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 and marketing, Invoicing and jobs
Friendly Manager
4.2 out of 5 stars5CRM and marketing, 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. - 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. - Bills and expenses
ExpenseIn
Bills and expensesExpenseIn combines receipt scanning, automated policy enforcement and seamless integration with Xero to make expense management effortless. - 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. - 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 - Time tracking
memtime
Time trackingMemtime is a fully automatic time tracking software for Windows, macOS & Linux. It captures every computer activity down to the second. No matter if you work in different programs, e-mails, browser tabs, or calendar entries - time tracking is done automatically without your efforts and reminders. - Accountant tools, Reporting and forecasting
Connectorly for PowerBI
5 out of 5 stars9Accountant tools, Reporting and forecastingConnectorly for Xero and Power BI offers seamless financial analysis for one or more Xero Organisations. Get started quickly with beautiful templates for Profit & Loss, Balance Sheet, Aged Debt and more. We’ve made the Xero data model easier to work with and enriched it to make forecasting simple. - 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. - Payroll HR
Buddy
Payroll HRCloud Payroll & HR Software for Accountants; Bureaus and SMEs in the UK & Malta. Timesheets, Holidays and built-in collaboration empower accurate pay. - 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
FloQast
Accountant toolsFloQast, an AI-powered Accounting Transformation Platform trusted by 2,800+ global accounting teams – including CyberCX, Bunnings, Zoom, and Shopify – enhances how accounting teams work, enables automation in close management, account reconciliations, accounting operations, and compliance activities - Accountant tools, Point of sale
Phorest
Accountant tools, Point of saleUse this app to automatically sync your Phorest financial totals to your Xero account - Inventory, Invoicing and jobs
Gojee
4.94 out of 5 stars52Inventory, Invoicing and jobsManage Jobs, Projects, Inventory, Scheduling, Time Tracking, Timesheets, Clients, Invoicing, Payments, POS, Purchasing, Quotes, Assets & more all in one app. Australian owned. Designed for Xero. - Accountant tools, Other
AppVentory
5 out of 5 stars6Accountant tools, OtherAppVentory gives Xero users instant clarity on both their own firms' and their clients' tech stacks, including usage, spend, and team productivity—no manual audits or messy spreadsheets required. - Accountant tools, Bills and expenses
Quadient AP
5 out of 5 stars4Accountant tools, Bills and expensesQuadient AP reduces manual data entry and automates approval workflows for your accounting team, making the AP process more efficient and less error-prone. - Bills and expenses, Payments
Tipalti
3.86 out of 5 stars7Bills and expenses, PaymentsModernize your business with Tipalti’s holistic finance automation solution - gain better visibility and control of your company spend, save money, and run your business and finance team more efficiently. Solve complexity around cross-border use cases while extending the power of Xero - CRM and marketing, Practice manager
Exsalerate
4.81 out of 5 stars42CRM and marketing, Practice managerExsalerate CRM is a powerful sales and account management tool to win and retain more business that's deeply integrated with Xero. - Invoicing and jobs
Maxio
Invoicing and jobsThe #1 Financial Operations platform for B2B SaaS companies. Maxio's two-way sync with Xero allows you to push invoice data and revenue schedules seamlessly between platforms. Maxio helps automate RevRec and reporting capabilities while ensuring all new transactions are updated and synced correctly. - Reporting and forecasting
Standard Metrics
Reporting and forecastingStandard Metrics is an automated data platform that enables financial transparency between startups and their external stakeholders. - Bills and expenses, Documents
BillBjorn
4.86 out of 5 stars22Bills and expenses, DocumentsScan invoices into Xero in seconds, not hours. Automate data entry, reduce errors with powerful OCR, and simplify your workflow. Effortlessly sync bills, receipts, and invoices into Xero with accuracy and speed. Start your free trial today and focus on growing your business stress-free. - Accountant tools, Invoicing and jobs
Lucida
5 out of 5 stars7Accountant tools, Invoicing and jobsStreamline your invoicing in Costa Rica and Mexico without leaving Xero. With this integration your invoices will be sent to Ministerio de Hacienda or Servicio de Administración Tributaria(SAT) automatically. - 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. - Other, Workflow builders
Pabbly Connect
Other, Workflow buildersPabbly Connect is an app for making integration automation between 2 or more apps that holds more than 2,000+ integration. - Debtor tracking, Loans, financing and credit
Know-it
5 out of 5 stars7Debtor tracking, Loans, financing and creditKnow-it automates the entire credit control process, allowing SMEs to mitigate credit risk, increase cashflow and reduce debtor days.
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.