You might be wondering how to make the most of your accounting software and streamline your workflows. One way to do that is to use apps that integrate with Xero, the cloud-based accounting platform that helps you manage your finances anytime, anywhere.
Xero has an ecosystem of over 1,000 apps that can help you with everything from invoicing and payments to inventory and CRM.
But with so many options, how do you choose the best ones for your business?
In this blog post, we will introduce you to our favourite Australian apps that work with Xero, based on user ratings and reviews on the Xero App Store. These apps can help you save time, boost your cash flow, improve your customer relationships, and grow your business in FY23 and beyond.
Budgeting and Cash Flow Forecasting
Connects to Xero and other data sources. Calxa helps you create accurate and realistic budgets, track your performance against your goals, and generate insightful reports and charts. You can also automate your reporting workflow and send customised reports to your stakeholders via email or online.
Connect to your Xero and Calxa will extract your account structure, opening balances and tracking categories to help you prepare visual financial reports. Sync your overall budget or import your tracking category budgets for up to 10 years to report on your departments, branches or activities. https://apps.xero.com/au/search/app/calxa
Inventory Management
Helps you manage your stock levels, orders, purchases, sales and deliveries across multiple locations and channels. You can also monitor your inventory costs, margins and profitability with real-time data and analytics.
Unleashed integrates quickly and easily with Xero. Stock movements and transactions are automatically and securely updated in real time, saving hours of administrative work and giving total visibility of inventory value, right down to the profit and loss and balance sheet level. https://apps.xero.com/au/search/app/unleashed-software
Automation
Connects Xero to over 3,000 other apps. Zapier helps you create workflows or "zaps" that automate tasks between different apps without coding. For example, you can create a zap that automatically creates a Xero invoice when a new order is placed on Shopify, or a zap that sends a Slack message when a new payment is received in Xero.
The Zapier Xero integration will automatically create invoices, contacts, and more with data from other apps you use, like CRMs, payment platforms, and eCommerce stores. It can also communicate new info on Xero out to other tools in your pipeline, like mailing out new invoices automatically whenever they're created, subscribing new contacts added on Xero to your email marketing apps, or providing notifications when you get new payments. https://apps.xero.com/au/search/app/zapier#overview
CRM
Capsule is an easy-to-use online CRM suitable for small to medium-sized businesses - its capabilities grow as your business does. Store and manage your contacts and their history, add notes, emails or custom information that’s crucial to your business. Assign tasks to team members or create consistent work processes they must follow ensuring you make the most out of your leads. https://apps.xero.com/au/search/app/capsule-crm
Capsule and Xero integrate seamlessly to provide additional accounting and invoicing activities to Capsule’s already powerful CRM solution, giving you everything you need to know about your customers on one page. Keep customer and supplier information in sync - update your contacts in Capsule and they're automatically updated in Xero too.
Document Collection and Management
Works with Xero and other systems. Hubdoc helps you fetch your bills, invoices, statements and receipts from hundreds of online sources and store them securely in the cloud. You can also automate your data entry and reconciliation with Hubdoc's machine learning technology. https://apps.xero.com/au/search/app/hubdoc
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.
Workforce Management
Deputy helps you schedule your staff, track their time and attendance, communicate with them effectively and manage their payroll. You can also automate your timesheet approval and export process with Deputy's integration with Xero.
Integrates with Xero's payroll and employee data. Includes Full Award Interpretation, with 50 of the most common Fair Work Awards available. https://apps.xero.com/au/search/app/deputy
Job Management
Helps you manage your service business from quoting to invoicing and everything in between. You can also streamline your field operations with ServiceM8's mobile app, GPS tracking, online booking and payment features. https://apps.xero.com/au/search/app/servicem8
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.
Approvals Management
Replaces paper and email approvals with fully automated multi-role and multi-tiered approval workflows. It streamlines the accounts payable process, ensuring spend control and regulatory compliance are adhered to. Great for accountants, bookkeepers, internal accounting teams, and organisations that outsource their financial services.
ApprovalMax is seamlessly integrated with Xero to ensure automatic data exchange and bi-directional synchronisation between these two apps. https://apps.xero.com/au/search/app/approvalmax
eCommerce
Take payments any way you want. Whether online or in-person, get paid quickly and securely with a variety of hardware and software to process credit cards, Apple Pay, and Android Pay, including touch-free options. Beyond payments, Square offers a suite o
f tools to get any job done, like point-of-sale, eCommerce, pickup and delivery, online scheduling, marketing, and more.
Connect your Square account with Xero to automatically sync your daily sales transactions and use Square as a payment service. Save time—no more manual data entry. https://apps.xero.com/au/search/app/square-
Project Management
A cloud-based business management platform designed to help professional & creative services businesses better manage their organisations. It offers functions designed for project, financial, and workforce management.
Projectworks and Xero directly integrate to complete your business software eco-system. You get twice the power with Projectworks’ tools for managing projects, people and finance combined with Xero’s features to manage your numbers effortlessly.
Do you think there's another Xero app that deserves a
five star recommendation? ...Please let us know in the comments section!
Comdex Training 2023
I'd put Shopify into my top 10 Xero apps. We've saved hours of data entry and reconciliations, minimized errors.