Every business knows that Xero is the gold standard of accounting software in today’s cloud-based work environment. When you first think of Xero, chances are you thought of the smooth running of accounting and bookkeeping processes… but are you utilising Xero to its full potential? To help you, App Advisor, has researched the best time and money saving Xero add-ons and compiled them into one handy article. We take an in-depth look at the main features, the benefits for your business, which industries they help, their star rating and pricing options.
Take a look at our list… read, learn, compare and utilise them to work smarter in your business!
Xero Add-Ons for Invoicing & Jobs
#1 – WorkFlowMax
Run your projects from beginning to end with WorkflowMax project management software. Do it all – quoting, scheduling, time tracking, invoicing and reporting – and get a much better picture of your people and your profit.
WorkFlow Max is Xero-owned and integrated. Enter information into one system and it pops through on the other automatically. WorkflowMax is designed to help architects, engineers, building/construction, and manufacturing businesses manage their project workflows from start to finish. Push sales invoices to Xero. When you create a sales invoice in WorkflowMax, it’s automatically pushed into Xero. Get payment confirmation back into WorkflowMax. Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax, giving you an accurate picture of profitability on each job.
Push WorkflowMax purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted, the details are automatically pushed to Xero for payment of the invoice.
Xero Marketplace Rating: 3.75/5
Pricing Overview: Standard for 5 users $55/month, Premium for 5 users $105/m
#2 – ServiceM8
ServiceM8 integrates seamlessly with Xero, allowing you to manage any field service business from a client’s first call through to job completion, invoicing and payment.
ServiceM8 is a smart job management app which empowers trades & service business owners to run a better business & improve their lifestyle.
It’s cloud-based software for trade contractors & service businesses like plumbers, electricians, locksmiths & cleaners — any kind of business that manages jobs & staff in the field, ranging in size from sole operators up to 20 staff.
ServiceM8 streamlines the front-end job management, from a client’s first call through to scheduling, customer communication, quoting, job documentation, invoicing & payment. From there, it integrates with Xero to form an end-to-end field service package.
Together, ServiceM8 and Xero form an end-to-end solution for trades & service businesses — each item of work is captured once, and guided through a best-practice workflow of communication, job management & accounting. Information syncs between ServiceM8 and Xero to streamline workflows, avoid double entry & reduce administration. Features include:
Invoices approved in ServiceM8 are raised in Xero for automatic reconciliation.
Clients and items sync between ServiceM8 & Xero, with changes in one account updating the other.
Payments received against an invoice in ServiceM8 sync to Xero, and payments received in Xero sync back to ServiceM8.
Tax rates and income account codes are imported automatically from Xero.
Xero Marketplace Rating: 4.5/5
Pricing: Starter (50 jobs) $29/month Growing (150 jobs) $79/month Premium (500 jobs) $149/month Premium Plus (1500 jobs) $349/month
Xero Add-ons for Inventory
#3 – Unleashed Unleashed provides online inventory software for Xero, allowing accurate costs, margins and stock control. Integration with Xero is seamless and easy.
With real-time inventory control and reporting, Unleashed Software is a powerful cloud inventory management solution for manufacturers, distributors, wholesalers and retailers. Unleashed makes inventory management easier and more efficient so you can take control of your inventory health and scale your business with confidence.
Unleashed integrates with Xero to provide your business with real-time information. This is useful when completing transactions in Unleashed, such as receivables, credits and stock journals. Payable Transactions Updates - Unleashed sends Xero payable transactions for payment and reconciliation as you receive stock.
Receivable Updates - The second you complete a sale in Unleashed, we send that information through to Xero. Not only that but as stock moves, we update the stock value and cost of sale in Xero to ensure your profit reports are correct.
Perpetual Stock Updates - Unleashed updates Xero in real time.
Instant Reconciliation Tools - It is essential to keep both Unleashed and Xero’s data matching. To ensure there are no discrepancies, Xero automatically and securely reconciles your transactions to save you from hours of manual administrative work.
Contacts - As you acquire new customers or suppliers, simply create them in Unleashed and let us update Xero for you.
Xero Marketplace Rating: 4.7/5
#4 – Vend Vend's retail platform offers point-of-sale, inventory management, reporting and customer engagement tools on iPad, Mac or PC. Designed for inventory-based retail, Vend has everything you need to sell, manage, report and grow in every way. Centrally manage your stores in the cloud, and easily add new users, registers, sales channels or locations as you grow.
Automate painful admin tasks and eliminate human error with daily sales and payment totals, cash movements, stock orders, cost-of-goods and contacts flowing easily between the two systems. Account sales that haven't been paid yet also sync to Xero, and automatically update once you receive the relevant payment.
Vend supercharges your Xero reports with visibility into how your business is truly performing, including your real-time profit and loss.
Xero Marketplace Rating: 4.1/5
Lite (small retailers with basic operations) $119/month
Pro (established single or multi-store retailers) $149/month
Enterprise (large multi-store retailers or franchises) - Enquire with Vend
Xero Add-On’s for Bills & Tracking
#5 – ReceiptBank
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 personalised Receipt Bank email address or 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.
Receipt Bank integrates directly with Xero to create an end-to-end bookkeeping productivity solution. Receipt Bank syncs with your Xero Chart of Accounts to ensure that all data is categorised accordingly, and pushes the extracted information to your Purchase Ledger or Bank Account for effortless reconciliation. ReceiptBank is an App Advisor favourite and we always recommend implementing it into your app stack.
Business (1 user) $15/ month, billed annually
Business Plus (5 users) $30/month, billed annually
Premium (20 users) $60/month, billed annually
Are you struggling with finding the right apps for your business? or confused on the functionality of the apps? Contact us today for a free consultation to get you heading in the right direction within the app marketplace.