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App Directory for Accountants

Find the right technology for your practice and clients.

Document Management Apps

Document Management and Process Automation
For Accountants in Practice.

FYI Docs

Document Management | Paperless Office In The Cloud | Integration with Microsoft Office | Auto-Capture Emails | Configurable Process Automation

 

About FYI Docs

Automated cloud document management and CRM, designed specifically for accountants in practice, that seamlessly integrates with Xero Practice Manager.

FYI has been specifically designed to meet the needs of today’s Xero accounting practice. Through a unique blend of document management and CRM, FYI delivers a step-change in practice automation and efficiency.

FYI's mission is to liberate accountants - halving the time it takes to complete tasks on compliance jobs through automation and easy access to all relevant information.

FYI can be deployed in a way that suits your practice. Dip your toe in or dive head first. It’s up to you.

Explore all the features of FYI Docs.

Our Review

"FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."


Alan FitzGerald
Founder – Practice Connections

SuiteFiles

Document Management | Cloud Based | Improve Your Workflows | Simple Client & Job Management | Automate Repetitive Processed

About SuiteFiles

With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

SuiteFiles makes file management in the cloud a breeze for small-medium businesses. It allows you to easily store and manage all your folders, files, emails and templates in one place. Utilising Microsoft's Office 365 cloud platform, SuiteFiles ensures the integrity and security of your file system, while still making it accessible and searchable. With a built in online backups tool, you'll never lose another file again!

SuiteFiles integrates with Xero to make it easier to manage your client files across the two systems. SuiteFiles syncs your client folders and files from the Xero Practice Manager documents tab and allows you to complete other folder actions from XPM, such as archiving a client and client folder simultaneously. You can also pull client data out of Xero to pre-populate file and email templates stored in SuiteFiles. Finally, when you complete actions in SuiteFiles, notifications will appear in Xero HQ.

Explore all the features of SuiteFiles.

Our Review

“SuiteFiles saves us hundreds of hours each year and 80% of our previous document management costs”

- Marius (North Advisory)

Accounting & Bookkeeping Apps

Accounting and Bookkeeping Process Automation
For Accountants in Practice.

 

Receipt Bank

Monitor Jobs In Real Time | Invoice Clients Fast | Customise Your Reports | Reduce Overheads | Sync Client Data

About Receipt Bank

Receipt Bank is the simplest way to get your client data into Xero! Say goodbye to chasing and data entry. Spend more time growing your business.

Receipt Bank is the easiest way for accountants and bookkeepers to get the information they need from their clients, with no chasing paperwork and no data entry.

Your clients submit their receipts, bills and invoices via their personalized Receipt Bank email address or our handy mobile app, and our world-class OCR data extraction technology provides you with all the key information. All that’s left to do is review and publish to Xero in one click.

With data entry out of the equation, you can spend your time growing your firm, investing in client relationships, or maybe just doing more of what you love.

Work smarter. Grow faster.

Explore all the features of Receipt Bank.

Our Review

“You need people who are more client-facing, who have good communication skills and can talk to clients. Using Receipt Bank and other cloud-based tools has enabled efficient growth, and more time to spend problem-solving with staff and developing the team. The amount I’ve seen my team develop and increase efficiency through five-minute conversations has been incredible. It’s a leap forward in efficiencies and staff development.”

 

Dave Gorte
Founder - Sky Books

Hubdoc

Automated Bookkeeping | Capture Bills & Receipts | Match Transactions With Your Bank Feed | Access Verified Financial Data

About Hubdoc

Hubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.

Hubdoc reduces data entry by accurately capturing information from bills and receipts and publishing it to Xero; making it easy to match transactions to the Xero bank feed. Hubdoc is included in Xero Starter, Standard and Premium plans.

With Hubdoc, you can capture bills and receipts using any device including your mobile, email or scanner. Once uploaded, the key information is automatically extracted and ready to publish to Xero with the original bill or receipt attached.

Bills and receipts show up in Xero as accurately categorised transactions that are ready to match with your bank feed for an up-to-date view of your financials.

All your bills and receipts are securely stored in the cloud; searchable and easy to access from anywhere in the world.

Explore all the features of Hubdoc.

Our Review

“When our advisor introduced Glade Consulting to Hubdoc, we knew it was going to be a great change. Before, I would spend two to three hours sorting, scanning, then sending my documents. Now, it’s all done in about half an hour because it’s an easy photo and then it’s done.”

 

Richard Dolman

Founder and Lead Consultant at Glade Consulting

Job Management Apps

Accounting and Bookkeeping Process Automation
For Accountants in Practice.

 

Xero Practice Manager

Monitor Jobs In Real Time | Invoice Clients Fast | Customise Your Reports | Reduce Overheads | Sync Client Data

About Xero Practice Manager

With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system. Trusted by thousands of accountants across the world to efficiently run their practices.

Xero Practice Manager (XPM) is built with accounting and bookkeeping partners in mind. It's a comprehensive tool for tracking time, managing workflow and billing all built in the cloud. Practices that have 3+ staff and more than 200 clients would benefit from the power of XPM.

Xero Practice Manager also integrates with more than just Xero. Use Xero Practice Manager as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world- class add-on apps.

Explore all the features of XPM.

Our Review

"Xero Practice Manager helps strengthen client relationships, and our bottom line as a company, because we know we'll be compensated for our work."

- Quan Ly (McRally)

Practice Ignition

Job Management | Billing Flexibility | Send Proposals Immediately | Practice Automation 

About Practice Ignition

Practice Ignition eliminates the friction by sending your clients a single, smart proposal they can read, sign and pay in one place. That's more closed deals for you and less back and forth for everyone!

Practice Ignition is designed to help you make the sale with a beautiful, smart proposal that takes minutes to create and seconds for your client to electronically accept - no more print, sign and scan. But that is just the beginning!

Using the in-built Practice Ignition payments platform, your client signs up for automated payment debits right on the proposal - meaning you get paid on your terms and never risk a debtor again.

Combining Practice Ignition’s smart proposals and payments with your Xero apps suite means practice automation! When a client accepts a proposal, invoices are automatically created in Xero and jobs in Xero Practice Manager. When payment is made, Practice Ignition automatically reconciles your Xero invoices - automating your accounts receivable and eliminating debtor days.

By automating your back office, Practice Ignition allows you to focus on the things that matter most - providing a superior client experience, winning more deals and measuring the metrics that matter to your business. With our built-in dashboard reporting track your sales pipeline, revenue won and cashflow month-by-month and ask the important questions to drive your business forward.

Explore all the features of Practice Ignition.

Our Review

"We couldn't be happier with Practice Ignition - best decision we have made this year!

The onboarding process was easy, our aged receivables are ZERO (were about $ 50K). We are more efficient and the Xero integration makes it a seamless transaction. Almost 100% of our clients have been re-engaged over the past 3 months and our clients like it as well. Overall a 5 star rating from us. Good job PI."

Brad A Gunn

Vault Accountants and Financial Advisers

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