Xero Integrations

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

PRODUCTIVITY SOFTWARE Rambox is a digital workspace organizer that 🚀 boosts productivity for professionals who use web apps frequently. It centralizes all your apps, making it easy to organize and access frequently used applications in one place. 80K+ users across 5,000 companies of all sizes choose Rambox worldwide to simplify their workspace. Select from our list of 700+ apps which you want to use and organize them into different workspaces. You can have multiple sessions of WhatsApp, Gmail, Slack, etc. and stay signed. Workspaces With over 700 pre-configured apps, you can instantly add them to your workspace, including: - Gmail - Google Apps - WhatsApp - Facebook - iCloud and much more And if your app isn't listed, no problem - you can add any custom app in a few easy steps. Rambox synchronizes app configurations and can disable notifications across all devices in the user dashboard, automatically hibernating inactive apps to free up memory. Plus, users can apply CSS styling and JS code to improve each app's design and performance. Other features include: dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts.

Software for Job Management. You can manage every aspect of your business, from quote to invoice. Track and manage your business and equipment easily. You can access your business and equipment from anywhere, any time, on any device. JGID - Just Get it Done! It has all the features you need to get rid of many add-ons and integrations. Trusted and proven by professionals around the world. Say goodbye to late-night work headaches. Ideal for job management with additional features!

Zoey is a B2B ecommerce and wholesale ordering platform purpose-built for distributors and manufacturers. Buyers get a fully branded self-service portal with account-specific catalogs, customer-level pricing, reorder from history, and invoice management. No phone calls, no emails, no manual processing required on your end. The portal is built and managed with a no-code drag-and-drop editor. No developers or agency partners needed. Your team controls the buyer experience, catalog visibility, pricing rules, and account access without writing a line of code. Inside sales teams and customer service reps handle quotes, approvals, and order entry from a web dashboard without switching tools. When customers call or email, orders are created in seconds on their behalf. Field reps, delivery drivers, and trade show teams write orders from a native mobile app that works without internet and syncs automatically when back online. The app supports barcode scanning, quick order entry, and AI ingestion that converts PDFs and photos into order drafts without manual re-entry. Built-in CRM, order management, quoting, and invoicing replace third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects to any ERP or back-office system without custom development. A full REST API is available for additional integrations. Onboarding is instructor-led. Businesses go live without hiring developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing back-office systems without disrupting current operations.

Our customized solutions have made complex processes in shipping easier, leading to millions of dollars in savings. Many large companies trust us as their trusted partner. Our industry expertise is unmatched. Trucking and car rental companies use TrakIT to manage their assets. These companies can use TrakIT to manage their assets. We offer a reliable and secure solution. We also created the user interface for this industry's front-end. We automate supply chain management down to the most minute details. Warehouse management, inbound and outbound logistics, can be customized for multi-level management control. TrakIT can provide transparency at all stages of retail order fulfillment and real-time updates. TrakIT allows the automation of business processes and workflows, which helps the manufacturing industry improve its operational performance.

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

OnTime 360 is a delivery management software, built to accommodate custom delivery workflows. OnTime comes with more features for a lower price. This includes a customizable customer portal, an all-in-one driver mobile app, a dispatch interface, and a complete management suite. OnTime offers international support for nearly 300 countries and is easily customizable to support couriers, pharmacy delivery, restaurant delivery, grocery delivery, LTL, B2B delivery, and non-emergency medical transportation. Our low monthly subscription rate includes comprehensive technical support and the features that you use most often in your organization. Flexible integrations are possible with the OnTime API, an EDI Extension, and a custom SDK. Integrate directly with QuickBooks, FreshBooks, or XERO with built-in OnTime extensions. OnTime 360's flexibility and power can be best evaluated by creating a free account. Or if you prefer a personal walk-through of the software, book a live demo to see the software for yourself.

Flexible work is on the rise. The ultimate OS for temp work. Offering an end-to-end solution for staffing/recruitment agencies, stadium event management and Businesses employing temp workers. Ubeya has developed a SaaS B2B platform that brings the tech revolution to the world of temporary jobs. Ubeya connects businesses that manage flexible workers, and allows them to manage, outsource, rate and pay their entire workforce. It bridges the gap between staffing firms, businesses and shift workers by automating and optimizing work processes, scheduling, communication, payroll and compliance. With Ubeya’s technology, workers finally feel the belongingness to the company they work for. This boosts their connection to the business and makes them more accountable in every task they tackle. Ubeya platform unifies scattered communication channels, increases workers’ retention, and reduces no show rate, to reshape flexible work experience. Ubeya’s platform helps hundreds of businesses worldwide become more resilient and adaptive to change, resulting in growth, operational excellence and happy workforces. Ever wondered how a huge operation like the O2 Arena stadium manages their work? Ubeya provides everything they need.

BetterCommerce provides the power and flexibility of large-scale enterprises with a moderate budget while offering amazing agility to enable your business to create the perfect commerce solution. Composable commerce is the creation of an ecommerce platform from interchangeable building blocks. Instead of using a single technology, it uses what best suits the needs. You have complete flexibility. You can choose from an all-inclusive platform or separate modules depending on your needs. Performance is improved with site map, shopping feeds and URL redirects. You can also easily customize meta rules. Your entire store can be run on SSL to make sure it is secure and give your customers more confidence. Partner with a provider that is willing to help you grow and choose a bespoke pricing option that suits your business.

Grow is a full-stack, no-code business intelligence (BI), platform that empowers everyone within your organization to make data-driven decision. Any organization can connect to its data and discover insights by combining ETL, data warehouses, and visualization in one platform. Our unlimited-user license model allows everyone to access the answers they seek without having to wait for an analyst. Everyone can now make great decisions in real time to accelerate their growth. Plus: Unlimited Users - More than 100 Integrations - No SQL required (but still available for use) - BI Consultants Support - Simple ETL Dynamic Dashboards

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

A powerful iPaaS platform for integration and business process automation. Linx is a powerful integration platform (iPaaS) that enables organizations to connect all their data sources, systems, and applications. The platform is known for its programming-like flexibility and the resulting ability to handle complex integrations at scale. It is a popular choice for growing businesses looking to embrace a unified integration strategy.

InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.

Traffio, a cloud-based operation software, is available. Traffio combines scheduling, workforce management and fleet management. It also includes messaging, forms reports, invoicing, payroll, and reporting. Traffio was designed to address the complex needs of the labour hire and traffic control industries. It is committed to safety, innovation, and compliance. Traffio integrates seamlessly with top accounting packages, so invoices can be generated from dockets. This eliminates double handling and additional administration costs. Traffio is completely digital and provides employees with an app to fill out forms, timesheets, and dockets directly on-site.

SignWell is a secure electronic signature and document workflow platform trusted by tens of thousands of businesses worldwide. We help teams sign documents online, automate approvals, and reduce paperwork with legally binding eSignatures, SOC 2 Type II compliance, and support for GDPR, HIPAA, and NOM-151 requirements. With an easy-to-use interface, a powerful eSignature API, and best-in-class customer support included on every plan, SignWell makes it simple to sign PDFs, manage agreements, and move business forward—without the enterprise price tag. For developers and technical teams, SignWell's REST API makes it straightforward to embed eSignature workflows directly into your applications, handling document sending, signer authentication, status webhooks, and completed document retrieval without building signing infrastructure from scratch. If you've ever tried to roll your own document signing flow, you know how quickly certificate management, audit trails, and compliance requirements turn a "simple feature" into a months-long project. SignWell handles that layer so your team doesn't have to. On the compliance side, SOC 2 Type II certification means SignWell's security controls have been independently audited — not just self-attested. GDPR, HIPAA, and NOM-151 support make it viable for teams operating across jurisdictions where data-handling requirements are non-negotiable, including healthcare, legal, and finance verticals. For non-developer users, the interface is built to minimize friction: reusable templates, bulk send for high-volume agreements, automated reminders, and in-person signing support cover most real-world document workflows without requiring any configuration overhead.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

Open-source and free eCommerce software and shopping cart. Many features included in the package. Integrations with third-party business services. More than 2,000 themes and add-ons. The commercial platform code has been proven over the years. All functionality has been tested and passed code review. Our platform is fully documented. The documentation is regularly updated. Developer courses and video tutorials are available.

ExpenseHub offers a smart, AI-driven solution for small and mid-sized businesses looking to streamline their expense management processes from start to finish. It automates everything from receipt capture and policy enforcement to approvals, mileage tracking, and financial reporting, making reimbursements faster and more accurate. Employees can conveniently submit expenses via multiple platforms including desktop, mobile apps, and WhatsApp, while managers benefit from AI-generated summaries that speed up approval times. With built-in compliance tools like HMRC-compliant mileage tracking, project budgeting, and customizable approval workflows, ExpenseHub helps finance teams avoid overspending and fraud. Seamless integrations with popular business software like Xero and Microsoft 365 ensure smooth data flow and increased efficiency across teams.

Premium Strategic Business Planning Software for professionals and individuals. Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff. You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.

APIWORX is a 100% managed integration platform connecting eCommerce, ERP, EDI, and B2B systems for businesses that can't afford integration failures or internal engineering overhead. The platform unifies Shopify, NetSuite, Amazon, QuickBooks, WooCommerce, BigCommerce, ShipBob, SPS Commerce, and 60+ others under APIXX — a proprietary data model that normalizes orders, inventory, shipments, invoices, and payments across systems in real time. Unlike self-serve iPaaS tools, APIWORX handles implementation, monitoring, and ongoing maintenance. A built-in rules engine manages compliance, routing logic, and exception escalation automatically. API-first, OpenAPI 3.0, white-label ready, and multi-tenant. Starting at $299/month.

Prestartr is the ultimate field operations platform for civil and mining contractors aiming to digitise processes, control budgets, and boost productivity. Say goodbye to inefficient paper forms, cumbersome spreadsheets, and manual data entry - Prestartr digitises site workflows from start to finish. Easily manage timesheets, dockets, and project tracking in real-time, ensuring accurate payroll, invoicing, and compliance records at your fingertips. Keep budgets in check with instant visibility into cost centres and forecasting tools that proactively prevent overruns. Prestartr also helps maximise your fleet’s productivity, tracking equipment usage, automating maintenance schedules, and minimising costly downtime. Enhance workplace safety and simplify regulatory compliance with built-in digital checklists, inspections, and comprehensive audit trails. With flexible customisation, Prestartr integrates effortlessly into your existing accounting, ERP, and fleet telematics software, becoming the central hub for your daily operations. Trusted by leading contractors across Australia and New Zealand, Prestartr empowers you to deliver projects faster and more profitably.

Blaze HR is an innovative, AI-driven HR software solution tailored for small and medium-sized enterprises in the UK. This platform provides a centralized approach to overseeing various HR functions such as attendance tracking, leave management, document compliance with UKVI standards, onboarding processes, rota scheduling, and task oversight. With a focus on the needs of both HR professionals and employees, Blaze HR includes a robust mobile application that allows for instantaneous access to essential features like attendance monitoring, payslip retrieval, shift planning, and internal messaging. Additionally, it boasts an integrated social platform designed to foster employee engagement through interactions like posts, likes, comments, and automated greetings, promoting a more connected workplace. By merging automation with user-friendliness, Blaze HR empowers organizations to minimize administrative tasks, maintain compliance, elevate the employee experience, and boost overall efficiency. This comprehensive HR ecosystem is specifically crafted to meet the demands of contemporary teams operating across multiple locations, ensuring that both management and staff can thrive in a dynamic work environment.

Wisenet is a division within Adapt IT and the largest provider of cloud-based learning relationship management software. Wisenet is based in Melbourne and serves hundreds of vocational education providers around the world. Wisenet is made up of experts in education, training management, compliance and web application design and information technology infrastructure. They offer unrivalled services for data management, security, hosting, and web app development.

Nexus Service Manager, a cloud-based application, offers the highest quality field service technology. This system collects all information and activities related to your business. It allows for more efficient and accurate reporting and storage by centralizing all business information. Nexus Service Manager can be used by businesses to manage their day-to-day jobs, quoting and invoicing, data capture, storage, and customer and employee databases. Increase efficiency in the business, increase productivity with field technicians, and increase cash flow.

Host your most successful event ever with RegFox. RegFox is easy to use, highly customizable, and unbelievably affordable. At just $0.99 per registrant, you'll save thousands, while offering a seamlessly simple registration experience. RegFox is flexible and feature rich, offering full branding control, event page builder, a check in app, registrant CRM, instant funding, and more. With over 60,000 customers and twelve years of experience, we’ll be your guide to the most successful and profitable events you’ve ever had.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

Dataddo is an enterprise-grade data integration solution engineered to mitigate the operational risks inherent in data movement. Serving as a centralized connectivity backbone, the platform provides a fully managed layer that bridges the gap between any SaaS, database, or file source and your chosen destination—including AI agents. The platform excels by automating the heavy lifting; it proactively manages API updates, schema drift, and the protection of sensitive information. This ensures granular transparency across even the most intricate data flows, whether they reside on-premise, in the cloud, or in hybrid environments. By shifting the perspective of data movement from a "one-off project" to mission-critical infrastructure, Dataddo empowers engineering teams to achieve maximum reliability and redirect their focus toward high-impact AI initiatives rather than tedious pipeline maintenance.

Stora's all-in-one self-storage software is designed to increase your sales, reduce your overheads and save. you. time. With Stora, you can: personalize a ready-to-go website, process online rentals, invoicing & payments, run customer ID checks, issue contracts and integrate your smart entry system. Site management is also a breeze with interactive facility maps, pricing display options, and customer relationship tools - while the reporting dashboard allows you to keep track of everything at a glance.

Lease102 is a specialized lease accounting software tailored to ensure adherence to FRS 102 Section 20, streamlining the accounting workflow through AI-driven data extraction, calculations, journal entries, and disclosure reports. Designed specifically for businesses in the UK and Ireland, this platform employs FRS 102 logic directly, rather than modifying it to fit IFRS 16 standards. By harnessing advanced AI technology, it efficiently extracts crucial information from lease agreements, minimizing the potential for human error associated with manual data entry. The calculation engine incorporates the Bank of England SONIA and ECB €STR rates to calculate suitable discount rates accurately. Additionally, it maintains an extensive seven-year audit trail that records all lease alterations and computations, enhancing transparency and accountability. Among its other valuable features are tools for team collaboration, management of lease modifications, alerts for expiration, support for multiple currencies, and options for integration with ERP systems. Furthermore, Lease102 prioritizes security by implementing AES-256 encryption, utilizing TLS 1.3 protocols, and ensuring data storage within UK/EU regions, thus upholding GDPR compliance and safeguarding sensitive information. This holistic approach not only simplifies the lease accounting process but also reinforces the trust businesses place in their financial reporting.

GymMaster, a cloud-based management software that makes running a club easy, is all-in-one. Automate administrative tasks like billing, scheduling, and debt collection so you can spend more time doing what your heart desires. GymMaster is the only club management software provider that produces and supplies its own 24/7 gym door access hardware specifically for the gym industry. This gives you a more seamless control over who visits your club, and when. The software is comprehensive and includes a complete booking system, point-of-sale, website integration, mobile app for staff members and clients, as well as automatic marketing and retention tools. GymMaster can help you run your gym more efficiently.

Agilico Verify is a cloud-based automated invoice processing solution designed to make accounts payable easy. Verify involves the use of intelligent software to automatically capture, extract, route and post invoices into a finance system. It helps organisations set up approval chains and shift from data entry tasks to automated data capture and posting processes, delivering visibility and control over the entirety of an organisation’s invoice processing activities.

Easy client management! All your information can be managed. All services and interactions can be tracked. This software is designed for the Australian Community, Not for Profit and Health sectors. Xero allows you to automatically invoice members using ChilliDB. You will also receive confirmation of payments as they occur. Integrate with Mailchimp to link your distribution lists from ChilliDB and a MailChimp account. You can save time with Case management tools and Contract management tools that provide dedicated support for national programs. You can send pre-populated online forms to your clients, and their responses will be automatically merged into ChilliDB. With unlimited members, paid or unpaid memberships, and renewal tracking, simplify your membership management. In less than 30 minutes, integrate with your website! Sign up for events and memberships, service directories, newsletter subscriptions, and many other features!

TimeDock encourages your staff to maintain a sustainable time-keeping habit and is designed to be simple. TimeDock is a portable, connected, instantaneous and modular time clocking system that works anywhere, at any time. Our QR Code time-tracking app, and RFID cloud time clock software, connects to your online timesheet platform for a distributed, seamless time and attendance experience. Payroll admins can view timesheets in real-time and access job reports. Staff can select the job or activity codes they are working on.

UnitHub is a software solution tailored for landlords who handle their rental properties independently. If you’re exhausted by using cumbersome spreadsheets or high-priced outdated software, UnitHub offers a comprehensive suite of tools to streamline property management. Highlighted Features: - AI Lease Extraction: Simply upload a PDF lease, and the system will automatically fill in the relevant data. - AI Maintenance Categorization: Maintenance requests are organized without manual input. - Tenant Portal: Enables online rent payments through Stripe for convenience. - E-Signatures: Digital signing of leases simplifies the rental process. - Expense Tracking: Maintain organized financial records to prepare for tax season with ease. Pricing options include a free tier for managing up to 3 properties, with the Core plan available at $19 per month and the Smart plan at $29 per month, which includes advanced AI functionalities. Additionally, UnitHub is designed to adapt to the changing needs of landlords, making it a flexible choice for anyone looking to improve their rental business operations.

CMA is an all-in-one client management platform designed to help tradespeople manage their businesses more efficiently and reduce time spent on administration. The software brings together client management, professional quoting, invoicing, scheduling, messaging, document sharing, and payment collection into one centralized dashboard. CMA is built specifically for trades such as plumbing, electrical work, carpentry, landscaping, roofing, painting, and general contracting. The platform allows users to quickly create branded, itemized quotes, attach photos, and send them directly to clients for approval. Once accepted, quotes can be converted into invoices with online payment options to simplify billing and improve cash flow. CMA also includes appointment scheduling tools that let clients book available slots while helping businesses avoid double-booking and missed appointments. The client portal gives customers a professional self-service experience where they can access documents, quotes, invoices, and communications in one place. Additional features such as client messaging, broadcast emails, task checklists, and media portfolio management help tradespeople stay organized and improve customer communication. CMA integrates with Xero to automate invoice syncing and simplify accounting workflows for business owners and accountants. The software is designed for ease of use, allowing tradespeople to get set up quickly without technical expertise. CMA helps small trade businesses improve organization, present a more professional image, and spend more time focusing on their work instead of paperwork.

Track activities, deals and orders. Segment, manage and email your customers.

It's a worry-free way for you to manage your tenants, properties, collections and operations. You can drive your business with data-driven strategies and powerful analytics. The system gives you real-time data to optimize and manage your performance. You can download the reports you need such as income vs. possible income, late or unpaid rent, projected earnings, and many other reports that will help to manage your business more efficiently. With just a click, you can view real-time reports. Manual reports are gone! To determine the potential revenue from space used, you had to calculate actual income and subtract the discounts in order to get the absolute numbers. Tenants can also download their amenities booking information, reports, and credits from their white-label web app.

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

Insta Quotes is an innovative quoting tool powered by AI, specifically designed for tradespeople and contractors in Australia. Users can describe a job through text, voice notes, or photos, and within 60 seconds, the AI crafts a detailed quote that includes labor, materials, and GST, all aligned with the current market rates in Australia. Each item in the quote can be modified to suit individual needs, allowing adjustments to rates, quantities, and markup before it's sent out for approval. Once finalized, users can export the document as a branded PDF, email it to their client, and even collect a deposit via Stripe as soon as the quote is accepted. Moreover, accepted quotes seamlessly convert into tax invoices, which is particularly beneficial for builders, and the system supports stage invoicing along with integration into Xero for enhanced financial management. The tool also encompasses features for client management, saved templates, tracking quote openings, optional upsells, multi-user access for team collaboration, and booking/calendar functionalities. It caters to over 20 different trades, including electrical work, plumbing, carpentry, tiling, painting, roofing, and concreting. With a subscription starting at just $29 per month, users can take advantage of a 7-day free trial that requires no credit card information. This comprehensive solution streamlines the quoting process, making it easier for tradies to focus on their craft while efficiently managing their business operations.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Divvy's seamless expense management software is combined with business cards, so you don't have to process another expense report. Divvy allows you to leverage faster expense reporting, enforceable spending budgets, and a single platform that provides real-time visibility into all your spend. Are you ready to streamline and gain more control over your spend management? Get Divvy today and empower your team to save time (including your own). Divvy gives their customers a strong credit line that makes it virtually impossible to go over budget. Divvy makes it easy to avoid costly expense resorts and simplifies the AP process - all for no cost.

SINC is your digital toolbox and it gives you an accurate single source of truth. - Tracking staff hours at each shift, job, and cost code level - Staff movements during work - Quickly and accurately running payroll - Reporting on labor costs, production tracking Managing tasks and project punchlists - Job notes and shift notes for effective communication company-wide - Improving job profitability Calculating accurate, transparent overtime hours - Scheduling your workforce to reduce no shows

Manage inventory, suppliers and teams from one retail platform. Lightspeed offers everything you need to scale and succeed, from easy-to-use POS tools and ecommerce to advanced reporting. Streamline operations and accelerate your growth with intuitive features, payment capabilities, and personalized workflows that make your team's life easier. Retail specialists who understand your business will provide you with 24/7 support. Unify all your channels and stores to create seamless experiences for customers at every touchpoint. You can access customizable reports anywhere and anytime to get real-time insights into your team, product, and sales performance. Manage all locations with a unified POS platform and payments system that grows with your business. Get the latest tools, payment technologies and integrations to help you keep up with today's fast moving and competitive retail landscape.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. All your transactions in one place No more going back and forth between different accounts and wallets. Easily sync your data to Koinly and get a complete picture of all your trading activity. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports. Koinly is packed with tools to help you find problems with your transactions. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free and generate tax documents.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.