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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. Featured app
    Accountant tools, Reporting

    Syft

    4.84 out of 5 stars
     400
    Accountant tools, Reporting
    Reports | Graphs | Forecasts | Consolidations | Budgets | Valuations | Financial Statements | Tax | Industry Benchmarks | AI Insights
  2. Featured app
    Accountant tools, Reporting

    Mayday

    4.97 out of 5 stars
     243
    Accountant tools, Reporting
    “A multi-entity must have”. Intercompany & intra-entity charge automation | Balance sheet recs | Cross-entity bank rec. Xero Emerging App Partner of the Year 2023.
  3. Featured app
    Accountant tools, Practice manager

    Ignition

    4.95 out of 5 stars
     510
    Accountant tools, Practice manager
    Ignition helps accounting and professional services businesses reclaim time, profitability and cash flow. Automate proposals, billing, payment collection and workflows in a single platform to transform how your firm engages clients, bills and gets paid.
  4. Featured app
    Invoicing and jobs, Time tracking

    Workever

    5 out of 5 stars
     9
    Invoicing and jobs, Time tracking
    Connect your Field team, Office and Customers using the ultimate job and field management system for trade, construction and service businesses.
  5. Featured app
    Accountant tools, Bills and expenses

    Envoice

    5 out of 5 stars
     3
    Accountant tools, Bills and expenses
    Run your Xero bookkeeping on autopilot: eliminate manual data entry, recurring tasks, expenses reporting & automate approvals, all from one app.
  6. Bills and expenses, Documents

    Hubdoc

    3.54 out of 5 stars
     152
    Bills and expenses, Documents
    Hubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
  7. Accountant tools, Bills and expenses

    Dext

    4.8 out of 5 stars
     987
    Accountant tools, Bills and expenses
    Automate bookkeeping and streamline expense management with Dext. Capture receipts, auto-collect invoices, and integrate with Xero and 11,500+ apps, banks, and platforms. Start your free trial!
  8. Accountant tools, Reporting

    Spotlight Reporting

    4.88 out of 5 stars
     327
    Accountant tools, Reporting
    Spotlight Reporting empowers accountants and business owners to craft impactful performance reports, dashboards, cash flow forecasts, consolidations & ESG reporting.
  9. Payroll HR

    SimplePay

    4.88 out of 5 stars
     54
    Payroll HR
    Payroll software that simply works, for South Africa, Ireland, Singapore and Hong Kong. Fully online and up to date with the relevant legislation.
  10. Other, Payments

    Zapier

    3.2 out of 5 stars
     22
    Other, Payments
    Connect Xero to hundreds of the best in breed SaaS applications on the web - drag and drop to create integrations between your favourite applications.
  11. Inventory, Invoicing and jobs

    Simpro

    3.78 out of 5 stars
     65
    Inventory, Invoicing and jobs
    Achieve end-to-end field service management with Simpro. More than 8,500 service, project and maintenance businesses trust Simpro for quotes, scheduling, dispatch, invoicing, payments, inventory management and more.
  12. Accountant tools, Reporting

    G-Accon for XERO

    4.79 out of 5 stars
     162
    Accountant tools, Reporting
    G-Accon securely connects Xero with Google Sheets. Automate reports, design dashboards, multi-entity consolidations, and push data back to Xero. Workflow automation and two-way sync will save you hours.
  13. Invoicing and jobs, Time tracking

    WorkflowMax by BlueRock

    2.29 out of 5 stars
     78
    Invoicing and jobs, Time tracking
    Introducing the new era of WorkflowMax by BlueRock, engineered specifically for Xero users seeking a seamless transition to a new all-in-one job management platform. Benefit from familiar features and pricing, but an enhanced user interface for an even smoother operation.
  14. Bills and expenses, Payments

    Expensify

    4.47 out of 5 stars
     496
    Bills and expenses, Payments
    Capture receipts, manage expenses, and get reimbursed instantly - all from one easy to use App. Automate your preaccounting process for expenses, bills, invoices, and more!
  15. Accountant tools, Ecommerce

    Link My Books

    4.99 out of 5 stars
     522
    Accountant tools, Ecommerce
    Link 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!
  16. Accountant tools, Reporting

    Float Cashflow Forecasting

    4.83 out of 5 stars
     327
    Accountant tools, Reporting
    Float can help your business keep track of where your business stands at any given time, so you can make smarter, more confident decisions.
  17. Invoicing and jobs, Time tracking

    Harvest

    3.71 out of 5 stars
     37
    Invoicing and jobs, Time tracking
    Simple time tracking, powerful reporting, and quick invoicing. Trusted by over 10,000 businesses in more than 100 countries.
  18. Custom integration, Other

    Make

    4.5 out of 5 stars
     12
    Custom integration, Other
    Make lets you design, build, and automate by connecting Xero with thousands of apps in just a few clicks.
  19. Accountant tools, Practice manager

    Rechargly

    5 out of 5 stars
     10
    Accountant tools, Practice manager
    The 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.
  20. CRM

    Capsule CRM

    4.63 out of 5 stars
     63
    CRM
    A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
  21. Invoicing and jobs

    Quotient

    4.89 out of 5 stars
     126
    Invoicing and jobs
    Quotient 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.
  22. Invoicing and jobs, Time tracking

    AroFlo

    3.91 out of 5 stars
     17
    Invoicing and jobs, Time tracking
    AroFlo 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.
  23. Accountant tools, Reporting

    dataSights

    4.98 out of 5 stars
     58
    Accountant tools, Reporting
    Making Xero reporting simple for both Finance teams and BI developers. From web reports with auto-eliminations and adjustments to automating Excel & Power BI dashboards. Post data to multiple Xero's from Excel with 1-click. dataSights offers the most comprehensive suite of tools for Xero consols
  24. Debtor tracking, Invoicing and jobs

    Chaser

    4.98 out of 5 stars
     374
    Debtor tracking, Invoicing and jobs
    Automate 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).

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.