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.
- Invoicing and jobs
Clio
1.67 out of 5 stars5Invoicing and jobsClio 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. - Bills and expenses, Payments
Modulr
5 out of 5 stars10Bills and expenses, PaymentsStreamline 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. - Payments, Point of sale
SumUp: Payments and POS
2 out of 5 stars1Payments, Point of saleSave time and sell more with SumUp. Automate your business with smart tools that make your everyday easier. - Invoicing and jobs, Time tracking
MinuteDock
4.87 out of 5 stars152Invoicing and jobs, Time trackingSmart time tracking and billing software. Effortlessly track hours. Powerful reporting & monitoring. Customisable invoice generation. Streamline client billing with our award winning Xero integration! - Payroll HR
Rippling
4 out of 5 stars1Payroll HROne place to run your global workforce—from payroll and expenses to devices and apps - Invoicing and jobs, Time tracking
Streamtime
5 out of 5 stars10Invoicing and jobs, Time trackingA 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 - Documents, Practice manager
SuiteFiles
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. - Carbon accounting, Reporting
Sumday
5 out of 5 stars5Carbon accounting, ReportingLearn, measure and report on your emissions with ease. 🌎 Xero customers can now sign up to access Sumday, free for 12 months*. - Invoicing and jobs, Time tracking
Projectworks
4.86 out of 5 stars69Invoicing and jobs, Time trackingGrow 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. - Accountant tools, Reporting
Cash Flow Frog
4.81 out of 5 stars37Accountant tools, ReportingGet your cash flow forecast instantly! No spreadsheets, no setup—just real-time insights. See future cash flow & make smarter decisions. Try free today! - Accountant tools, Ecommerce
Synder
4.69 out of 5 stars144Accountant tools, EcommerceReconcile 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! - Other, Reporting
Coupler.io
4.67 out of 5 stars3Other, ReportingCreate 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 - Reporting
BeanBox
4.95 out of 5 stars77ReportingDo you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 36 months. Quick 2 min setup. - Accountant tools, Reporting
XPNA
5 out of 5 stars5Accountant tools, ReportingGet 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. - Accountant tools, Practice manager
FuseSign
5 out of 5 stars7Accountant tools, Practice managerFuseSign 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. - CRM, Invoicing and jobs
Jobber
1.5 out of 5 stars2CRM, Invoicing and jobsJobber's home & commercial service software is the best way to organize your service business. Quote, schedule, invoice, and get paid—all in one place. - CRM, Invoicing and jobs
Pylon
5 out of 5 stars1CRM, Invoicing and jobsSolar design software for fast-growing solar businesses. Create high resolution solar sales proposals in under 2 minutes. - Bills and expenses, Invoicing and jobs
Cloud Depot
4.58 out of 5 stars12Bills and expenses, Invoicing and jobsFully automate your invoices, purchase orders and payments from Autotask to Xero. Set up in under 5 minutes and try free for 30 days! - CRM, Invoicing and jobs
Dubsado
5 out of 5 stars1CRM, Invoicing and jobsBusiness management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish. - Invoicing and jobs, Time tracking
Synergy
4.5 out of 5 stars12Invoicing and jobs, Time trackingBusiness and project management software enabling businesses to effectively manage their operational business performance and individual jobs to profitability. - Invoicing and jobs, Time tracking
SortScape
5 out of 5 stars39Invoicing and jobs, Time trackingJob scheduling just for lawn & garden maintenance businesses. Add route planning, time tracking and customer messaging to Xero. - Payroll HR, Time tracking
UpSheets
4.89 out of 5 stars9Payroll HR, Time trackingUpload timesheets, leave and payslips to Xero Payroll and tasks and time to Xero Projects. Save time. Reduce errors. Say goodbye to copy & paste. - Invoicing and jobs, Reporting
Scoro
4.75 out of 5 stars4Invoicing and jobs, ReportingManage 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. - Accountant tools, Carbon accounting, Reporting
Cogo
5 out of 5 stars4Accountant tools, Carbon accounting, ReportingThe 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.