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Scoro

By Scoro
5 out of 5 stars
Free 14 day trial available
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Manage projects, resources, and finances in a single system. Built for consultancies, agencies, and other professional service businesses to gain visibility, boost profitability, and standardize operations.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Try this app
Free 14 day
trial available
Listed for
5 years
October 2019

Overview

Scoro is a professional services automation platform (PSA) built for agencies, consultancies, and all types of other professional service businesses. With Scoro, you can manage projects, finances, resources, and reporting in a single system. This way, you gain visibility into your project and business performance and can make data-driven decisions to increase productivity and profitability. You keep your sales, delivery, and finance teams unified and aligned.

  • Manage the entire project lifecycle in a single system – estimate scope, plan projects, track results, issue invoices, and manage project costs.
  • Increase business and project profitability – understand which clients, projects, services, or teams are profitable and which ones eat into your margins.
  • Plan capacity and forecast team utilization – balance your team’s workloads to prevent burnout and make proactive decisions on outsourcing or hiring.
  • Track key metrics and KPIs – use customizable reports and dashboards to monitor different aspects of your business in real time, such as productivity, utilization, revenue, cost, profitability, and sales activities.
Scoro
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Scoro + Xero

The powerful two-way sync between Xero and Scoro allows you to sync invoices, bills, payments, contacts, products and services, charts of accounts, tax rates, tracking categories, attachments, etc between the two systems. You control what data moves and how often.

Integrating Xero with Scoro will empower you to:

  • Unlock new insights into project finances.Take care of company-wide accounting and reporting in Xero, but deep dive into project finances in Scoro to understand what drives or hinders your growth. Use Scoro to compare project cost, revenue, and time estimates with actual results. Analyze the profitability of each project down to service level. Use these insights to combat over-servicing, improve budgeting, and tweak pricing.
  • Make invoicing easier for your project team. Eliminate the need to send manual reports to your accounting team to explain what to invoice and when. Generate invoices directly in Scoro based on confirmed quotes or logged time and occurred expenses.
  • Reduce errors with automated data exchange. Decide what data is exchanged and how often. Ensure data integrity with an automatic setup. Minimize the risk of human errors and miscommunication by having the systems sync relevant invoices, bills, payments, contacts, products and services, charts of accounts, tax rates, tracking categories, attachments, etc, automatically.
  • Simplify collaboration between departments. Do away with back-and-forths between the project and the accounting team. Project managers can create invoices in Scoro and send them out to clients, then sync them with Xero. Information about payments is synced back to Scoro. Executives can monitor financial data about clients and projects, generate reports, and track key financial metrics directly in Scoro.
  • Ensure project managers have real-time access to financial information. Have project managers track payments directly from Scoro, so they can help with reminders and be aware of recurring issues. Ensure they have a constant overview of project costs, both internal and external, without having to wait on updates from the accounting team.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

MP
Matthew Peng
Posted 27 Jan 2020
5 out of 5 stars
We found Scoro's integration to be great to integrate multiple entities for CRM and client project and billing administration in multiple currencies. We can get a consolidated view in our base currency for invoicing in any combination of entities rolled up into their Budget module. Users have the power to sync transactions as well as it to be managed automatically.

Additional info

Shared data

Xero
Scoro
Paymentsshared from Xero to Scoro and from Scoro to Xero
Invoicesshared from Xero to Scoro and from Scoro to Xero
Contactsshared from Xero to Scoro and from Scoro to Xero
Accountsshared from Xero to Scoro
Overpaymentsshared from Xero to Scoro
Prepaymentsshared from Xero to Scoro
Itemsshared from Xero to Scoro and from Scoro to Xero
Credit Notesshared from Xero to Scoro and from Scoro to Xero
Tracking Categoriesshared from Xero to Scoro
Tax Ratesshared from Xero to Scoro

Functions

ReportingInvoicing and jobs

Industries

Professional services

App details

By Scoro
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English, Estonian, French, German, Latvian, Lithuanian, Spanish

Support

Setup walkthroughContact supportsupport@scoro.com

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14 day free trial available

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.