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.
- 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. - Reporting
Xendoo Insights
ReportingIntuitive financial dashboards and comparisons to help small business owners better understand their business and maximize their business performance. - Payroll HR
Rippling
4 out of 5 stars1Payroll HROne place to run your global workforce—from payroll and expenses to devices and apps - 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. - 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. - 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! - Reporting
Agicap
5 out of 5 stars1ReportingAgicap is the leading European Cash Management and Liquidity Planning software. Agicap connectivity permits to combine information from all your banks with Xero data (invoices, purchase orders...) to maintain an up-to-date cash flow forecast and enhance cash collection. - CRM, Invoicing and jobs
Accelo
3.45 out of 5 stars14CRM, Invoicing and jobsAccelo is an end-to-end platform to manage all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more. Accelo integrates seamlessly with Xero by automatically syncing invoices and payments. - 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. - 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 - Ecommerce, Invoicing and jobs
w2x
4.85 out of 5 stars14Ecommerce, Invoicing and jobsIntegrate WHMCS with Xero to keep your hosting billing system and customers in sync with your accounts. - Payroll HR
OnPay
4.94 out of 5 stars16Payroll HROnPay helps businesses (and their accountants) to simplify payroll, finances, and people management. It is PCMag’s Editors’ Choice and gets top ratings from clients because they give you intuitive software, hands-on support, and the very best Xero and time tracking integrations. - Reporting
Bookkeeper360 App
4.89 out of 5 stars28ReportingThe Bookkeeper360 App is the best way to view your finances, track your goals, and access your accounting experts all in one place. - Payments
uCollect
4.68 out of 5 stars30PaymentsAutomate your invoice collection with Direct Debits, eCheck and Credit Card Charges. Use Stripe, SEPA, EziDebit, NetCash, ABA file, NZ banks and more. - 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! - 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, Reporting
Scoro
5 out of 5 stars1Invoicing 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. - Debtor tracking, Payments
ezyCollect
4.94 out of 5 stars34Debtor tracking, PaymentsGet your business paid faster with ezyCollect – an AR automation platform designed to streamline your receivables. Automate payment reminders via email, call and SMS, payment writebacks, reconciliations, statements, credit checks, and digital credit applications. Boost cash flow – try it free today. - 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! - Invoicing and jobs, Time tracking
ROLL
4.8 out of 5 stars65Invoicing and jobs, Time trackingROLL workflow management software is an "all in one" business solution. Manage leads and projects, track time and get real-time visibility of how your business is performing. ROLL is perfect for consultancies, graphic designers, web studios, engineers and other service-based businesses. - Accountant tools, Tax and compliance
Tallyfor
5 out of 5 stars11Accountant tools, Tax and complianceBook to tax in minutes, not hours. 🚀 Eligible Xero Partners can get a free year of Tallyfor!* - 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. - CRM, Time tracking
CMAP
CRM, Time trackingEasily transfer relevant accounting transactions between CMap and Xero, eliminating the need to re-key data. - Loans, financing and credit, Payments
Melio Payments
Loans, financing and credit, PaymentsMelio payments is an easier way to pay and get paid. Pay business bills on your own terms, get paid the way that suits you best, and seamlessly sync with Xero. It’s time to streamline your payments process and say goodbye to wasted time and double data entry.
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.