Business Software for Xero

ConeRQ offers a tailored field management software solution designed for seamless fleet management and job handling from start to finish in real time. This intuitive platform is accessible on any mobile device, making it ideal for users on the move, as it is specifically designed for road use. Additionally, ConeRQ provides customization options to align its features with your business's unique requirements, such as integrating with accounting, payroll, or invoicing systems. "This system - how it operates and its adaptability to our needs - is remarkable. It has allowed us to double our job completion rate." - Highway Safety Management If your existing field management solution is sluggish and you're eager to accelerate your operations, we would be thrilled to connect with you! Embrace the opportunity to transform your business efficiency with ConeRQ.

Aleph is a finance platform designed for AI, facilitating financial planning and analysis by merging data consolidation, spreadsheets, dashboards, and intelligent automation to enhance finance processes. It seamlessly integrates with over 150 systems, including ERP, HRIS/ATS, CRM, and various databases, utilizing no-code solutions to ensure real-time data synchronization. The platform adeptly transforms raw data through mapping, table combinations, and applying specific calculations, while securely storing essential metrics. Users can access Aleph via a web interface, complemented by spreadsheet add-ins that allow for the preservation of existing models, all while leveraging more accurate and live data. With features like dashboards and drill-down capabilities, it enables users to identify variances, expedite reporting and closing procedures, engage in forecasting and budget planning, model various scenarios, manage headcount effectively, and share visualized metrics across teams. Additionally, it incorporates robust security measures (SOC 2 Type II) and compliance features, ensuring clients receive immediate value from the platform; many report achieving operational readiness and generating reports within just a few days or weeks after implementation. This rapid onboarding and user-friendly design make Aleph an appealing choice for organizations looking to optimize their finance workflows.

CData's artificial intelligence solution revolves around Connect AI, which offers AI-enhanced connectivity features that enable real-time, governed access to enterprise data without transferring it from the original systems. Connect AI operates on a managed Model Context Protocol (MCP) platform, allowing AI assistants, agents, copilots, and embedded AI applications to directly access and query over 300 data sources, including CRM, ERP, databases, and APIs, while fully comprehending the semantics and relationships of the data. The platform guarantees the enforcement of source system authentication, adheres to existing role-based permissions, and ensures that AI operations—both reading and writing—comply with governance and auditing standards. Furthermore, it facilitates capabilities such as query pushdown, parallel paging, bulk read/write functions, and streaming for extensive datasets, in addition to enabling cross-source reasoning through a cohesive semantic layer. Moreover, CData's "Talk to your Data" feature synergizes with its Virtuality offering, permitting users to engage in conversational interactions to retrieve BI insights and generate reports efficiently. This integration not only enhances user experience but also streamlines data accessibility across the enterprise.

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

MasterDistiller is a comprehensive management system for distilleries, created on the open-source Odoo ERP framework, which merges specific industry modules with Odoo's fundamental business capabilities to encompass the entire process from “grain to glass.” It offers various applications designed for aspects such as production and distillation, allowing for effective tracking of costs, batch data, spirit origins, and recipe management; maturation and warehousing, which facilitate monitoring of liquids in casks and containers, along with gauging and provenance tracking; as well as vatting and bottling, focusing on the management of blending, dilution, loss calculations, and the production of finished goods. These specialized applications work in harmony with the broader Odoo business applications, including inventory management, CRM, sales orders, procurement, manufacturing, and accounting, to streamline operations, minimize errors, and provide real-time insights across various functions. MasterDistiller ensures complete traceability from the source materials to the end user, also accommodating necessary regulatory reporting requirements. Additionally, the integration of these systems promotes efficiency and enhances productivity throughout the distillation process.

OnBatch is a comprehensive cloud-based platform tailored for batch manufacturing and distillery management, aiming to consolidate various functions such as inventory, purchasing, production, warehousing, sales/CRM, and regulatory compliance into one cohesive system. Its inventory and purchasing features enable users to monitor the journey of raw materials to finished products, implement conditional pricing strategies, and optimize the bill of materials for a more efficient production process. The manufacturing section facilitates the management of custom, repeatable, and scalable production workflows, complete with version control, equipment oversight, and precise batch costing that accounts for factors like labor, energy, and losses known as “angel’s share.” Additionally, the warehousing capabilities boast a visual layout builder for effective rack management and inventory monitoring across multiple locations. The sales and CRM functionalities encompass order processing, invoicing, back-order management, returns, and customer relationship management, while seamlessly integrating with financial software such as QuickBooks and Xero to enhance overall operational efficiency. This platform not only improves productivity but also simplifies complex processes, ensuring businesses can focus on growth and compliance.

Everest ERP is a cutting-edge enterprise resource planning platform designed specifically to replace outdated systems, enhance operational efficiency, and support contemporary subscription- and usage-based business models. It provides real-time capabilities for order-to-cash processes, revenue recognition, and multi-entity consolidation, offering finance and operations teams comprehensive visibility over invoicing, contracts, cloud-related expenses, personnel costs, and adherence to global regulatory requirements. By integrating essential functions such as asset management, human resources cost tracking, and cloud cost management, Everest eliminates the need for spreadsheets and disparate systems, effectively merging workflow routing, depreciation, payroll, headcount management, and expenditure tracking into a single cohesive platform. The AI-centric design of Everest includes both pre-built and customizable agents that users can define using natural language, and it features a Live Sandbox environment that allows organizations to test modifications in a secure space before they go live. This innovative approach not only simplifies complex operations but also empowers businesses to adapt quickly in a rapidly changing market.

Boatyard serves as an all-encompassing platform tailored for the marine industry, catering to boat dealers, marinas, boatyards, and service operations by providing essential tools to oversee service requests, boat sales, parts inventory, and customer relations within a single cohesive system. This platform enhances both front-desk and back-office processes by allowing users to efficiently schedule and monitor service appointments, allocate technicians, track job progress, manage billing, and maintain communication with boat owners through mobile and web interfaces. Additionally, it streamlines inventory management and parts ordering, integrates seamlessly with accounting software, enables online boat listings and sales oversight, and offers customized analytics and dashboards specifically designed for marine enterprises, all aimed at boosting efficiency, enhancing customer interactions, and maximizing service profitability. By centralizing these functions, Boatyard helps marine businesses operate more smoothly and effectively.

CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives. Highlighted Features: - Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue. - Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them. - Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues. With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations.

Garage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency.

Hoist is designed to simplify workshop operations for automotive businesses across New Zealand. It centralizes job management, invoicing, and customer communication in one easy-to-use platform. Digital job cards replace paper-based systems, reducing mistakes and improving visibility across jobs. Automated calculations and workflows minimize human error and save administrative time. Hoist integrates directly with Xero for two-way syncing of invoices, payments, and customer data. Built-in EFTPOS integrations allow workshops to take payments quickly and accurately. Vehicle lookup tools provide instant access to registration and WoF history. Customers receive timely updates, improving trust and repeat business. Hoist supports the tools workshops already use, including parts suppliers and payment providers. With a short setup time and free onboarding, teams can start seeing value quickly.

My Care CRM is a robust platform focused on security and automation, tailored specifically for NDIS providers to effortlessly handle participant management, documentation, and compliance requirements. This system enhances daily operational workflows, ensures records are always audit-ready, and mitigates administrative risks through intelligent reminders, structured processes, and reliable evidence collection. Engineered for precision and efficiency, it promotes strong governance applicable to all service categories, making it an essential tool for providers. Additionally, its user-friendly interface allows for seamless integration into existing practices, enhancing overall service delivery.

Sense Workplace is an innovative platform that utilizes AI to enhance workforce management and HR functions, enabling organizations to streamline the oversight of HR, operations, and employee data within a single real-time system that caters to deskless, frontline, and hybrid workforces. This platform consolidates various essential features such as employee records, holiday and absence management, time and attendance tracking, document management with e-signatures, applicant tracking, onboarding processes, performance management, and tailored HR workflows complete with automated approvals and reminders. Additionally, it boasts an AI assistant capable of analyzing both HR and operational data, crafting important documents, addressing inquiries, and providing valuable insights, along with mobile capabilities that allow employees and managers to access schedules, request time off, submit expense reports, and complete HR tasks from any location. Sense Workplace also prioritizes real-time location tracking and task assignment for frontline teams, merges time tracking hardware and mobile applications into a cohesive system, and provides customizable reporting dashboards to enhance organizational efficiency. With its comprehensive features, organizations can ensure that their workforce management processes are not only efficient but also adaptable to the dynamic needs of modern employees.

Xenett is an innovative software solution powered by artificial intelligence, designed specifically for automating financial close and accounting workflows, which aids accounting teams, bookkeepers, and finance professionals in streamlining their month-end close processes while enhancing accuracy. By automatically analyzing accounting data, Xenett identifies errors and inconsistencies, thereby minimizing the need for manual reviews and lowering the chances of financial inaccuracies. It features a comprehensive workflow management system that includes task assignments, progress tracking, collaboration tools, and customizable dashboards, providing users with real-time insights into the status of their close processes. Additionally, Xenett effortlessly integrates with major accounting software such as QuickBooks Online and Xero, allowing for seamless data synchronization and automated reconciliations. This versatile solution is capable of supporting multiple clients and entities, making it an ideal choice for firms and businesses of varying scales. With advanced reporting capabilities, AI-enhanced error detection, and a secure environment for collaboration, Xenett significantly improves accuracy and accountability in accounting and financial close operations. Furthermore, its user-friendly interface ensures that users can efficiently navigate the software, maximizing productivity and effectiveness in their financial tasks.

Vergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions.

Direct Debit is an innovative cloud-driven solution designed for the automated collection of recurring payments directly from the bank accounts of customers, streamlining the payment process for businesses. It features a robust end-to-end system that starts with customizable electronic mandates, which customers can conveniently sign digitally from any device, ensuring a quick and secure authorization process while eliminating the need for paper documentation. After receiving authorization, businesses can issue payment instructions detailing the amounts and schedules, and the system will automatically withdraw funds from customer accounts on the predetermined dates. To enhance security, it incorporates an Account Verification Service (AVS) that checks banking information to mitigate fraud risk, alongside DebiCheck authentication, which helps reduce disputes by confirming mandates in advance. Furthermore, it supports a variety of transaction types, including Same Day and Two-Day EFT debit orders, EFT credits, and batch processing, while offering API and webhook integrations, enabling organizations to seamlessly connect the platform with their existing systems for enhanced operational efficiency. This comprehensive approach not only simplifies payment collection but also bolsters security and improves customer trust in the process.

Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.

Cloudoffis is a cloud-based software platform that leverages artificial intelligence to enhance accounting and auditing processes, specifically aiming to simplify compliance, documentation, and workflow management for professionals in these fields. The platform offers a comprehensive set of integrated tools that automate the creation, assessment, and filing of financial workpapers, which enables accounting teams to efficiently organize their documentation and work collaboratively with auditors through a unified online interface. With a strong emphasis on automating Self Managed Super Fund (SMSF) accounting and auditing tasks, Cloudoffis allows accountants to easily create structured, compliant workpapers and share them with auditors at the click of a button. Its various modules, such as SMSF Sorted, SMSF Automation, and Tax Sorted, help to standardize accounting and auditing workflows, significantly decreasing the need for manual data entry while accelerating turnaround times and ensuring adherence to regulatory standards. Furthermore, by integrating advanced technology into traditional processes, Cloudoffis empowers teams to focus more on strategic decision-making rather than getting bogged down by administrative tasks.

Cashflow.io is a cloud-based financial technology software as a service platform that aims to enhance and simplify the entire cash cycle by consolidating accounts receivable, accounts payable, payments, and financing into one cohesive system. By enabling businesses to digitize their financial operations, it automates processes such as invoice management, payment handling, and collections, which leads to a significant reduction in manual tasks, the elimination of data entry mistakes, and an overall boost in workflow efficiency. This platform equips users with tools to generate invoices, process payments, and oversee billing with adaptable payment options, such as installment plans and tailored fee arrangements, while also providing immediate insights into financial performance through built-in analytics. Furthermore, Cashflow.io seamlessly integrates with existing accounting software, facilitating easy transaction reconciliation and ensuring that businesses can uphold accurate financial records without disrupting their ongoing operations. As a result, users can focus more on strategic growth initiatives while relying on an efficient system to handle their financial transactions.

Renttix serves as a comprehensive rental management solution tailored for businesses involved in equipment, vehicle, and event rentals. By streamlining operations, it eliminates the need for spreadsheets and paper documentation, offering a centralized platform for generating quotes, managing contracts, facilitating e-signatures, handling dispatch, processing payments, invoicing, and managing returns. Users can easily draft quotes, transition them into rental agreements, plan for deliveries and pickups, assign drivers, and enhance route efficiency through integrated calendar and dispatch features. Additionally, Renttix accommodates intricate billing processes, adaptable rate calculations, and connects with accounting software like QuickBooks and Xero for smooth financial management. The Drivers App enhances communication by providing real-time updates on job statuses and optimizing routes for drivers. Furthermore, with features such as barcode scanning, asset tracking, serialized inventory management, and real-time availability checks, potential conflicts are minimized. Renttix also oversees maintenance schedules, preventive servicing, and compliance tracking, which ultimately empowers rental businesses to boost their productivity, lessen downtime, and maintain a firm grip on their operations. This multifaceted approach ensures that rental companies can efficiently scale their services while delivering an exceptional experience to their clients.

Breezing serves as a specialized crypto accounting subledger designed specifically for accountants and finance teams. It integrates transactions from over 40 blockchains and 15 exchanges directly into platforms like Xero, QuickBooks, and Bexio, providing comprehensive support for DeFi activities, invoicing, cost centers, and initial balances. With its SOC 2 Type II certification and Swiss origins, Breezing ensures both security and reliability for its users. This tool is an essential asset for those managing cryptocurrency finances efficiently.

Matia serves as a comprehensive DataOps platform aimed at streamlining contemporary data management by merging essential functions into a cohesive system. By integrating ETL, reverse ETL, data observability, and a data catalog, it removes the reliance on various isolated tools, thereby simplifying the challenges associated with managing disjointed data environments. This platform empowers teams to efficiently and reliably transfer data from diverse sources into data warehouses, utilizing sophisticated ingestion features that include real-time updates and effective error management. Furthermore, it facilitates the return of dependable data to operational tools for practical business applications. Matia prioritizes inherent observability throughout the data pipeline, offering capabilities such as monitoring, anomaly detection, and automated quality assessments to maintain data integrity and reliability, ultimately preventing potential issues from affecting downstream processes. As a result, organizations can achieve a more streamlined workflow and enhanced data utilization across their operations.

Hykmah, an innovative Australian composable business platform, provides a variety of modular software solutions tailored for operations, commerce, and customer engagement. Companies can begin utilizing a single application—such as Operon for field service management, Sellwise for online sales, Stockwise for inventory control, or Eventtime for managing event ticketing—and then expand seamlessly throughout the system without the need for data migration or changing platforms. With offerings that include a free tier for every product and plans starting at $50 per month, Hykmah is suitable for a wide range of businesses, from startups to large enterprises. For organizations with more complex requirements, Hykmah's team specializes in developing custom integrations, portals, and automating workflows to meet specific needs. Notably, over 73 pre-built connectors are available, allowing for integration with popular tools such as Xero, Shopify, Stripe, and Salesforce, enhancing the platform's versatility and appeal. This flexibility and comprehensive integration capability make Hykmah a compelling choice for businesses looking to streamline their operations while maintaining adaptability as they grow.

LaunchControl is an innovative garage management solution tailored for independent workshops looking to transition away from manual logs, disparate systems, and legacy software by adopting a user-friendly platform. It allows for the seamless management of appointments, job cards, vehicle assessments, invoicing, customer interactions, online reservations, and workshop organization all within a single application. This system is specifically crafted to enhance operational efficiency in garages, streamline processes, and elevate the customer experience without the cumbersome nature of conventional enterprise solutions. Designed with the automotive sector in mind, LaunchControl features a sleek, modern interface alongside robust functionalities such as technician workflows, digital vehicle health assessments, customer notifications, integrated payment options, website utilities, and accounting system compatibility. With these tools, garages can optimize their operations while ensuring a high level of service for their clients.

AccessOwl serves as a comprehensive tool for Access Governance and SaaS management, streamlining the process of managing employee access to various SaaS applications throughout their tenure, from onboarding to offboarding. Acting as the primary platform for overseeing SaaS access, it removes the confusion about who is responsible for specific tools and what approvals are necessary, while meticulously logging every application, user access, and the permissions utilized within the organization. By automating the processes of user account creation, access requests, approvals, and audits, along with detecting Shadow IT, AccessOwl enables teams to move away from spreadsheets and establish a reliable source of truth, significantly minimizing the chances of overlooking offboarding tasks. Furthermore, its integration with Slack allows employees to conveniently request access in the environment they already use, and HRIS integrations automate the onboarding and offboarding processes while keeping employee information such as job title, department, and manager up to date. Notably, AccessOwl has the capability to provision and revoke user access across a multitude of SaaS applications without the necessity for SCIM or SAML, ensuring flexibility and ease of use for organizations. This allows for a more efficient management of software access, ultimately enhancing security and compliance efforts.