Documents
Streamline your accounting data when you connect document management software and apps with Xero. The right document management system can help you manage contracts and legal documents and see a complete audit trail all in one place.
Bills and expenses, DocumentsHubdoc
3.54 out of 5 stars152Bills and expenses, DocumentsHubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
Bills and expenses, DocumentsDatamolino
4.91 out of 5 stars377Bills and expenses, DocumentsDatamolino automates the processing of data from your financial documents, including: • Bills • Receipts • Bank Statements. Captured data includes invoice description and line items. Use multiple folders with the same Xero org. and set unique rules for different locations, projects or departments.
Documents, Practice managerFYI
4.84 out of 5 stars19Documents, Practice managerFYI 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.
Accountant tools, DocumentsUncat
5 out of 5 stars5Accountant tools, DocumentsStop herding cats! Uncat makes it easy to resolve uncategorized transactions, request documents, and collect receipts from your clients. Uncat syncs with Xero and automatically remind clients and you anytime something needs doing. Just $9/mo.
Accountant tools, DocumentsBooke AI
4.66 out of 5 stars95Accountant tools, DocumentsAI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors
Bills and expenses, DocumentsDOKKA
5 out of 5 stars2Bills and expenses, DocumentsDOKKA is an AI-powered AP automation platform that speeds up your invoice processing, approvals and document management. Directly integrated with Xero.
Bills and expenses, DocumentsVeryfi - Receipts, Expenses & Projects
4.36 out of 5 stars12Bills and expenses, DocumentsExpense Management App for Mobile Receipt Capture & Data Extraction. Veryfi provides complete expense visibility to you whether self-employed or a growing business.
Accountant tools, DocumentsPinvo.ai
Accountant tools, DocumentsLeveraging AI, our software streamlines document collection, organization, and verification between clients and accountants. With automated tasks and minimized human error, it boosts efficiency and cost-effectiveness
Documents, Practice managerSuiteFiles
4.8 out of 5 stars52Documents, Practice managerWith SuiteFiles, you get a fully integrated intelligent workspace for managing all your files, emails and client documents in the cloud.
Documents, InventoryEMERGE App
4.91 out of 5 stars23Documents, InventoryOrder, purchase, and inventory software solutions for SMB import, export, distribution, trading and/or simple production. Optimized for traditional B2B industries. Strive for user-friendliness, flexibility, and cost-effectiveness. B2B e-commerce & barcoding platform with advanced reporting.
Documents, ReportingMAUS Business Systems
5 out of 5 stars14Documents, ReportingMaus consists of one of the largest range of business management tools in one integrated platform to help you build success, including: KPI dashboard and CFO reporting, strategic & business planning, exit & succession planning and compliance documentation & policies.
Bills and expenses, DocumentsSynnch
5 out of 5 stars2Bills and expenses, DocumentsSynnch is an app that helps businesses successfully claim the R&D Tax Incentive. We’re taking the complexity out of compliance and streamlining your reporting tasks — so you can spend less time on data entry, and more time innovating.
Documents, OtherBoxkite
5 out of 5 stars2Documents, OtherAutomated backup for Xero, so you can focus on more important things. Data from Xero is automatically transferred to your Dropbox account.
Documents, Invoicing and jobsPropeller Powered
Documents, Invoicing and jobsPropeller’s cloud-based Workforce Management System for Contractors provides digital certification and real time access to job data to ensure compliance with regulations.
Bills and expenses, DocumentsMMC Receipt
3.67 out of 5 stars3Bills and expenses, DocumentsMMC Receipt is a document capturing app which captures and processes all your receipts, bills, and bank statements using OCR, machine learning, and human checks so that you can take out the hassle of data entry while having access to unlimited receipts, users, and storage of data in flat pricing.
DocumentsMyDocSafe
3 out of 5 stars2DocumentsMyDocSafe eliminates the friction by sending your clients an email to a beautiful proposal, or an engagement letter or a webform or a request to upload a document securely to a client portal.
Accountant tools, DocumentsAnnature
4.99 out of 5 stars187Accountant tools, DocumentsIntegrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
Bills and expenses, DocumentsStaple Platform
Bills and expenses, DocumentsStaple allow you to automate the extraction of data from any document! Automate your AP processing, invoices, and other tasks with Staple.
Documents, Invoicing and jobsProspero
1 out of 5 stars1Documents, Invoicing and jobsCreate professional business proposals and easily turn them into invoices with Prospero and Xero's powerful integration. Import contacts, increase sales, impress clients, monitor conversions, and more; use Prospero's functional proposal management software to scale your business to the next level.
Documents, Practice managerContent Snare
4.92 out of 5 stars39Documents, Practice managerThe simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
What is document management software?
Looking for more accurate data, smoother workflows and easier collaboration in your day-to-day tasks? Implementing a document management system allows you to bring your entire business or practice onto the cloud, so everything you need is accessible at the click of a button.
Whether you are running a small business or are an accountant helping small businesses, this type of software can help streamline time-consuming tasks, keep you organised and deliver a high level of service to your customers.
What are the benefits of document management software?
Control over your files. Manage contracts, legal documents, invoices and more all in one place, with intuitive categorisation and coding options making it easy to find what you need quickly.
Improved accuracy. No more manual entry of data or maintaining data in multiple locations. These apps sync to Xero to keep your records up to date and accurate.
Easy collaboration. Whether collaborating with members of your team on a document or working with a client to get an invoice signed off, replace tedious emails with efficient communication tools and automated workflows.
What are the typical features of document management software?
Cloud storage and document management. Keep all of your files in one place, and easily access them on the cloud anywhere, anytime.
Workflow automation. Automate repetitive, multi-step processes like invoicing, approving documents and filing emails.
Search and sort functionality. Keep your files organised and categorised automatically, so you can quickly search and find what you need.
Productivity tools. Manage your time and team more easily with features like streamlined and shareable to-do lists, task delegation features and job tracking. Plus, many of these apps integrate with Microsoft Office tools you may already be using.
How document management software works with Xero
When integrated with Xero, document management apps can bring even more automation to your workflows and organisation to your data.
Stop manually copy-pasting data across systems and spending time chasing clients for invoices and approvals. Connecting these apps to Xero or Xero Practice Manager makes it easier to:
Pull accurate data to auto-fill forms, reports and invoices for your clients
Set automation rules to help you code documents to jobs, clients or other categories you choose and easily resolve uncategorised transactions in Xero
Get approvals and sign off from colleagues and clients with automated reminders and easy file sharing
Find your fit
Every document management software integration with Xero can be different.
To learn more, browse through the document management apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can get started directly from the app listing page in just a few clicks.