Partners · Tech stack
Tech stack
directory
Every tool accounting and bookkeeping firms run, described by The Firm and priced in your currency.
Listing is free. Paid placement is labelled wherever it appears. How placement works
2 of 10 firms
Share the tools your firm runs. At ten firms we publish the lists of what accounting firms actually run: counts only, never names.
Run the ledger
The books, the bills and the returns.Dext
AP & expense
AI bookkeeping automation software
Xero · Karbon · BrightManager
Wolters Kluwer
Tax & compliance
Tax compliance solutions for professionals.
Canopy
XBert
Practice managementXero App Awards 2026 winner
AI Work Intelligence for Bookkeepers and Accountants
Vendor states availability in AU · NZ · GBXero · QuickBooks Online · MYOB +2
The rest of the shelf
68 toolsHubdoc
AP & expenseEditor's pick
Document & Data Capture Software
Lacerte
Tax & complianceEditor's pick
Professional tax software for complex returns
Thomson Reuters
Tax & complianceEditor's pick
Tax, audit and accounting software and research solutions
Abby
Tax & complianceSponsor
Compliance automation and workpapers for busy accountants.
A2X
Bookkeeping automationXero App Awards 2026 winner
Summarises ecommerce payouts into entries that reconcile in Xero, QuickBooks Online or NetSuite.
Ignition
Proposals & engagementXero App Awards 2026 winner
Proposals and engagement letters clients sign online, with invoicing and payment collection set up from the signed agreement.
Synder
Bookkeeping automationXero App Awards 2026 finalist
Automated multi-channel bookkeeping
SimpleAI Books
Bookkeeping automationXero App Awards 2026 finalist
AI agent that automates bookkeeping tasks.
Rechargly
Payments & billingXero App Awards 2026 finalist
Turns the software bills a firm pays on behalf of clients into recurring disbursement invoices, with partner discounts, splits and margins handled.
Admiin
Signing & verificationSponsor
AI Workflow Software for Tax and Compliance Firms
SyncTools App
Bookkeeping automation
Ecommerce accounting automation for multiple platforms
Asset.Guru
Tax & compliance
Fixed asset management software
Bitwave
Crypto & digital assets
Enterprise crypto accounting and payments platform
Statey
Payments & billing
A plugin for Xero that improves customer statements.
bookkeep.com
Bookkeeping automation
Automated accounting for eCommerce and retail.
Buildern
Payments & billing
Construction management software for builders
Circlr
Tax & compliance
Automated fixed asset management platform
PaperLess
AP & expense
AP automation platform for Xero
Amaka
Bookkeeping automation
Automates data entry and reconciliation for accounting.
Anrok
Tax & compliance
Global sales tax and VAT solution for modern commerce.
EasyInterest
Payments & billing
Automates interest calculations on overdue payments.
Gennai.io
AP & expense
AI Invoice Capture from Gmail & Outlook
ilglu
Bookkeeping automation
Integration for Lightspeed K Series and Xero
Tanda
Payroll
Rostering, timesheets and pay runs for hourly teams, with award interpretation applied between the clock-in and the payslip.
TaxCalc
Tax & compliance
Tax and accounts practice management software for UK accounting firms
ASSIST
AP & expense
Document management and e-invoicing solution
Employment Hero Payroll
Payroll
Cloud payroll with award interpretation built in. Formerly KeyPay, and still the engine a lot of payroll bureaus run on.
Link My Books
Bookkeeping automation
Automated bookkeeping for ecommerce businesses
See My Bills
Payments & billing
Self-service customer billing portal for Xero & QuickBooks
Silverfin
Tax & compliance
Automated compliance reporting and collaboration tools.
Sterling
AI assistants
Finance operations intelligence that automates repetitive tasks.
Anchor
Proposals & engagement
Turns a signed client agreement into the billing that follows it: invoicing, collection and reconciliation without re-keying the scope.
AssetAccountant
Tax & compliance
Fixed asset depreciation and lease accounting software.
Datamolino
AP & expense
Data extraction software for accounting
foundU
Payroll
Onboarding, rostering, time tracking and payroll in one platform, built for Australian workforces.
Lucida
Tax & compliance
Electronic invoicing solution for businesses
Uncat
Bookkeeping automation
A tool for resolving uncategorized transactions.
CaseWare
Tax & compliance
AI-powered platform for audit and financial reporting.
Expense OnDemand
AP & expense
Expense management software that integrates with Xero.
OnboardMe
Proposals & engagement
OnboardMe modernises client onboarding for professional services firms
Open Payout
Bookkeeping automation
Automatic accounting for eCommerce stores
Pinch Payments
Payments & billing
Automated payment solutions for businesses.
Roubler
Payroll
Workforce management and payroll for shift-based teams, from onboarding and rosters to the pay run.
Xelation
Bookkeeping automation
WooCommerce and Xero integration
Astute Payroll
Payroll
Payroll built around contractors and labour hire, where timesheets, invoicing and on-hire compliance all have to reconcile.
FoodRazor
AP & expense
Invoice management and cost tracking for restaurants.
SaasAnt Transactions
Data & integrations
Automates bulk import, export, and deletion of transactions.
Tallybreeze
Bookkeeping automation
Accounting automation for Airbnb and vacation rentals
Wbsync
Bookkeeping automation
Automates eCommerce accounting and data entry.
Envy Analytics
Bookkeeping automation
Accounting automation for Xero users
KTLO
AP & expense
Automated expense capture for businesses
The Percentage App
Bookkeeping automation
Automates accounting data transfer from Cloudbeds to Xero.
PayTraQer
Bookkeeping automation
Automates e-commerce accounting for QuickBooks and Xero.
Receiptor AI
AP & expense
Automated receipt and invoice management.
Envoice
AP & expense
Automated bookkeeping for bills and expenses.
TaxCycle
Tax & compliance
Professional tax software for accountants and bookkeepers.
Deputy
Payroll
Rostering and timekeeping that runs the pay run at the end of it: timesheets to payslips and STP without leaving the system.
Karbon
Practice management
Practice Management Software for Accounting Firms
CarryTheOne
Bookkeeping automation
Automated accounting for online retailers
ProSeries
Tax & compliance
FISCUS AI
Ledger & accounting
A financial operating system for Turkish SMEs that brings together pre-accounting, e-invoice and e-archive records, receivables, collections, bank reconciliation and cash-flow planning; AI-assisted transaction matching provides suggestions for human review.
InvoiceSnap
Payments & billing
InvoiceSnap (invoicesnap.ca): create professional invoices in seconds. Free = 1 watermarked invoice preview; Pro $4.99; Business $9.99.
Numerawise solutions LLC
Payroll
Numerawise Solutions provides professional bookkeeping, payroll, accounting, and QuickBooks conversion services for businesses across the United States. Based in Atlanta, Georgia, we specialize in accounting data migration, outsourced bookkeeping, and cloud accounting solutions.
Arkrel
Bookkeeping automation
Arkrel helps US self-employed people turn statements into tax-ready reports. Free includes one statement through upload, merchant-by-merchant review and My year. Catch-Up is $499 per tax year.
TaxOrch
Tax & compliance
Advise the client
Turning the ledger into something a client will act on.The rest of the shelf
75 toolsRadiusCore
Data & integrationsSponsor
Excel + Xero Integration Tools for Accountants
Mayday
Consolidation & closeXero App Awards 2026 winner
Month-end close software that automates balance sheet reconciliations.
G-Accon for XERO
Data & integrationsXero App Awards 2026 finalist
Sync Xero with Google Sheets
Draftworx
Reporting & dashboardsXero App Awards 2026 finalist
Automated financial statements and audit working papers.
joiin
Reporting & dashboardsXero App Awards 2026 finalist
Xero consolidated reporting add-on
budgee
Forecasting & planning
Become the cash-flow rockstart your clients need.
dataSights
Consolidation & close
Management reporting and consolidation software
Budget Consolidator
Consolidation & close
Consolidate Xero tracking budgets in less than 5 minutes.
Calxa
Forecasting & planning
Financial reporting software for businesses and not-for-profits
CData Connector
Data & integrations
Data integration for Xero
Double
Consolidation & close
Month-end close management software
gini
Reporting & dashboards
Automates financial due diligence and reporting.
Kudwa
Forecasting & planning
AI-powered finance management for multi-entity reporting.
MMC-Convert
Data & integrations
Data migration service for accounting software
Nume
Forecasting & planning
AI CFO for proactive financial management
Reach Reporting
Reporting & dashboards
Automated financial reporting and planning software
The Gap
Marketing & client growth
An advisory system for accounting firms: structured planning and performance conversations, plus the content library to bring clients into them.
Business Importer
Data & integrations
Automates data import for accounting software
Castaway Cloud
Forecasting & planning
Business forecasting and modelling cloud app
CoreClose
Consolidation & close
Multi-entity close, in one place.
Flex Financial Reporting
Data & integrations
Excel integration for Xero financial reporting
Greenly
Reporting & dashboards
Automated carbon assessment and reporting.
LogicGlue
AI assistants
AI for Xero and XPM
Syft
Reporting & dashboards
Financial reporting platform
VERIFYiQ
Consolidation & close
Automated quality control for bookkeeping.
Acterys
Reporting & dashboards
Reporting and planning for Xero and other data sources.
Cash Flow Frog
Forecasting & planning
Cash flow forecasting and planning software
Modano
Forecasting & planning
Financial modeling for clarity and control
Numeric
Consolidation & close
AI close automation platform
Scott's Add-ins
Data & integrations
Excel based reporting for Xero & QuickBooks
Spotlight Reporting
Reporting & dashboards
Reporting and forecasting platform for accountants and businesses.
XO Report
Data & integrations
Excel integration for Xero data
PostTrans for XL
Data & integrations
Excel-based import and export tool for Xero
ProfitKeeper
Reporting & dashboards
Franchise analytics platform that delivers actionable insights.
Pry
Forecasting & planning
Financial planning for startups and SMBs
RecHound
Consolidation & close
Balance sheet reconciliations made efficient
Tugger
Data & integrations
Data warehouse for AI & Power BI
XLReporting
Forecasting & planning
Planning and reporting platform
Fathom
Reporting & dashboards
Reporting, forecasting, analysis, consolidation and benchmarking software.
FINNEX AI Assistant
AI assistants
AI-powered accounting assistant
Jirav
Forecasting & planning
Budgeting and forecasting software for accounting firms and businesses.
Magnetism Solutions: Power Platform Connector
Data & integrations
Connect Xero with any business system using Power Automate
Pikohana Dashboard
Reporting & dashboards
A reporting dashboard that provides daily financial insights.
XPNA
Forecasting & planning
Excel-connected financial planning and analysis
Clockwork AI
Forecasting & planning
AI FP&A Software for QuickBooks & Xero
Connectorly for PowerBI
Data & integrations
Integrates Xero with Power BI for financial reporting.
FloQast
Consolidation & close
AI-powered Accounting Transformation Platform
Francis
Forecasting & planning
Financial planning and analysis software
Jivrus Looker Studio Connector
Data & integrations
Data Studio Connectors for data integration
neo.eco
Reporting & dashboards
AI-powered carbon accounting software
MODLR - The Corporate Performance Cloud
Forecasting & planning
Business modelling and collaborative planning software
OdataLink
Data & integrations
Connect MYOB and Xero with Power BI and Excel
Planir
Forecasting & planning
FP&A platform for mid-market finance teams
SaasAnt Transactions
Data & integrations
Automates bulk import, export, and deletion of transactions.
Translucent #Multi-Entity
Consolidation & close
Multi-entity accounting solution
BI4Cloud
Reporting & dashboards
Business Intelligence for Xero, QuickBooks, MYOB, SAP
Flow
Data & integrations
Xero data in Excel, synced automatically.
LivePlan
Forecasting & planning
Budgeting and forecasting tool for small businesses
Runway Financial, Inc.
Forecasting & planning
A modern tool for financial modeling and forecasting.
SyncHub
Data & integrations
Connects cloud software to reporting tools and AI platforms
Dashboard Insights
Reporting & dashboards
Data and AI solutions for accounting and bookkeeping firms.
EXL Cloud by XLC
Data & integrations
Excel add-in that connects Microsoft Excel to Xero
Float Cashflow Forecasting
Forecasting & planning
Cash flow forecasting software for Xero
Redware Power BI Connector
Data & integrations
Connects Xero to Power BI for reporting and business intelligence.
Spread
Consolidation & close
Automates accruals, prepayments and deferred revenue in Xero
Aleph
Forecasting & planning
AI-native FP&A platform for finance teams.
Causal
Forecasting & planning
Causal is a financial modeling tool that integrates with Xero.
EMAsphere
Reporting & dashboards
Data reporting tool for CFOs
Label Connector
Data & integrations
Label Connector for Xero
Easy Month End
Consolidation & close
Workflow management and reconciliation tool for finance teams
Clarity HQ
Reporting & dashboards
Business advisory platform for accounting firms
Brixx
Forecasting & planning
Powerful, intuitive business modelling software. Simulate the long-term future of your business. Visualise the impact of today's decisions on tomorrow.
Quick Consols
Consolidation & close
Consolidate any combination of companies, Xero tracking categories or Xero tracking options with a slice and dice approach to reporting. Quick Consols handles multiple currencies, year ends and chart of accounts across your group. And prepare statutory accounts at year end on our FS module.
Konsolidator - Financial Consolidation & Reporting
Consolidation & close
Get a consolidation tool that connects with your ERP systems and complete consolidation and reporting in 15 minutes.
XportMyData
Data & integrations
Take control of your data. XportMyData is the simple, automated backup solution for your Xero data.
Run the practice
Workflow, documents and the firm's own kit.Dext
AP & expense
AI bookkeeping automation software
Xero · Karbon · BrightManager
FYI
Document management
Document management and practice automation for accounting firms, synced with Xero Practice Manager.
Vendor states availability in AU · NZ · GBXero Practice Manager · Microsoft 365 · Xero Tax +4
Xero Practice Manager
Practice management
Manage jobs, time and billing in one platform.
Xero · Karbon · FYI +1
The rest of the shelf
50 toolsXBert
Practice managementXero App Awards 2026 winnerEditor's pick
AI Work Intelligence for Bookkeepers and Accountants
Hubdoc
AP & expenseEditor's pick
Document & Data Capture Software
AccountKit
Practice managementSponsor
Compliance tools and workflow management for accountants.
Content Snare
Proposals & engagementXero App Awards 2026 winner
The easy way to get information from clients
SuiteFiles
Document managementXero App Awards 2026 winner
Document management solution for professional service firms
Vinyl
AI assistantsXero App Awards 2026 finalist
Vinyl is your AI notetaker and meeting assistant for accountants and bookkeepers. It records, transcribes, and files meeting notes, syncing your client records from XPM, saving time, boosting accuracy, and keeping every client conversation tracked and searchable. Trusted by 220+ firms.
SimpleAI Books
Bookkeeping automationXero App Awards 2026 finalist
AI agent that automates bookkeeping tasks.
CollectCue
Document management
CollectCue is a lightweight client document request workflow for small bookkeeping firms to send client-period requests, track missing items, remind clients, and review uploads.
Controlc
Security, backup & IT
Backup & Recovery for Xero, QuickBooks, XPM, and Cin7 Omni
Double
Consolidation & close
Month-end close management software
Kudwa
Forecasting & planning
AI-powered finance management for multi-entity reporting.
Nume
Forecasting & planning
AI CFO for proactive financial management
TaxDome
Practice management
Practice management software for accounting and tax firms
LogicGlue
AI assistants
AI for Xero and XPM
Medial
AI assistants
AI-powered accounting assistant
NumerintBackup
Security, backup & IT
Backup Xero files and data.
SmartVault
Document management
Document management software built for accountants
Sterling
AI assistants
Finance operations intelligence that automates repetitive tasks.
Aero
Document management
Workflow automation for accounting firms
Datamolino
AP & expense
Data extraction software for accounting
FINNEX AI Assistant
AI assistants
AI-powered accounting assistant
Link
Practice management
Practice management software for Xero users
Capium
Practice management
Integrated accountancy software for accountants
Clockwork AI
Forecasting & planning
AI FP&A Software for QuickBooks & Xero
Client Hub
Practice management
Practice management and client collaboration platform
Senta
Practice management
Cloud-based practice management software for accountants and bookkeepers.
PlanRight
Practice management
A planning tool that extends Xero Practice Manager.
Receiptor AI
AP & expense
Automated receipt and invoice management.
Aleph
Forecasting & planning
AI-native FP&A platform for finance teams.
Kloud Connect
Practice management
Practice management for multi-disciplinary accounting firms
AppVentory
Practice management
Advisory agent for software and AI spend
Karbon
Practice management
Practice Management Software for Accounting Firms
WorkXFlow Planner
Practice management
A tool designed to plan out jobs and tasks.
Canopy
Practice management
Practice management software for accounting firms
Jetpack Workflow
Practice management
Workflow software built for accountants and bookkeepers.
Mango Practice Management
Practice management
Practice management software for accounting firms
BrightManager
Practice management
Practice management software for accountants
Financial Cents
Practice management
Accounting practice management software
IRIS Elements
Practice management
Cloud accounting software for accountants and bookkeepers
Practice Protect
Security, backup & IT
Cyber security platform for accountants
Engager
Practice management
Practice management software for accountants and bookkeepers
GreatSoft
Practice management
CRM software for accountants
Pixie
Practice management
Practice management software for accounting firms
BoxkiteBackup
Security, backup & IT
Xero data backup as a one off ZIP file download, or continuous sync to Dropbox, Google Drive or OneDrive. Includes all files/attachments. Free plan available. Backing up Xero since 2015.
Precision AI OS
Practice management
Precision AI OS builds AI data pipelines and agents for service firms of about 20 to 500 people, including accounting firms. It does not replace bookkeeping or tax software.
Glide
Practice management
Firm360
Practice management
Win the work
Scoping it, signing it, getting paid for it.The rest of the shelf
15 toolsIgnition
Proposals & engagementXero App Awards 2026 winner
Proposals and engagement letters clients sign online, with invoicing and payment collection set up from the signed agreement.
Content Snare
Proposals & engagementXero App Awards 2026 winner
The easy way to get information from clients
Admiin
Signing & verificationSponsor
AI Workflow Software for Tax and Compliance Firms
The Gap
Marketing & client growth
An advisory system for accounting firms: structured planning and performance conversations, plus the content library to bring clients into them.
BOMA
Marketing & client growth
AI-powered marketing platform for accountants
GoProposal
Proposals & engagement
Menu-based pricing and proposals for accounting firms, with a maintained engagement letter library behind them.
Qwilr
Proposals & engagement
Interactive proposals and quotes that take a signature and a payment in the same document, with engagement tracking behind them.
SignWell
Signing & verification
eSignature software for document signing
Anchor
Proposals & engagement
Turns a signed client agreement into the billing that follows it: invoicing, collection and reconciliation without re-keying the scope.
IdentityCheck
Signing & verification
Automated ID verification for accountants
OnboardMe
Proposals & engagement
OnboardMe modernises client onboarding for professional services firms
Karbon
Practice management
Practice Management Software for Accounting Firms
PracticeWeb
Marketing & client growth
Websites, content and marketing built only for accountancy firms, wired into the practice management systems firms already run.
Specialist ground
Narrow domains with their own rules.The rest of the shelf
8 toolsBitwave
Crypto & digital assets
Enterprise crypto accounting and payments platform
TRES Finance Web3 Accounting
Crypto & digital assets
Web3 accounting and treasury management.
AEM Journaler
Crypto & digital assets
Crypto accounting software for financial reporting.
Headquarters
Crypto & digital assets
An on-chain business account for batch token payments, crypto-to-fiat payouts, reconciliation and treasury reporting.
Breezing
Crypto & digital assets
Crypto accounting software for accountants
Cryptoworth
Crypto & digital assets
Enterprise-grade digital asset accounting and ERP integration.
Connectworks
Corporate & legal
Beyond the catalogue
- From firms What accounting firms actually run 2 firms have shared a stack so far. Lists open at ten.
- By stage The accounting firm tech stack, by stage What it looks like and what hurts at each stage: Australia, United Kingdom, United States.
- What changed Prices, integrations and descriptions, dated 432 listing changes in the last 90 days, each with who made it.
Around your practice system
The stack that connects to it
Can't find your app?
The directory was seeded from the tools firms told us they run, so plenty of good products aren't in it yet. Listing is free. Paid placement is labelled wherever it appears.
Frequently asked questions
How does a tool get listed in The Firm’s directory?
We list the software accounting and bookkeeping firms actually run, worldwide, whether or not the vendor pays us. Unclaimed listings carry the essentials: what the tool is, what it plugs into and where to find it. Claiming a listing is free, and lets the vendor write the description, features, pricing and screenshots themselves.
Are paid listings marked?
Yes. Claimed and verified listings are labelled as such, paid placement is labelled wherever it appears, and every outbound link to a vendor carries a sponsored attribute. A plan can move a listing up inside its own category; the plans are described on the partner plans page.
What’s the difference between the two shelves?
Tools for your practice are what an accounting or bookkeeping firm runs itself, such as practice management, workpapers, document systems and professional tax software. Tools for your clients are what a firm puts its business clients on and supports them through, mostly ledgers, receipt capture and payments. A few, like Dext and Hubdoc, sit on both.
Does The Firm recommend one tool over another?
Only where we say so. The editorial picks at the top of each shelf are labelled as ours. Everything below them is ordered by paid plan, then by whether a listing is claimed and verified, then by how complete it is, within the tool’s own category, and labelled where money is involved. The listing itself tells you what a tool does, what it integrates with, how it charges and where it is available, so you can shortlist against your own stack. Where we have covered a tool editorially, that coverage is linked from its listing.
My product isn’t listed. How do I get it added?
Submit it at thefirm.media/partners/submit. Listing is free, and paid placement is labelled wherever it appears. We check a product is genuinely used by accounting or bookkeeping firms before listing it.
I run this product. How do I claim the listing?
Open your tool’s listing and use the claim link on it. Claiming is free. We verify you work for the vendor, using your work email address, before handing over the profile.










