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.
- CRM, Time tracking
CMAP
CRM, Time trackingEasily transfer relevant accounting transactions between CMap and Xero, eliminating the need to re-key data. - Bills and expenses, Payments
Nook
4.98 out of 5 stars47Bills and expenses, PaymentsA 5-star-rated payments app and Xero's nominated emerging app partner of 2024. Global payments and finance automation platform for managing supplier payments, payroll payments, and employee expenses. - CRM, Invoicing and jobs
iTrade
4.92 out of 5 stars24CRM, Invoicing and jobsIntroducing job management software designed for tradespeople and companies with field workers. Simplify quoting, booking, scheduling, and dispatching. Features include safety forms, real-time invoicing with GPS, reports, and timesheets. Get jobs done faster with iTrade. - CRM, Invoicing and jobs
Friendly Manager
4.2 out of 5 stars5CRM, Invoicing and jobsFriendly Manager is a powerful and intuitive club administration platform made for clubs. Whether you're a sports or dance club, volunteer organisation or community group, every club needs help. Make running your club easy with Friendly Manager. - Other
Redstor Cloud to Cloud
OtherRedstor is a cloud-based tool for backing up and restoring organisations using Xero. Protect your business critical Xero-based accounting data against human error and other disasters with Redstor and gain peace of mind that you have a copy outside of Xero. - Bills and expenses, Payments
Payhawk
5 out of 5 stars1Bills and expenses, PaymentsPayhawk combines credit cards, payments, expenses and cash into one integrated experience to give you maximum control and visibility over spend. - Accountant tools, Reporting
RecHound
5 out of 5 stars9Accountant tools, ReportingBalance Sheet Recs made easy! Clear transactions mid-month and store your reconciliations safely in the cloud. Roll forward with a single click! - Accountant tools, Documents
Booke AI
4.62 out of 5 stars96Accountant tools, DocumentsAI-Driven Bookkeeping: Automate Transaction Categorization, Fix Coding Errors - Accountant tools, Other
XportMyData
2.82 out of 5 stars11Accountant tools, OtherTake control of your data. XportMyData is the simple, automated backup solution for your Xero data. - Payments
Windcave Payments
PaymentsHave online invoices paid instantly with variety of payment methods. Customized with your branding, hosted securely by Windcave. - Accountant tools, Reporting
SyncHub
5 out of 5 stars1Accountant tools, ReportingEasily connect Xero, Xero Projects, Xero Payroll, or Xero Practice Manager to reporting tools like Power BI, Tableau, Google Sheets or Microsoft Excel. No more manual CSV exports, no more incomplete reports. Just good data. - Other
Groundplan
5 out of 5 stars2OtherDesign, measure and estimate your plans online. Do takeoffs, while accurately estimating materials and labour. Create a Xero quote with one click - CRM, Practice manager
Exsalerate
4.81 out of 5 stars42CRM, Practice managerExsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero. - Accountant tools, Reporting
ScaleXP
5 out of 5 stars56Accountant tools, ReportingThe #1 automation platform for B2B businesses using Xero. Streamline month-end using AI-powered tools which prepare detailed journals for deferred revenue, accrued revenue and prepayments. Easily integrate tracking codes. Use powerful algorithms to understand and derive business critical metrics. - Accountant tools, Bills and expenses
Expend
4.85 out of 5 stars21Accountant tools, Bills and expensesSmart business expense management software with expense cards to make managing company spending a doddle. Track employee spending and manage costs in the Expend platform, while employees capture receipts and track company mileage in the app. Once expenses are approved, they can be synced to Xero. - Accountant tools, Ecommerce
CarryTheOne
5 out of 5 stars5Accountant tools, EcommerceConnect Shopify, BigCommerce, Faire, Wix, OpenCart, PrestaShop, Ecwid, Square, Squarespace, eBay, WooCommerce, Magento/Adobe, osC, Zen Cart for seamless importing of invoicing, credit notes, payments, transaction fees, customers and items. Over 15 years of reliable service with emphasis on tax - CRM, Invoicing and jobs
Invoice Stack for HubSpot
5 out of 5 stars1CRM, Invoicing and jobsBetter Invoicing for HubSpot. Making linking Xero to HubSpot easy with this top-rated, HubSpot-certified integration. - Inventory, Invoicing and jobs
Workguru
5 out of 5 stars17Inventory, Invoicing and jobsAn all in one platform for Engineering, Fabrication and Construction, WorkGuru provides everything you need in one simple, and easy to use software. WorkGuru provides the full array of Job Management features, including Quoting, Timesheets, Scheduling, Invoicing, and Purchasing. - Payments
Access Pay Suite
PaymentsCollect your invoice payments by Direct Debit and reconcile them automatically in Xero using Access PaySuite's simple invoice collection solution - Accountant tools, Bills and expenses
ProSpend
5 out of 5 stars3Accountant tools, Bills and expensesSmart Automation for all spend. One platform to manage expenses, supplier invoices, purchase orders and travel spend. All with budget visibility. - Loans, financing and credit
Playter
Loans, financing and creditPlayter is a BNPL solution for B2B Invoices. Split your costs over 3-12 monthly installments. - Invoicing and jobs, Time tracking
Synergist Partner
Invoicing and jobs, Time trackingSynergist is the leading agency management system for all creative, marketing and digital agencies. Supporting you at every step from opportunity to invoicing. It pulls everything together into one real-time system. - Reporting
Klipfolio Dashboard
5 out of 5 stars7ReportingTrack your key metrics and monitor your business performance in easy to share, easy to use dashboards. - 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.
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.