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Professional services

Run your agency, practice or consulting business at maximum efficiency with professional services apps that connect to Xero. Set up seamless customer and staff communications with software made to track client requests, sync invoicing and automate tasks.

Filter by function
  1. Invoicing and jobs

    Clio

    1.67 out of 5 stars
     5
    Invoicing and jobs
    Clio Manage is the world's leading cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients from one place possible.
  2. Bills and expenses, Payments

    Modulr

    5 out of 5 stars
     10
    Bills and expenses, Payments
    Streamline payroll and bill payments with Xero and Modulr. Send payments directly from Xero to Modulr and pay staff or suppliers in as little as 90 seconds. Reconcile payments easily back in Xero. Save time, reduce manual tasks and errors, and handle last-minute payments with ease.
  3. Payments, Point of sale

    SumUp: Payments and POS

    2 out of 5 stars
     1
    Payments, Point of sale
    Save time and sell more with SumUp. Automate your business with smart tools that make your everyday easier.
  4. Invoicing and jobs, Time tracking

    MinuteDock

    4.87 out of 5 stars
     152
    Invoicing and jobs, Time tracking
    Smart time tracking and billing software. Effortlessly track hours. Powerful reporting & monitoring. Customisable invoice generation. Streamline client billing with our award winning Xero integration!
  5. Payroll HR

    Rippling

    4 out of 5 stars
     1
    Payroll HR
    One place to run your global workforce—from payroll and expenses to devices and apps
  6. Invoicing and jobs, Time tracking

    Streamtime

    5 out of 5 stars
     10
    Invoicing and jobs, Time tracking
    A project management tool made for humans, not robots. Plan jobs, track progress, and spot opportunities; with the system doing most of your teams time tracking for them
  7. Documents, Practice manager

    SuiteFiles

    4.8 out of 5 stars
     52
    Documents, Practice manager
    With SuiteFiles, you get a fully integrated intelligent workspace for managing all your files, emails and client documents in the cloud.
  8. Carbon accounting, Reporting

    Sumday

    5 out of 5 stars
     5
    Carbon accounting, Reporting
    Learn, measure and report on your emissions with ease. 🌎 Xero customers can now sign up to access Sumday, free for 12 months*.
  9. Invoicing and jobs, Time tracking

    Projectworks

    4.86 out of 5 stars
     69
    Invoicing and jobs, Time tracking
    Grow your business with all-in-one professional services automation software for engineering, architecture, management consulting, & software services. Projectworks is easy to use, connects with Xero, and gives you time back to focus on the real work that drives your success.
  10. Accountant tools, Reporting

    Cash Flow Frog

    4.81 out of 5 stars
     37
    Accountant tools, Reporting
    Get your cash flow forecast instantly! No spreadsheets, no setup—just real-time insights. See future cash flow & make smarter decisions. Try free today!
  11. Accountant tools, Ecommerce

    Synder

    4.69 out of 5 stars
     144
    Accountant tools, Ecommerce
    Reconcile sales from Stripe, PayPal, Square, WooCommerce, Shopify, Amazon, GoCardless, eBay, Etsy, TikTok, BigCommerce, Faire, Squarespace, Wix, Walmart in Xero with ease and zero discrepancy. Try it for free!
  12. Other, Reporting

    Coupler.io

    4.67 out of 5 stars
     3
    Other, Reporting
    Create custom Xero reports in spreadsheets, data warehouses, and BI tools. Automate export of accounting data and reports to turn them into insights. Connect Xero to Excel|Google Sheets + BigQuery|PostgreSQL|Redshift + Looker Studio|Power BI|Tableau
  13. Reporting

    BeanBox

    4.95 out of 5 stars
     77
    Reporting
    Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 36 months. Quick 2 min setup.
  14. Accountant tools, Reporting

    XPNA

    5 out of 5 stars
     5
    Accountant tools, Reporting
    Get a customisable, consolidated view of all your Xero data inside Excel and Power BI. Build top-down and bottom-up scenarios for budgets and forecasts. Manage non-financial accounts, and create additional reporting hierarchies for your chart and tracking categories.
  15. Accountant tools, Practice manager

    FuseSign

    5 out of 5 stars
     7
    Accountant tools, Practice manager
    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.
  16. CRM, Invoicing and jobs

    Jobber

    1.5 out of 5 stars
     2
    CRM, Invoicing and jobs
    Jobber's home & commercial service software is the best way to organize your service business. Quote, schedule, invoice, and get paid—all in one place.
  17. CRM, Invoicing and jobs

    Pylon

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Solar design software for fast-growing solar businesses. Create high resolution solar sales proposals in under 2 minutes.
  18. Bills and expenses, Invoicing and jobs

    Cloud Depot

    4.58 out of 5 stars
     12
    Bills and expenses, Invoicing and jobs
    Fully automate your invoices, purchase orders and payments from Autotask to Xero. Set up in under 5 minutes and try free for 30 days!
  19. CRM, Invoicing and jobs

    Dubsado

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Business management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish.
  20. Invoicing and jobs, Time tracking

    Synergy

    4.5 out of 5 stars
     12
    Invoicing and jobs, Time tracking
    Business and project management software enabling businesses to effectively manage their operational business performance and individual jobs to profitability.
  21. Invoicing and jobs, Time tracking

    SortScape

    5 out of 5 stars
     39
    Invoicing and jobs, Time tracking
    Job scheduling just for lawn & garden maintenance businesses. Add route planning, time tracking and customer messaging to Xero.
  22. Payroll HR, Time tracking

    UpSheets

    4.89 out of 5 stars
     9
    Payroll HR, Time tracking
    Upload timesheets, leave and payslips to Xero Payroll and tasks and time to Xero Projects. Save time. Reduce errors. Say goodbye to copy & paste.
  23. Invoicing and jobs, Reporting

    Scoro

    4.75 out of 5 stars
     4
    Invoicing and jobs, Reporting
    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.
  24. Accountant tools, Carbon accounting, Reporting

    Cogo

    5 out of 5 stars
     4
    Accountant tools, Carbon accounting, Reporting
    The Business Carbon Manager calculates your carbon footprint with Xero data. Win business by sharing your progress with customers and stakeholders.

What is professional services software?

Professional services software or apps are digital tools that help business owners running service based consultancies, practices or agencies better manage their operations and clients. A professional services system works with your accounting platform to bring together project and staff management, invoicing and billing, time tracking and client communications for a smooth customer and business experience from brief to delivery.

What are the benefits of professional services apps?

  • Reduced administration costs: Save money and cut down on admin time by using automation tools and technology instead of manual processes. Use professional services software to transfer data between projects, set schedules, and reduce human error. 

  • Easier project management: Streamline your project management and standardise your practices for client interactions. Improve communication with clear task lists and timelines for deliverables while managing multiple projects at once. 

  • Customisable client reports: Deliver customised reports to clients with real-time insights and results. Share key metrics and track progress with automated reporting tools geared towards your clients’ strategic goals.

  • Time tracking and accurate billing: Avoid client confusion and deliver accurate invoices to your customers to get paid faster with tools that seamlessly sync with Xero. Track time down to the minute across multiple employees and projects and generate automatic invoices for client accounts.

What are the typical features I can use with professional services software apps?

  • Contract management: Track contract details and document agreements with clients without any issues that could lead to legal troubles. Create contract templates and build strong foundations with clients. 

  • Project management: Manage every aspect of your projects within your professional services system. Assign tasks to team members, track time, verify project completion, and expedite delivery while staying on budget. 

  • Billing and invoicing tools: Create invoices and track revenue in real time with a professional services app. Automate payment reminders and take control of billing while improving accounting practices within your business. 

  • Flexible client communications: Keep in constant contact with clients and improve communication styles. Use accessible schedules to book meetings and calls, easily update ongoing and completed tasks and automate invoices with multiple payment options.

How professional services apps work with Xero

Drive efficiency at every point in your agency or consulting business without the admin work when you integrate professional services apps with your Xero account.

Manage multiple clients, service offerings and locations and streamline all of your financial activity into one place. Connecting a professional services app with Xero can allow you to: 

  • Receive automatically created invoices in your Xero account as soon as a client accepts a quote

  • Consolidate your supplier, customers, chart of accounts and sales data from multiple entities into one easy sync into Xero 

  • Keep customers updated on overdue invoices with automatic detection of late payments and notice sends with the flexibility to add automated interest or late fees

Find your fit

Every professional services app's integration with Xero can be different. To learn more, browse through the professional services 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 then get started directly from the app listing page in just a few clicks.

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.