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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

Global edition 204 listed globally · 490 integrations mapped Updated 7 Oct 2026

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.

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The rest of the shelf

68 tools

Hubdoc

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

Vendor hasn't claimed this listing, so the description is ours.
02

Advise the client

Turning the ledger into something a client will act on.

The rest of the shelf

75 tools

RadiusCore

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.

Vendor hasn't claimed this listing, so the description is ours.
03

Run the practice

Workflow, documents and the firm's own kit.

The rest of the shelf

50 tools

XBert

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

Vendor hasn't claimed this listing, so the description is ours.
04

Win the work

Scoping it, signing it, getting paid for it.

The rest of the shelf

15 tools

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.

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.

Vendor hasn't claimed this listing, so the description is ours.
05

Specialist ground

Narrow domains with their own rules.
What we'd shortlistOur editors' shortlist. Paid placement is labelled.

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.

Common questions

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.

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