

    5 out of 5 stars
     58
    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.

  2. Taxlab

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

  3. Dashboard Insights

    5 out of 5 stars
     12
    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.

  4. FYI

    4.7 out of 5 stars
     20
    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.

Help your clients boost their business

Browse software for your clients by function or industry, or start with these popular apps that can help your clients get more efficient and connected.
View featured apps

  1. ShiftCare

    4.86 out of 5 stars
     70
    ShiftCare is your all-in-one NDIS software for rostering, invoicing, documents, and progress notes. With a mobile app for caregivers, it's everything care teams need to stay organised, compliant, and focused on delivering great care.

  2. Projectworks

    4.86 out of 5 stars
     72
    Projectworks is professional services automation software that helps consulting firms grow. Projectworks connects time tracking, resourcing, invoicing, and forecasting in one project intelligence platform - empowering your firm to operate efficiently, protect margins, and scale with confidence.

  3. Prospect CRM

    4.67 out of 5 stars
     21
    The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers

  4. Annature

    4.97 out of 5 stars
     356
    Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.

Recommend apps to your clients

Recommend apps to your clients via the Xero App Store. Simply log in, find the app you’d like to recommend and click the 'recommend to your client' toggle to add it to the top of your client’s Xero App Store homepage.
Learn more
A screenshot showing an example of the 'Recommend to your client' toggle on an app listing page
A screenshot showing an example of the 'Recommend to your client' toggle on an app listing page

“We're able to integrate Xero with a lot of the software that we use as accountants, but also for our clients.”

Carly Shaw, Clarative Accounting
    Carly Shaw, director and co-founder of Clarative Accounting
    Carly Shaw, director and co-founder of Clarative Accounting

    Apps that connect to XPM

    These apps connect to Xero Practice Manager to help you build the ultimate connected practice suite
    View full collectionof Apps that connect to XPM

    1. Annature

      4.97 out of 5 stars
       356
      Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.

    2. Spotlight Reporting

      4.86 out of 5 stars
       339
      Spotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.

    3. XBert

      5 out of 5 stars
       58
      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.

    4. Dashboard Insights

      5 out of 5 stars
       12
      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.

    Have specific or unique needs?

    Consider building a custom integration for your practice by teaming up with a Xero Developer Partner who specialises in building technical solutions on the Xero API.
    Find a custom developer
    apps and their functions
    apps and their functions
    Advisor helping client understand apps.

    Get started with the app advisory guide

    Thinking about adding app advisory to your practice? Check out our app advisory guide to learn how to choose the best apps for your clients and build out your service offering.
    Read the guide
    Advisor helping client understand apps.
    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.