Business Software for Xero

CreditorWatch is an online platform designed for commercial credit risk management and receivables for businesses. It integrates various functions including customer onboarding, credit application processes, business credit reporting, risk assessment, continuous monitoring with notifications, and features for handling overdue accounts and collections. This platform serves finance, credit, and accounts receivable teams, allowing them to evaluate both customers and suppliers, automate decision-making for applications, monitor fluctuations in business risk, and streamline receivables management. The available modules and integrations depend on the specific subscription plan chosen by the user. Each plan offers unique features tailored to meet diverse business needs and enhance operational efficiency.

Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.

Nectabl is an online document processing solution tailored for bookkeepers, accountants, BAS agents, virtual assistants, and small enterprises. It transforms various documents like receipts, invoices, and bank statements—whether in PDF format, scanned images, or photos taken with smartphones—into organized spreadsheet data. Users have the ability to examine the extracted data alongside the original documents, make corrections to any highlighted discrepancies, and export the final results into spreadsheet or other data formats suitable for their bookkeeping tasks. The platform also features batch processing, enabling users to manage documents across multiple clients efficiently, while customizable categories and column layouts ensure that recurring exports maintain a uniform structure. This service specifically targets those involved in financial record preparation, providing a streamlined approach to transferring document information into neatly organized and easily reviewable spreadsheet files. Additionally, its user-friendly interface enhances productivity by simplifying the document management process for busy professionals.

ConsultancyOS is a cloud-driven platform that streamlines professional services automation specifically for IT services, technology consulting, and business management firms. It merges essential project delivery functionalities such as phases, milestones, tasks, sprints, and time tracking, along with billing and invoicing, while also providing tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's unique IP Encoding System records a firm's methodologies in playbooks and processes, leveraging AI agents to generate work in accordance with these established methods and firm-specific guidelines, supported by review and version control workflows. Additionally, it encompasses tools for Profit First allocation, workflows for partners and suppliers, recruitment capabilities, and various automation features. The platform allows seamless integration with applications like Xero, Microsoft 365, Microsoft Teams, and DocuSign to enhance functionality. It is specifically tailored for firms with a workforce ranging from 5 to 100 employees, ensuring they have the resources they need to thrive in a competitive market. The comprehensive nature of ConsultancyOS makes it an optimal choice for professional service firms seeking efficiency and adaptability.

Nexley is an innovative platform based in the cloud that offers AI-driven estimating and business management solutions tailored for tradespeople and small construction contractors in the UK. The software analyzes tender documents and drawings, conducts take-off measurements, and generates bills of quantities based on the contractor's specified rates for evaluation. Users are empowered to capture inquiries, craft quotes and estimates from established price lists, schedule projects, and manage invoicing processes effectively. Additionally, Nexley facilitates the organization of essential job paperwork, such as RAMS, certificates, and receipts, while also enabling users to monitor job expenses and cash flow. The platform boasts accounting integrations with Xero, QuickBooks, and Sage, along with compatibility with tools like WhatsApp, Slack, Fergus, and ServiceM8. Catering to various trades, including electrical, roofing, drylining, gas, heating, and fit-out, Nexley is crafted to streamline the tendering and administrative processes into a singular, cohesive service, ensuring that all commercial documents are prepared for user scrutiny. This holistic approach significantly enhances operational efficiency and reduces administrative burdens for contractors.

Infercall serves as a cloud-based AI receptionist tailored for small enterprises and service-oriented teams. By utilizing pertinent business information such as services offered, pricing, operational hours, policies, and necessary documents, it effectively handles inbound phone calls and chats initiated on websites. This intelligent receptionist is capable of addressing common inquiries, assessing the nature of calls, gathering necessary caller information, transferring calls, or taking organized messages based on predefined guidelines established by the business. Additionally, through various integrations, it can facilitate appointment scheduling, generate follow-up tasks or customer records, and draft quotes or create jobs. The platform offers valuable insights, including call summaries, transcripts, recordings, and analytics for comprehensive assessment. Businesses have the flexibility to either forward an existing phone number or adopt an Infercall-specific number, while also customizing greetings and languages, alongside managing call operations via a user-friendly web dashboard. Suitable applications of this service extend across various sectors, including trades, home services, salons, dental clinics, and any businesses that require appointment scheduling or inquiry management. By leveraging such technology, businesses can enhance their customer engagement while streamlining communication processes efficiently.

Bravio offers a cloud-based solution for Computerized Maintenance Management System (CMMS) and field service operations tailored for independent biomedical service providers, such as third-party repair facilities and hospital HTM teams. This software integrates numerous features, including asset management, customer and facility details, service request tracking, work order management, preventive maintenance scheduling, inspection processes, technician dispatching, and parts inventory control. Technicians in the field can utilize the mobile application to access job histories and asset records, perform inspections, log readings and photographs, obtain customer signatures, and operate without internet access until they can sync their data. The platform produces signed service reports with audit trails and grants customers access through a portal to view their service records and current status. Additionally, repair shops can efficiently handle estimates, invoices, payments, and link their accounting processes with QuickBooks Online or Xero. While Bravio aids in maintaining biomedical documentation, it does not endorse any certification for organizations or ensure compliance with regulatory standards. Furthermore, its capabilities enhance operational efficiency and enable better management of biomedical service tasks.

JobBOSS is a manufacturing shop management solution that is ideal for small and medium-sized manufacturers. JobBOSS allows users to track their jobs, create jobs, and manage the engineering process. JobBOSS' key features include order processing and quoting, payroll management, advanced scheduling, inventory management, accounting, and many more. JobBOSS can be deployed as an on-premise solution or as a cloud-based one.

ResLogic is a cloud-based travel management and reservation software solution. The next-generation WebResManager Platform provides real-time Internet reservations for travel websites. ResLogic can handle all aspects of your company's operations, including call center reservations and accounting requirements.

Fluxx Grantmaker is built uniquely for philanthropists by philanthropists. We understand you painpoints and challenges because most of us have been in your shoes and our system was built for one purpose only: help you better manage your grants so you can create even more impact. With Grantmaker you will be able to cut significant grant admin work by creating the workflows that meet your specific needs and compliance requirements with unlimited branches and variations, automating notifications, reminders even some validation steps, automatically creating grant agreements and amendments and more. Our unique interface lets you choose what to surface so each user only the information they need, whether it is a list of actions for a grant admin, an application to approve for a reviewer, documents to provide for a grantee or an overview of grant activities for an executive, creating efficiency and transparency across the organization. Get connected with your peers in the Fluxx community! A vibrant and growing network of hundreds of grant professionals who share tips, tricks best practices and innovative ideas.

ChannelGrabber creates intuitive, easy-to-use ecommerce software that allows customers to sell more through any channel, delight customers, and conquer administration. Through a single interface, we facilitate the integration between web shops and online marketplaces. ChannelGrabber software allows merchants to manage inventory, billing and shipping from one place.

Simple Salon offers an advanced, comprehensive cloud-based appointment scheduling solution tailored for both single and multiple-location hair and beauty salons, day spas, and clinics. This user-friendly online booking platform empowers business owners to operate and expand their enterprises effectively through a wide range of features, such as SMS notifications, point of sale (POS) capabilities, performance analytics, payroll oversight, and client account management. With Simple Salon’s online booking system, users can handle appointments around the clock, while the Clipboard feature facilitates easy copying and rearranging of bookings, enhancing overall efficiency and organization in salon management. Moreover, the software's intuitive interface ensures that even those with limited technical skills can navigate the system with ease.

Checkfront is a purpose-built booking management software for tour operators, accommodation, activity, experience providers and rental companies. This cloud-based booking management software allows for activity and booking management, live inventory management and customer notifications. It also provides channel distribution, dynamic pricing, reservation and payment processing. Checkfront offers over fifty integrations into external services including website publishing platforms, payment gateways and popular Saas based services.

mPACS, developed by Mandon Software, is a tailored insurance software platform designed specifically for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. This comprehensive solution is not only robust and feature-rich but also flexible, catering to a wide range of needs in managing quotes, policies, and claims. Users can choose between on-premises installation or cloud-based access, ensuring versatility in deployment. With an extensive array of functionalities including documentation, rating, quoting, renewal, claims management, marketing, interfacing, and auditing, mPACS streamlines various processes for its users. Additionally, its user-friendly interface enhances the overall experience, making it a preferred choice in the insurance sector.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

Ensure all your orders are processed efficiently with Orderbot. This versatile and robust multi-channel order management system caters to both B2B and B2C needs. Designed for merchants, Orderbot simplifies the fulfillment process, inventory management, invoicing, and more, effectively eliminating those pesky backorder issues. With exceptional customer service and seamless integration with reliable business tools, Orderbot enhances transparency, allowing all stakeholders to track order status in real-time. In today's digital and social selling landscape, it's essential to consider order volumes as order density rather than just daily totals. Social media trends can lead to unpredictable surges in orders, so be prepared for those moments when your product becomes a hot commodity. This enterprise-grade integration transcends typical plugins, ensuring that your products, inventory, and orders are synchronized and managed efficiently on a larger scale. By leveraging Orderbot, businesses can optimize their operations and respond swiftly to market demands.

Verify Technologies helps you to stay compliant with food safety legislation. Verify Solutions is a paperless, integrated food business management platform that offers fully integrated quality, sales and purchasing management features. Verify is a software designed for small and medium manufacturing companies. It helps them to increase efficiency, reduce operating costs, improve their quality control, and automate HACCP and Food Traceability requirements.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Administrate is a scalable Training Management System (TMS) built to handle the complexity of enterprise instructor-led training. It unifies planning, scheduling, communications, and reporting in one system—eliminating spreadsheet chaos and reducing manual tasks by up to 90%. Training teams gain control, speed, and visibility across all learning operations. With built-in integrations to core business systems, Administrate helps global organizations deliver high-impact training programs that support compliance, growth, and operational excellence.

Cloud HR is fast and easy to use, and it will transform the way you manage your business resilience and engage all of your employees. Sage People is a cloud-based HR and People system that is suitable for mid-sized businesses. It can be accessed from any device, at any time, on any device. You can leverage powerful automation and analytics to ensure business continuity, improve workforce visibility, boost productivity, and create great experiences for your workforce, no matter where they are. Sage People allows you to connect with your workforce in a fresh way. Sage People's powerful, yet easy-to-use global cloud HRIS system allows you to personalize and personalize the employee self-service portal. It also automates team efficiency and productivity. You can also see your global workforce and gain visibility with Sage People. Your greatest asset is your people. Sage helps multinational, people-focused organizations succeed. No matter how many employees you have in one country or 200 in another, Sage can help you increase engagement and productivity.

Kaseya VSA is an advanced remote monitoring and management (RMM) tool designed specifically for Managed Service Providers (MSPs) and IT organizations. This software offers users an array of features, including rapid remote access, potent discovery capabilities, dependable patch management, as well as comprehensive monitoring and security options, all integrated into one platform. As a result, Kaseya VSA enhances the productivity of IT staff, boosts service dependability, and fortifies system security. It serves as a cohesive IT Management solution, not just aimed at improving service delivery but also at transforming business operations. By streamlining workflows across various tools, Kaseya’s solution significantly elevates the efficiency of IT teams, which in turn fosters better service provision and enhances overall business productivity. Discover firsthand why countless IT departments rely on Kaseya VSA to oversee and automate their entire IT infrastructure from a centralized location. Ultimately, this platform empowers organizations to provide greater value while minimizing service delivery expenses. Kaseya VSA equips IT departments with the essential management tools to proactively oversee their systems through a unified interface, making it an indispensable ally in the realm of IT management.

Vonigo streamlines the field service management process, from beginning to end. We offer a single cloud-based suite of modules that can be configured to manage field service management from start to finish. These include scheduling, online bookings, dispatch, routing and CRM. Invoicing, payments, reporting and more. Vonigo has helped millions of people book and manage jobs. Join us for a Free demo today.

Assignar is an all-in-one construction operations platform built to connect field teams with finance and back-office processes. The platform enables contractors to manage scheduling, track time and work completed, and monitor job progress in real time from a centralized system. By replacing spreadsheets, texts, and disconnected tools, Assignar improves coordination between field crews and office staff. It allows teams to capture field data digitally, automate compliance tracking, and link jobsite activity directly to payroll and invoicing workflows. Assignar also provides reporting and analytics tools that give managers clear insights into project performance, costs, and resource utilization. With real-time visibility across crews, equipment, and job sites, companies can make faster and more informed decisions. The platform integrates with accounting systems to eliminate double entry and streamline financial processes. By improving communication and data accuracy, Assignar helps reduce rework, minimize disputes, and accelerate cash flow. Overall, it enables construction businesses to operate more efficiently while maintaining better control over margins and project timelines.

OneFitStop is an all-inclusive fitness studio and gym management system that guarantees optimal class scheduling, payment processing and client and staff management. It also offers a customizable app and a customized app. Our fitness tracking software is suitable for all types of fitness businesses, including Pilates, Yoga, Barre and Functional Training, Gyms, Fitness Clubs, Indoor Cycling, Martial Arts, and Gyms & Health Clubs. Our support team is available to provide 24 hour support, 7 days a week to our customers. Our platform functionality will help you and your team cut administration hours, increase revenue, and improve client engagement.

VetLinkSQL is a SQL-driven software solution tailored for veterinary practices of differing scales. This software boasts essential features such as appointment scheduling, reminders, inventory management, and billing among others. Users have the flexibility to personalize the design and functionality of their appointment booking system. Additionally, VetLinkSQL seamlessly connects with various third-party e-commerce applications, enhancing its usability for veterinary clinics. This integration allows practices to streamline their operations further and improve customer service.