Best Xero Add

May 26, 2021
Bill Kimball

xero partners list

The replication commands include many features that allow for intelligent incremental updates to cached data. The data model exposed by our ODBC Drivers can easily be customized to add or remove tables/columns, change data types, etc. without requiring a new build.

Managing your team, and your schedule, can now be done using just one app. Well, we couldn’t have a list of the best Xero add ons without including ourselves, could we? Float is an award-winning cash flow forecasting add-on for Xero. Having won ‘Emerging Add-On Partner of the Year’ in 2014, and being featured as Xero’s February App Partner of the Month, Float is going from strength to strength. Chaser is the app solution that prevents late-paying customers from running rings around your business. Chaser won AccountingWEB’s Cloud App of the Year award in both 2017 and 2018 and is one of the most popular apps on the Xero marketplace.

Its features include automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting. Xero claims to have more than 200 secure connections with banks and financial service partners around the world. Other features include an API to integrate with external applications and Xero claims to have been integrated with over 800 third party apps, and more than 200 connections to financial service providers around the world. That’s more closed deals for you and less back and forth for everyone! Invoicing and jobs, Time tracking WorkflowMax 112 Invoicing and jobs, Time tracking A Xero product offering all-in-one workflow.

Allowing you to focus on the important things in business, Vend can help you to grow your business and keep on top of your sales. Increasing the efficiency with your accounts are prepared, Figured can provide time back in the day for financial advisors to provide farmers with advisory services and support. Figured is one of the leading Xero add ons for farm financial management.

Xero (company)

To earn points for clients using WorkflowMax, the WorkflowMax organisation must be linked to a Xero business edition organisation, and you must have advisor rights in the Xero organisation. Interaction must take place between Xero and WorkflowMax, for example generating an invoice or purchase order, updating a client record, or logging time. Lightyear is the solution for any business seeking to transition to a paperless workflow as it provides line by line data extraction, Lightyear is the AP solution for any business seeking to transition to a paperless office. From retail, to hospitality and construction businesses, and everything in between, Lightyear saves businesses and their accountants time and money by keeping their AP systems all in one place. We have searched high and low for the best Xero add ons on the Xero marketplace, so that you don’t have to.

For businesses, My Xero is the place to go to access the different organisations they belong to. I am newly Certified and wanted to invite all my remote clients to join me in a conference call while inviting them onto my account to look at the Demo Company on my account. This ability would also be helpful when demonstrating to a potential client how their transactions might look or when you are testing a conversion before doing it live. I could also see the value of a “trial demo” when testing links with 3rd party add-on’s. I would vote for this ability but maybe limit the number of test demo systems a partner could create. I encourage partners to vote for this change – Xero may then provide us with this functionality. Not only will we be able to monitor leads more effectively, but most importantly, smoothly transition leads over to a full business account once they make the decision to come on board in our practice.

Forecast your cash with accuracy and make business decisions with confidence. Are you a Xero user looking to take your cash flow forecasting skills to the next level? Download our advanced guide for free and find out how cash flow forecasting can help you to make the best decisions for your business. Their integration with Xero helps prevent double entry, allowing you to seamlessly track initial quotes through to invoices. From opening a dialogue with a client, to uploading pictures, editing quotes, and getting legally-binding acceptance, Quotient is a time saver that is loved by loads of SMEs. Prioritising and categorising what’s due, what’s next, and what’s overdue, Tradify is the nicest manager you’ve ever worked with. Tradify is visible to your whole team, and allows for a complete overview of your entire workload.

Your partner status is determined in accordance with the table below. Xero partner benefits are designed to give you what you need to be successful, however you define success. The more points you earn, the higher your status level and the more benefits you’ll pick up. Regardless of your business size or shape, these are some of the best solutions on the marketplace to help make running your business far easier. Vend integrates seamlessly with Xero to provide an industry-leading solution that takes away the pain of manually handling admin tasks associated with handling payments.

xero partners list

This request has come up from time to time so it’s good to get it requested here so we can get a better idea of demand. I agree too – one or a few industry- or business sector-specific Trial Accounts would be very useful. A simple way to transition free trial and paying accounts to our partner account would also be very helpful.


These add ons are available for any type of business, with solutions from time-tracking software to cash flow forecasting. Find accountants and bookkeepers who serve clients in your industry or line of business. In August 2020, Xero acquired Waddle, an Australian-based invoice financing startup for $80 million . Payment includes $31 million in cash and $49 million in earnout payments. Waddle allows small businesses to access quick loans secured by their accounts receivables. Xero is a New Zealand domiciled public technology company, listed on the Australian Securities Exchange.

Most businesses are at the mercy of unmanageable, error-prone spreadsheets. But with Float’s automatic one-way sync with Xero, your forecast remains live and accurate, keeping up-to-date with bills, invoices, and actual transactions. Knowledge of how much cash will be in the bank now, and at any point in the future, helps to make decisions over things from hiring new staff, investing in new property, or seeking new business. We have compiled this list of Xero integrations which we’ll keep updated every year based on their reviews, feedback we hear from our customers, and new software developments. They offer direct bank feeds so transactions flow automatically and securely into Xero, giving businesses daily cash flow updates.

Xero Apps And Add

Explicit caching provides full control over the cache contents by using explicit execution of CACHE statements. Auto Cache – Maintain an automatic local cache of data on all requests. The provider will automatically load data into the cache database each time you execute a SELECT query. Each row returned by the query will be inserted or updated as necessary into the corresponding table in the cache database. Includes standard Enterprise-class security features such as TLS/ SSL data encryption for all client-server communications. Our drivers enhance the data source’s capabilities by additional client-side processing, when needed, to enable analytic summaries of data such as SUM, AVG, MAX, MIN, etc. ODBC Remoting is enabled using the popular MySQL and SQL wire protocol server.

If no-one uses new Xero Expenses for 31 days, the practice points are removed. Tradify is one of the top-rated Xero add ons used in the construction and trade industry. Tradify allows businesses to keep on top of their projects by providing insight into their invoices and bills, whenever they come through. Providing job management capabilities and expertise, Tradify is vital to the management of multiple projects with multiple clients. Lightyear is an Accounts Payable Xero add on that provides insight and control of your payables – allowing you to tighten your cash flow.

In 2011, the Xero Touch mobile apps for iOS and Android devices were released. In July 2018, Xero announced a strategic alliance with US payroll platform Gusto. Xero’s products are based on the software as a service model and sold by subscription, based on the type and number of company entities managed by the subscriber. Xero apps and add-ons Apps, add-ons, and integrations that are built and owned by Xero. Mainly so we were able to introduce the Xero U Credits and re-certification process. This means that you need to have access to My Green Xero to access the test, and credits. Providing a Certification course for non-partners is something that is definitely on our radar and is something we want to get round to offering.

Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more. Newbie question – we are an accounting firm just starting out on Xero. We are trying to access the partner pricing of $5 per month for one of our client ledgers – at this stage xero is not letting that happen and its a minimum of $25 – I’ve tried the Xero support and they are next to useless. As a Xero partner, you’ll immediately gain access to free software, education, and marketing support – not to mention the value you can pass on to your clients. is an AP/AR bill payment solution that helps accounting firms automate bookkeeping tasks and manage all of their clients, eliminating paper and saving time.

Enabling smart caching creates a persistent local cache database that contains a replica of data retrieved from the remote source. The cache database is small, lightweight, blazing-fast, and it can be shared by multiple connections as persistent storage. Large Data – Intentional or unintentional requests for large amounts of data. Service Delays – Delays due to service interruptions, resulting in server hardware or software updates. Our replication and caching commands make it easy to copy data to local and cloud data stores such as Oracle, SQL Server, Google Cloud SQL, etc.

xero partners list

To create a billing account you need to select the pricing option. With the introduction of MTD here in the UK, this will have to become a priority as UK partnerships will have to report quarterly profit splits very soon. Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero’s award winning Most Valuable Professional. I’d ike to join the queue for a partner profit allocation feature! I have a 4 person partnership I look after and it would be useful to have this. Xero doesn’t handle profit allocation – this is a pure accounting entry and there are so many variables and factors and local reporting issues that I don’t see it being high on Xero’s priority list. You might want to request that this be changed to a feature request .

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  • To earn and retain points for using new Xero Expenses in your practice, at least one user must be actively submitting expense claims.
  • The company has three offices in New Zealand , six offices in Australia , three offices in the United Kingdom , three offices in the United States , as well as offices in Canada, Singapore, Hong Kong and South Africa.
  • Xero claims to have more than 200 secure connections with banks and financial service partners around the world.
  • Hubdoc is one of the most popular Xero accounting add ons on the market, and was acquired by Xero in 2018.

These customizations are supported at runtime using human-readable schema files that are easy to edit. Our drivers undergo extensive testing and are certified to be compatible with leading analytics and reporting applications like Tableau, Microsoft Excel, and many more. ODBC is the most widely supported interface for connecting applications with data. All kinds of BI, Reporting, ETL, Database, and Analytics tools offer the ability to read and write data via ODBC connectivity. Easily connect live Xero Accounting data with BI, ETL, Reporting, & Custom Apps. Data Sync Straightforward Apps for data replication with on-premise and cloud databases. FireDAC Components High-performance FireDAC components for NoSQL, Big Data, & SaaS Integration.

A second tranche of US$10 million in equity was promised to the Hubdoc’s shareholders in 18 months following the acquisition, subject to operational targets and conditions. In July 2011, the company acquired the Australian online payroll provider Paycycle for a mixture of cash and shares totalling $1.9 million in order to integrate the company’s products into its services. It acquired Spotlight Workpapers in July 2012 for a mixture of cash and shares totaling $800,000. I know that you’re not keen on becoming a Partner but does sound like you’ve got active clients, even though you might not be looking to expand, it might be worth reaching out to get activated.

Sorry to disagree with you Ashley, but I have Xero certification certificates for . I think non partners were able to sit the certification test from a link within the Help Centre. As a bookkeeper who has been using Xero since 2012 and a certified advisor for 3 years, I am very disappointed that Xero are no longer offering certification for non partners. The Xero partner program rewards you with a range of benefits that you can tailor to your own practice goals. We’ve created it to make you even more successful – no matter what success means to you.

Includes support for the MySQL and SQL remote access protocols, with advanced wire-protocol SSL security – industry standards for remote database connectivity. No Cache – All requests access only live data and no local cache file is created. Developers decide exactly what data gets stored in the cache and when it is updated.

If no-one uses Xero Projects for 31 days, the practice points are removed. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Then, with Practice Ignition’s Xero integration, it automatically reconciles all of your invoices for you – adding your new client’s data to your dashboard so you can make better business decisions immediately. Float is a visual, efficient and accurate solution that allows business owners to easily understand how much money their business will have in the future. Float creates powerful operational cash flow forecasts, to help business owners make data-driven decisions with confidence. Congratulations to our 2020 Xero Award winners who lead the way among our accounting and bookkeeping partners. The accountants and bookkeepers listed in the advisor directory all have at least eight clients on Xero and have staff members who are trained in Xero. We go out of our way to help our partners – with extra benefits, support and rewards to help you make your own business even more successful. Being a Xero partner opens the door to a host of game-changing products and beautiful free software to use in your own practice.

Eliminating the need for manual data entry, as well as allowing for accurate time-tracking and scheduling, Tradify works not only with you but for you. Vend is one of the top-rated point-of-sale Xero add ons for iPad, Mac, or PC. Designed specifically for inventory-based retail businesses, Vend helps you to keep on top of your inventory management, reporting, and customer engagement tools. Automatic invoicing with PI also means that the admin involved in client management is done for you. Streamlining the process of contract management, client onboarding, and aiding your cash flow, Practice Ignition is the app you need to work your way to a better firm. Running a modern-day accounting firm is a lot more complex than simply keeping books or filing ledgers.