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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.

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  1. Reporting, Tax and compliance

    generate.TAX

    5 out of 5 stars
     7
    Reporting, Tax and compliance
    generate.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.
  2. Reporting

    Xendoo Insights

    Reporting
    Intuitive financial dashboards and comparisons to help small business owners better understand their business and maximize their business performance.
  3. Payroll HR

    Rippling

    4 out of 5 stars
     1
    Payroll HR
    One place to run your global workforce—from payroll and expenses to devices and apps
  4. Reporting

    BeanBox

    4.95 out of 5 stars
     77
    Reporting
    Do you use Xero repeating invoices? BeanBox gives you instant forecasts of your recurring income for the next 36 months. Quick 2 min setup.
  5. Invoicing and jobs, Time tracking

    Projectworks

    4.86 out of 5 stars
     69
    Invoicing and jobs, Time tracking
    Grow 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.
  6. Bills and expenses, Invoicing and jobs

    Cloud Depot

    4.58 out of 5 stars
     12
    Bills and expenses, Invoicing and jobs
    Fully automate your invoices, purchase orders and payments from Autotask to Xero. Set up in under 5 minutes and try free for 30 days!
  7. Reporting

    Agicap

    5 out of 5 stars
     1
    Reporting
    Agicap 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.
  8. CRM, Invoicing and jobs

    Accelo

    3.45 out of 5 stars
     14
    CRM, Invoicing and jobs
    Accelo 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.
  9. Invoicing and jobs, Time tracking

    Synergy

    4.5 out of 5 stars
     12
    Invoicing and jobs, Time tracking
    Business and project management software enabling businesses to effectively manage their operational business performance and individual jobs to profitability.
  10. Other, Reporting

    Coupler.io

    4.67 out of 5 stars
     3
    Other, Reporting
    Create 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
  11. Ecommerce, Invoicing and jobs

    w2x

    4.85 out of 5 stars
     14
    Ecommerce, Invoicing and jobs
    Integrate WHMCS with Xero to keep your hosting billing system and customers in sync with your accounts.
  12. Payroll HR

    OnPay

    4.94 out of 5 stars
     16
    Payroll HR
    OnPay 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.
  13. Reporting

    Bookkeeper360 App

    4.89 out of 5 stars
     28
    Reporting
    The Bookkeeper360 App is the best way to view your finances, track your goals, and access your accounting experts all in one place.
  14. Payments

    uCollect

    4.68 out of 5 stars
     30
    Payments
    Automate your invoice collection with Direct Debits, eCheck and Credit Card Charges. Use Stripe, SEPA, EziDebit, NetCash, ABA file, NZ banks and more.
  15. Accountant tools, Ecommerce

    Synder

    4.69 out of 5 stars
     144
    Accountant tools, Ecommerce
    Reconcile 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!
  16. CRM, Invoicing and jobs

    Dubsado

    5 out of 5 stars
     1
    CRM, Invoicing and jobs
    Business management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish.
  17. Invoicing and jobs, Reporting

    Scoro

    5 out of 5 stars
     1
    Invoicing and jobs, Reporting
    Manage 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.
  18. Debtor tracking, Payments

    ezyCollect

    4.94 out of 5 stars
     34
    Debtor tracking, Payments
    Get 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.
  19. Accountant tools, Reporting

    Cash Flow Frog

    4.81 out of 5 stars
     37
    Accountant tools, Reporting
    Get your cash flow forecast instantly! No spreadsheets, no setup—just real-time insights. See future cash flow & make smarter decisions. Try free today!
  20. Invoicing and jobs, Time tracking

    ROLL

    4.8 out of 5 stars
     65
    Invoicing and jobs, Time tracking
    ROLL 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.
  21. Accountant tools, Tax and compliance

    Tallyfor

    5 out of 5 stars
     11
    Accountant tools, Tax and compliance
    Book to tax in minutes, not hours. 🚀 Eligible Xero Partners can get a free year of Tallyfor!*
  22. Invoicing and jobs, Time tracking

    SortScape

    5 out of 5 stars
     39
    Invoicing and jobs, Time tracking
    Job scheduling just for lawn & garden maintenance businesses. Add route planning, time tracking and customer messaging to Xero.
  23. CRM, Time tracking

    CMAP

    CRM, Time tracking
    Easily transfer relevant accounting transactions between CMap and Xero, eliminating the need to re-key data.
  24. Loans, financing and credit, Payments

    Melio Payments

    Loans, financing and credit, Payments
    Melio 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.

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.