Xero Practice Manager
The heart of your practice.
Overview
Xero Practice Manager (XPM) is a comprehensive practice management tool that helps Xero partners manage their jobs, timesheets, and invoicing. It is designed to provide visibility over a firm's workflow and profitability. Key features include job management, time tracking, and invoicing, all deeply integrated with Xero's accounting software. It is typically offered for free to accounting and bookkeeping partners on the Xero platform.
✨ Key Features
- Job and Workflow Management
- Time Tracking
- Client Management
- Invoicing and Billing
- Reporting
🎯 Key Differentiators
- Deep, seamless integration with the Xero accounting platform.
- Free for most Xero accounting partners.
- Powerful time tracking and billing capabilities.
Unique Value: Provides a powerful and free practice management tool that is perfectly integrated into the Xero ecosystem, creating a seamless workflow for Xero partners.
🎯 Use Cases (4)
✅ Best For
- Seamlessly creating invoices in Xero from timesheets in XPM.
- Managing a high volume of recurring bookkeeping jobs for Xero clients.
- Analyzing firm performance with integrated reporting.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not use Xero for their clients' accounting.
- Users who need a client portal or advanced document management features.
🏆 Alternatives
Offers unparalleled integration with Xero that no third-party tool can match, but lacks the features and flexibility of standalone platforms for firms that are not Xero-exclusive.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Free for Xero Partners (Silver and above).
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