Xero sits at the centre of most New Zealand and Australian accounting practices. The time savings come from what you connect to it. Here are the integration categories that make the biggest difference for practices.
1. Bill and receipt capture
Apps that read supplier bills and receipts, extract the details and send them to Xero, ready to approve. Combined with AI, they can also suggest the right account code.
2. Repeating invoices and fee reviews
Managing hundreds of repeating invoices in Xero one by one is slow. A tool like our own Invoice X lets you see every repeating invoice in one register and update prices across the whole book at once, for example at an annual fee review.
3. Proposals and client onboarding
Proposal software lets clients review and sign engagements online, then sets them up in your systems. Proffa, which we built, handles proposals, e-signature and onboarding in one place.
4. Practice management
Practice management software brings clients, jobs, deadlines and billing together, connected to Xero. Our practice platform Dragon is coming soon as a SaaS application.
5. Payments and debtor follow-up
Payment links on invoices and automated reminders get clients paying sooner, with payments reconciled back in Xero.
6. AI-assisted reconciliation and review
AI agents can match bank transactions, flag anomalies and draft queries for clients, with a person approving each decision. Read what an AI agent is.
7. E-commerce clients
Clients selling online need their store connected properly. Our guide to connecting Shopify to Xero and getting GST right covers the common traps.
When to go custom
Off-the-shelf apps cover the common needs. A custom integration makes sense when your practice has its own processes, needs data from several systems in one place, or spends hours every month fixing what connectors get wrong.
Want your practice systems working together? We build Xero integrations every day, and our own products run on the Xero API. See our API integrations service and software for accounting practices.
