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, Time tracking
WorkflowMax
2.75 out of 5 stars106Invoicing and jobs, Time trackingSpecial offer: 50% off for 6 months when you sign up by 31 July 2025. Take control with WorkflowMax, the all-in-one job management solution for Xero users. Save time, cut admin, boost performance and increase profits with new features, smart pricing and an upgraded interface. - Accountant tools, Practice manager
Rechargly
5 out of 5 stars12Accountant tools, Practice managerThe easiest way to get paid for software disbursements. Rechargly empowers accounting firms to manage any software they pay for on behalf of their clients. We turn needlessly complex CSVs into paid invoices while giving your practice control of partner discounts split and margins. - Accountant tools, Ecommerce
Link My Books
4.99 out of 5 stars578Accountant tools, EcommerceLink My Books automates e-commerce bookkeeping for Amazon, eBay, Shopify, and more. Save hours each month with accurate, tax-compliant financials, industry benchmarking, and easy payout reconciliation. Trusted by thousands of sellers and accountants. Start your free 14-day trial today! - Bills and expenses, Payments
Expensify
4.46 out of 5 stars497Bills and expenses, PaymentsTrack expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills—all in one place. Whether you're self-employed, running a small business, managing a team, or overseeing global finances, let Expensify handle your travel and expense, at the speed of chat. - Accountant tools, Reporting
Float Cashflow Forecasting
4.83 out of 5 stars334Accountant tools, ReportingFloat can help your business keep track of where your business stands at any given time, so you can make smarter, more confident decisions. - Accountant tools, Tax and compliance
1099SmartFile
4.95 out of 5 stars152Accountant tools, Tax and complianceIRS approved 1099 eFile provider, with optional state reporting, TIN verification and print and email copies to the recipients. Secure, easy to use, online, no minimum fee and accountant friendly. Single sign-on with Xero. Integrates with Xero 1099 report. - CRM, Other
Data sync by HubSpot
1 out of 5 stars3CRM, OtherAn automatic, bi-directional contacts sync between HubSpot and Xero. - Invoicing and jobs, Time tracking
Harvest
3.71 out of 5 stars37Invoicing and jobs, Time trackingSimple time tracking, powerful reporting, and quick invoicing. Trusted by over 10,000 businesses in more than 100 countries. - Payroll HR, Time tracking
RUN Powered by ADP®
2.18 out of 5 stars12Payroll HR, Time trackingFrom AI-powered payroll error detection, to 24-7 support, with RUN Powered by ADP® payroll & HR, small businesses are ready for whatever comes next. Streamline your system with easy general ledger mapping for pushing payroll transactions from RUN or Accountant Connect℠ to Xero. - CRM
Capsule CRM
4.64 out of 5 stars64CRMA simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers. - Invoicing and jobs, Time tracking
AroFlo
3.91 out of 5 stars17Invoicing and jobs, Time trackingAroFlo is a full-featured job management solution for trade and service-based businesses. Manage jobs through their entire lifecycle—from the initial query and quote all the way to final invoicing. - Invoicing and jobs
Quotient
4.89 out of 5 stars129Invoicing and jobsQuotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Integrate with Xero so that your accepted Quotient quotes automatically appear as invoices. - Accountant tools, Bills and expenses
Plooto
3.31 out of 5 stars14Accountant tools, Bills and expensesPlooto securely automates all payable and receivable workflows, offers extensive payment capabilities, and seamlessly integrates with Xero. - Debtor tracking, Invoicing and jobs
Chaser
4.98 out of 5 stars374Debtor tracking, Invoicing and jobsAutomate invoice chasing and streamline your accounts receivable process. Get paid faster. Reduce days sales outstanding. Maintain great customer relationships. Xero App Partner of the Year 2023, Management Today Best Use of Innovation (2023), CICM Credit Awards B2B Supplier of the Year (2022). - Accountant tools, Reporting
OdataLink
4.89 out of 5 stars36Accountant tools, ReportingThe simplest way to connect and consolidate Xero data with Power BI and Excel. - Accountant tools, Reporting
Reach Reporting
4.93 out of 5 stars72Accountant tools, ReportingXero users LOVE Reach Reporting! See why everyone is switching. FP&A and financial reporting have never been so powerful yet simple. - Bills and expenses, Payments
Ramp
4.45 out of 5 stars20Bills and expenses, PaymentsRamp is the ultimate platform for modern finance teams. Automate your finance operations with Ramp's all-in-one solution for corporate cards, expense management, travel and more. - Time tracking
Timely
4.67 out of 5 stars22Time trackingTimely. The booking software that keeps clients coming back. Run your salon like a pro with easy-to-use booking software that puts you in control of the whole client experience. - Accountant tools, Bills and expenses
The Future of Bookkeeping
5 out of 5 stars1Accountant tools, Bills and expensesHuman-assisted artificial intelligence that automates your daily bookkeeping tasks like data entry, reconciliations, classifications, and more. Purposebuilt for accounting firms. - Accountant tools, Reporting
Scott's Add-ins
4.98 out of 5 stars51Accountant tools, ReportingBuild real-time reports without leaving Excel. Scott’s Add-ins automates the sync of data from Xero to Excel. Quickly build flexible & bespoke reports for clients and industry. Consolidate multiple entities into one workbook. Sync Xero data to your Excel templates. - Payroll HR
Deel
4.12 out of 5 stars8Payroll HRDeel is the all-in-one platform made to simplify all things HR, built for global teams. It helps companies simplify every aspect of managing an international workforce, from culture and onboarding, to local payroll and compliance. - Reporting, Tax and compliance
generate.TAX
5 out of 5 stars7Reporting, Tax and compliancegenerate.TAX is a VAT solution that seamlessly connects to Xero and helps accountants and finance teams with statutory VAT and GST compliance. We handle a growing list of VAT returns in Ireland, Malta, Cyprus, UAE, IOM & Jersey. Also provides an EU VAT number checker for customers and suppliers. - 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. - 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!
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.