Xero Practice Manager

Accounting Practice Management Software

Starting from $149.00Monthly

Overview Benefits Media Key Features Reviews

Overview

Xero Practice Manager is a complete solution to run your accounting practice. Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner program.

Gain instant oversight into active jobs and work-in-progress (WIP) with real-time dashboards that let you manage workflows efficiently and reclaim costs faster than ever. Transform WIP entries into polished invoices effortlessly—and dispatch them straight to clients—all from one intuitive platform.

Assign tasks seamlessly while tracking key metrics like team performance, client profitability, and custom KPIs to drive data-informed decisions and maximize returns.

Benefits

Centralized Client and Job Management: This supports rapid communication and better visibility into ongoing work.
Enhanced Workflow Efficiency and Automation: Assign tasks to staff with deadlines, track progress in real-time, and use customizable job templates to automate repetitive processes, helping prioritize work and boost overall productivity.
Seamless Time Tracking and Billing: Record hours manually or via a timer, then convert them directly into invoices and send to clients. It integrates effortlessly with Xero for syncing payments and client data, saving time on administrative tasks.
Robust Reporting and Insights: Generate standard or custom reports on practice performance, client profitability, staff utilization and more, providing data-driven decisions to improve financial management and compliance.