Tech Stack Directory
Every tool accounting and bookkeeping firms run, described by The Firm, priced in your currency and never ranked by who pays.
- 193
- tools listed
- 440
- integrations mapped
- 1
- firm has shared its stack
Add your firm's stack and help build the list of what firms actually run.
Beyond the catalogue
- From firms What accounting firms actually run One firm has shared a stack so far. Lists open at ten.
- By stage The small-firm stack, by revenue stage What it looks like and what hurts at each stage: Australia, United Kingdom, United States.
- Category guides How a practice uses and charges for it
- AI assistants
- Practice management
- Ledger & accounting
- Bookkeeping automation
- Tax & compliance
- AP & expense
- Payments & billing
- Payroll
- Reporting & dashboards
- Forecasting & planning
- Consolidation & close
- Data & integrations
- Document management
- Security, backup & IT
- Proposals & engagement
- Signing & verification
- Marketing & client growth
- Crypto & digital assets
- Corporate & legal
- What changed Prices, integrations and descriptions, dated 219 listing changes in the last 90 days, each with who made it.
Bookkeeping automation 19 tools
Feeds that post the transactions so nobody keys them.
-
A2X
Bookkeeping automation
Automates ecommerce accounting for Xero users.
Works withAmazonShopifyEBay+3
Unclaimed listing
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The Percentage App
Bookkeeping automation
Automates accounting data transfer from Cloudbeds to Xero.
Works withCloudbeds PMSXero
Unclaimed listing
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ilglu
Bookkeeping automation
Integration for Lightspeed K Series and Xero
Works withLightspeed K SeriesXero
Unclaimed listing
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SyncTools App
Bookkeeping automation
Ecommerce accounting automation for multiple platforms
Works withXeroQuickBooks OnlineShopify+2
Unclaimed listing
-
SaasAnt Transactions
Data & integrations
Automates bulk import, export, and deletion of transactions.
Works withXero
Unclaimed listing
-
Synder
Bookkeeping automation
Automated multi-channel bookkeeping
Works withStripePayPalShopify+1
Unclaimed listing
-
Uncat
Bookkeeping automation
A tool for resolving uncategorized transactions.
Works withQuickBooks OnlineXeroKarbon
Unclaimed listing
-
Link My Books
Bookkeeping automation
Automated bookkeeping for ecommerce businesses
Works withAmazoneBayShopify+5
Unclaimed listing
-
Sterling
AI assistants
Finance operations intelligence that automates repetitive tasks.
Works withXeroHubSpotBambooHR+1
Unclaimed listing
-
Amaka
Bookkeeping automation
Automates data entry and reconciliation for accounting.
Works withShopifyWooCommerceSquarespace+1
Unclaimed listing
-
SimpleAI Books
Bookkeeping automation
AI agent that automates bookkeeping tasks.
Works withXero
Unclaimed listing
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bookkeep.com
Bookkeeping automation
Automated accounting for eCommerce and retail.
Works withShopifyAmazonPayPal+1
Unclaimed listing
-
Envy Analytics
Bookkeeping automation
Accounting automation for Xero users
Works withXero
Unclaimed listing
-
PayTraQer
Bookkeeping automation
Automates e-commerce accounting for QuickBooks and Xero.
Works withAmazon
Unclaimed listing
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Wbsync
Bookkeeping automation
Automates eCommerce accounting and data entry.
Works withShopifyWooCommerceXero+1
Unclaimed listing
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Open Payout
Bookkeeping automation
Automatic accounting for eCommerce stores
Works withXeroFreshBooksQuickBooks Online
Unclaimed listing
-
Tallybreeze
Bookkeeping automation
Accounting automation for Airbnb and vacation rentals
Works withQuickBooks OnlineXeroGuesty
Unclaimed listing
-
Xelation
Bookkeeping automation
WooCommerce and Xero integration
Works withWooCommerceXero
Unclaimed listing
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CarryTheOne
Bookkeeping automation
Automated accounting for online retailers
Unclaimed listing
AP & expense 12 tools
Bills and receipts in, coded, without the shoebox.
-
Dext
AP & expense
Editor's pick
AI bookkeeping automation software
Works withXeroKarbonBrightManager
Unclaimed listing
-

Hubdoc
AP & expense
Editor's pick
Document & Data Capture Software
Works withXeroQuickBooks Online
Unclaimed listing
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Gennai.io
AP & expense
AI Invoice Capture from Gmail & Outlook
Works withXeroQuickBooks OnlineHolded
Unclaimed listing
-

Datamolino
AP & expense
Data extraction software for accounting
Works withXeroQuickBooks OnlineFreeAgent
Unclaimed listing
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KTLO
AP & expense
Automated expense capture for businesses
Works withXero
Unclaimed listing
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Uncat
Bookkeeping automation
A tool for resolving uncategorized transactions.
Works withQuickBooks OnlineXeroKarbon
Unclaimed listing
-
ASSIST
AP & expense
Document management and e-invoicing solution
Works withXeroQuickBooks Online
Unclaimed listing
-

Expense OnDemand
AP & expense
Expense management software that integrates with Xero.
Works withXero
Unclaimed listing
-
Receiptor AI
AP & expense
Automated receipt and invoice management.
Works withXeroQuickBooks OnlineGoogle Workspace+1
Unclaimed listing
-
FoodRazor
AP & expense
Invoice management and cost tracking for restaurants.
Works withXeroQuickBooks Online
Unclaimed listing
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Envoice
AP & expense
Automated bookkeeping for bills and expenses.
Works withXeroMicrosoft Business CentralNetSuite
Unclaimed listing
-
PaperLess
AP & expense
AP automation platform for Xero
Works withXeroBrightManager
Unclaimed listing
Payments & billing 8 tools
Invoicing, collections and getting paid without chasing.
-

Ignition
Proposals & engagement
Automate your agreements, billing, and payments effortlessly.
Works withXeroQuickBooksSlack+6
Australia onlyUnclaimed listing
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Buildern
Payments & billing
Construction management software for builders
Works withXeroQuickBooks Online
Unclaimed listing
-
Statey
Payments & billing
A plugin for Xero that improves customer statements.
Works withXero
Unclaimed listing
-

Anchor
Proposals & engagement
Turns a signed client agreement into the billing that follows it — invoicing, collection and reconciliation without re-keying the scope.
Works withKarbon
Unclaimed listing
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EasyInterest
Payments & billing
Automates interest calculations on overdue payments.
Works withXeroSage
Unclaimed listing
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Rechargly
Payments & billing
Automate your software disbursements and boost cash flow effortlessly.
Works withXero
Australia onlyUnclaimed listing
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See My Bills
Payments & billing
Self-service customer billing portal for Xero & QuickBooks
Works withXeroQuickBooks Online
Unclaimed listing
-
Karbon
Practice management
Practice Management Software for Accounting Firms
Works withXero
Unclaimed listing
Tax & compliance 14 tools
Preparation, lodgement and the compliance trail — fixed assets included.
-

Wolters Kluwer
Tax & compliance
Editor's pick
Tax compliance solutions for professionals.
Works withCanopy
Unclaimed listing
-
Lacerte
Tax & compliance
Editor's pick
Professional tax software for complex returns
Works withTaxDomeFinancial CentsCanopy+1
United States onlyUnclaimed listing
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Thomson Reuters
Tax & compliance
Editor's pick
Tax, audit and accounting software and research solutions
Unclaimed listing
-
Asset.Guru
Tax & compliance
Fixed asset management software
Works withXero
Unclaimed listing
-
Circlr
Tax & compliance
Automated fixed asset management platform
Works withXero
Unclaimed listing
-
Silverfin
Tax & compliance
Automated compliance reporting and collaboration tools.
Works withXeroKarbon
Unclaimed listing
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Anrok
Tax & compliance
Global sales tax and VAT solution for modern commerce.
Works withXeroShopifyNetSuite
Unclaimed listing
-
AssetAccountant
Tax & compliance
Fixed asset depreciation and lease accounting software.
Works withXeroQuickBooks OnlineSage+1
Australia onlyUnclaimed listing
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Bitwave
Crypto & digital assets
Enterprise crypto accounting and payments platform
Works withXeroFireblocksCoinbase
Unclaimed listing
-
Lucida
Tax & compliance
Electronic invoicing solution for businesses
Works withXeroQuickBooks Online
Unclaimed listing
-
CaseWare
Tax & compliance
AI-powered platform for audit and financial reporting.
Works withTaxCycle
Unclaimed listing
-
TaxCalc
Tax & compliance
Tax and accounts practice management software for UK accounting firms
Works withXeroQuickBooks OnlineFreeAgent+3
United Kingdom onlyUnclaimed listing
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TaxCycle
Tax & compliance
Professional tax software for accountants and bookkeepers.
Works withXeroDocuSignMicrosoft 365
Canada onlyUnclaimed listing
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ProSeries
Tax & compliance
Works withTaxDomeFinancial CentsCanopy
United States onlyUnclaimed listing
Payroll 6 tools
Pay runs, STP and the obligations attached to them.
-

Employment Hero Payroll
Payroll
Cloud payroll with award interpretation built in. Formerly KeyPay, and still the engine a lot of payroll bureaus run on.
Works withXero
Australia · New Zealand · United Kingdom · Canada · Singapore onlyUnclaimed listing
-

Tanda
Payroll
Rostering, timesheets and pay runs for hourly teams — the award interpretation happens between the clock-in and the payslip.
Works withXero
Australia onlyUnclaimed listing
-

Astute Payroll
Payroll
Payroll built around contractors and labour hire, where timesheets, invoicing and on-hire compliance all have to reconcile.
Works withXeroMYOBBullhorn+1
Australia · United Kingdom · New Zealand onlyUnclaimed listing
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foundU
Payroll
Onboarding, rostering, time tracking and payroll in one platform, built for Australian workforces.
Works withXero
Australia onlyUnclaimed listing
-

Deputy
Payroll
Rostering and timekeeping that runs the pay run at the end of it — timesheets to payslips and STP without leaving the system.
Australia · United States · United Kingdom onlyUnclaimed listing
-

Roubler
Payroll
Workforce management and payroll for shift-based teams — onboarding, rosters, leave and the pay run in one system.
Australia onlyUnclaimed listing
Reporting & dashboards 19 tools
What the numbers look like once a client can read them.
-
Acterys
Reporting & dashboards
Reporting and planning for Xero and other data sources.
Works withPower BIMicrosoft 365
Unclaimed listing
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Syft
Reporting & dashboards
Financial reporting platform
Works withXeroSquareShopify+2
Unclaimed listing
-

Dashboard Insights
Reporting & dashboards
Data and AI solutions for accounting and bookkeeping firms.
Works withXeroXero Practice ManagerFYI
Unclaimed listing
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dataSights
Reporting & dashboards
Management reporting and consolidation software
Works withXeroPower BIMicrosoft 365+1
Unclaimed listing
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gini
Reporting & dashboards
Automates financial due diligence and reporting.
Works withXero
Unclaimed listing
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LogicGlue
AI assistants
AI for Xero and XPM
Works withXeroXero Practice Manager
Unclaimed listing
-
Pikohana Dashboard
Reporting & dashboards
A reporting dashboard that provides daily financial insights.
Works withXero
Unclaimed listing
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Fathom
Reporting & dashboards
Reporting, forecasting, analysis, consolidation and benchmarking software.
Works withQuickBooks OnlineMYOBMicrosoft 365+1
Unclaimed listing
-
Greenly
Reporting & dashboards
Automated carbon assessment and reporting.
Works withXero
Unclaimed listing
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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.
Works withXero Practice ManagerGoogle MeetMicrosoft Teams+2
Unclaimed listing
-
neo.eco
Reporting & dashboards
AI-powered carbon accounting software
Works withXeroSageQuickBooks Online+6
Unclaimed listing
-
ProfitKeeper
Reporting & dashboards
Franchise analytics platform that delivers actionable insights.
Works withQuickBooks Online
Unclaimed listing
-
BI4Cloud
Reporting & dashboards
Business Intelligence for Xero, QuickBooks, MYOB, SAP
Works withXeroQuickBooks OnlineMYOB
Unclaimed listing
-
Spotlight Reporting
Reporting & dashboards
Reporting and forecasting platform for accountants and businesses.
Works withXeroKarbon
Unclaimed listing
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EMAsphere
Reporting & dashboards
Data reporting tool for CFOs
Works withXero
Unclaimed listing
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joiin
Reporting & dashboards
Xero consolidated reporting add-on
Works withMicrosoft 365Zapier
Unclaimed listing
-
Reach Reporting
Reporting & dashboards
Automated financial reporting and planning software
Works withXeroQuickBooks OnlineMYOB+1
Unclaimed listing
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Clarity HQ
Reporting & dashboards
Business advisory platform for accounting firms
Unclaimed listing
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Draftworx
Reporting & dashboards
Automated financial statements and audit working papers.
Works withSageXeroQuickBooks Online+2
South Africa onlyUnclaimed listing
Forecasting & planning 21 tools
Cash, budgets and the three-way — what happens next.
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Francis
Forecasting & planning
Financial planning and analysis software
Works withXero
Unclaimed listing
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Jirav
Forecasting & planning
Budgeting and forecasting software for accounting firms and businesses.
Works withXero
Australia · Canada · United States onlyUnclaimed listing
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Cash Flow Frog
Forecasting & planning
Cash flow forecasting and planning software
Works withQuickBooks OnlineXeroSage+4
Unclaimed listing
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Pry
Forecasting & planning
Financial planning for startups and SMBs
Works withXero
Unclaimed listing
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Calxa
Forecasting & planning
Financial reporting software for businesses and not-for-profits
Works withXeroQuickBooks OnlineSage+1
Unclaimed listing
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Float Cashflow Forecasting
Forecasting & planning
Cash flow forecasting software for Xero
Works withXero
Unclaimed listing
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MODLR - The Corporate Performance Cloud
Forecasting & planning
Business modelling and collaborative planning software
Works withAccounting Packages
Unclaimed listing
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Nume
Forecasting & planning
AI CFO for proactive financial management
Works withXeroQuickBooks OnlineSlack
Unclaimed listing
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Aleph
Forecasting & planning
AI-native FP&A platform for finance teams.
Works withXero
Unclaimed listing
-
budgee
Forecasting & planning
Short-term cash flow forecasting tool
Works withXero
Australia · New Zealand · Singapore · United States onlyUnclaimed listing
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Castaway Cloud
Forecasting & planning
Business forecasting and modelling cloud app
Works withXeroQuickBooks OnlineMicrosoft 365+1
Unclaimed listing
-
Kudwa
Forecasting & planning
AI-powered finance management for multi-entity reporting.
Works withXeroGoogle Workspace
Unclaimed listing
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LivePlan
Forecasting & planning
Budgeting and forecasting tool for small businesses
Works withXero
Unclaimed listing
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Modano
Forecasting & planning
Financial modeling for clarity and control
Works withXeroQuickBooks OnlineMYOB+2
Unclaimed listing
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Planir
Forecasting & planning
FP&A platform for mid-market finance teams
Works withNetSuiteSAPMicrosoft Dynamics 365+4
Unclaimed listing
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Runway Financial, Inc.
Forecasting & planning
A modern tool for financial modeling and forecasting.
Works withXero
Unclaimed listing
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Causal
Forecasting & planning
Causal is a financial modeling tool that integrates with Xero.
Works withXero
Unclaimed listing
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XLReporting
Forecasting & planning
Planning and reporting platform
Works withXeroQuickBooks OnlineExact Online+1
Unclaimed listing
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Clockwork AI
Forecasting & planning
AI FP&A Software for QuickBooks & Xero
Works withXeroQuickBooks Online
Unclaimed listing
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XPNA
Forecasting & planning
Excel-connected financial planning and analysis
Works withXeroMYOBQuickBooks Online+2
Unclaimed listing
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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.
Works withXero
Unclaimed listing
Consolidation & close 13 tools
Multi-entity, intercompany and getting the month shut.
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Numeric
Consolidation & close
AI close automation platform
Works withXero
Unclaimed listing
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RecHound
Consolidation & close
Balance sheet reconciliations made efficient
Works withXero
Unclaimed listing
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Budget Consolidator
Consolidation & close
Consolidate Xero tracking budgets in less than 5 minutes.
Works withXero
Unclaimed listing
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CoreClose
Consolidation & close
Multi-entity close, in one place.
Works withXero
Unclaimed listing
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Mayday
Consolidation & close
Month-end close software that automates balance sheet reconciliations.
Works withXeroQuickBooks Online
Unclaimed listing
-

VERIFYiQ
Consolidation & close
Automated quality control for bookkeeping.
Works withQuickBooks OnlineXero
Unclaimed listing
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Spread
Consolidation & close
Automates accruals, prepayments and deferred revenue in Xero
Works withXero
Unclaimed listing
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Translucent #Multi-Entity
Consolidation & close
Multi-entity accounting solution
Works withXeroQuickBooks Online
Unclaimed listing
-
Double
Consolidation & close
Month-end close management software
Works withQuickBooks Online
Unclaimed listing
-
FloQast
Consolidation & close
AI-powered Accounting Transformation Platform
Works withXero
Unclaimed listing
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Easy Month End
Consolidation & close
Workflow management and reconciliation tool for finance teams
Unclaimed listing
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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.
Unclaimed listing
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Konsolidator - Financial Consolidation & Reporting
Consolidation & close
Get a consolidation tool that connects with your ERP systems and complete consolidation and reporting in 15 minutes.
Unclaimed listing
Data & integrations 22 tools
Getting the ledger out — into Excel, Power BI or your own warehouse.
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RadiusCore
Data & integrations
Excel + Xero Integration Tools for Accountants
Works withXero
Unclaimed listing
-
Business Importer
Data & integrations
Automates data import for accounting software
Works withQuickBooks OnlineXeroSage+1
Unclaimed listing
-
Flex Financial Reporting
Data & integrations
Excel integration for Xero financial reporting
Works withXero
Unclaimed listing
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Jivrus Looker Studio Connector
Data & integrations
Data Studio Connectors for data integration
Works withGoogle Data StudioSalesforceHubSpot+1
Unclaimed listing
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Magnetism Solutions: Power Platform Connector
Data & integrations
Connect Xero with any business system using Power Automate
Works withMicrosoft Power Automate
Unclaimed listing
-
PostTrans for XL
Data & integrations
Excel-based import and export tool for Xero
Works withXero
Unclaimed listing
-
SaasAnt Transactions
Data & integrations
Automates bulk import, export, and deletion of transactions.
Works withXero
Unclaimed listing
-
Connectorly for PowerBI
Data & integrations
Integrates Xero with Power BI for financial reporting.
Works withXeroPower BI
Unclaimed listing
-
MMC-Convert
Data & integrations
Data migration service for accounting software
Works withXeroQuickBooks OnlineFreshBooks
Unclaimed listing
-
FINNEX AI Assistant
AI assistants
AI-powered accounting assistant
Works withXero
Unclaimed listing
-
Scott's Add-ins
Data & integrations
Excel based reporting for Xero & QuickBooks
Works withXeroQuickBooks Online
Unclaimed listing
-
SyncHub
Data & integrations
Connects cloud software to reporting tools and AI platforms
Works withXeroPower BITableau+1
Unclaimed listing
-
CData Connector
Data & integrations
Data integration for Xero
Works withMicrosoft 365Power BITableau+1
Unclaimed listing
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Tugger
Data & integrations
Data warehouse for AI & Power BI
Works withXeroHubSpotSimpro+1
Unclaimed listing
-
Flow
Data & integrations
Xero data in Excel, synced automatically.
Works withXero
Australia · United Kingdom onlyUnclaimed listing
-
G-Accon for XERO
Data & integrations
Sync Xero with Google Sheets
Works withXeroQuickBooks OnlineSage+1
Unclaimed listing
-
OdataLink
Data & integrations
Connect MYOB and Xero with Power BI and Excel
Works withPower BIAzure Data Factory
Unclaimed listing
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Redware Power BI Connector
Data & integrations
Connects Xero to Power BI for reporting and business intelligence.
Works withPower BI
Unclaimed listing
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Label Connector
Data & integrations
Label Connector for Xero
Works withXero
Unclaimed listing
-
EXL Cloud by XLC
Data & integrations
Excel add-in that connects Microsoft Excel to Xero
Works withXero
Unclaimed listing
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XO Report
Data & integrations
Excel integration for Xero data
Works withXero
Unclaimed listing
-
XportMyData
Data & integrations
Take control of your data. XportMyData is the simple, automated backup solution for your Xero data.
Unclaimed listing
Practice management 26 tools
Jobs, capacity, deadlines and who is doing what this week.
-
Xero Practice Manager
Practice management
Editor's pick
Manage jobs, time and billing in one platform.
Works withXeroKarbonFYI+1
Unclaimed listing
-

Vinyl
AI assistants
Category partnerThe Firm's commercial partner
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.
Works withKarbonFYIXero Practice Manager+7
-

AccountKit
Practice management
Compliance tools and workflow management for accountants.
Works withXero Practice ManagerFYI
Australia · New Zealand onlyUnclaimed listing
-

Senta
Practice management
Cloud-based practice management software for accountants and bookkeepers.
Works withXeroQuickBooks OnlineFreeAgent+1
Unclaimed listing
-

TaxDome
Practice management
Practice management software for accounting and tax firms
Works withQuickBooks OnlineZapierStripe
Unclaimed listing
-
Medial
AI assistants
AI-powered accounting assistant
Works withXero
Unclaimed listing
-
Client Hub
Practice management
Practice management and client collaboration platform
Works withXero
Australia · Canada · United Kingdom · United States onlyUnclaimed listing
-
Link
Practice management
Practice management software for Xero users
Works withXero Practice Manager
Unclaimed listing
-
PlanRight
Practice management
A planning tool that extends Xero Practice Manager.
Works withXero Practice Manager
Unclaimed listing
-
Double
Consolidation & close
Month-end close management software
Works withQuickBooks Online
Unclaimed listing
-
AppVentory
Practice management
Advisory agent for software and AI spend
Unclaimed listing
-
WorkXFlow Planner
Practice management
A tool designed to plan out jobs and tasks.
Australia · United Kingdom onlyUnclaimed listing
-

Canopy
Practice management
Practice management software for accounting firms
United States onlyUnclaimed listing
-

Jetpack Workflow
Practice management
Workflow software built for accountants and bookkeepers.
Unclaimed listing
-

Financial Cents
Practice management
Accounting practice management software
Works withQuickBooks OnlineZapierSmartVault
Unclaimed listing
-
Karbon
Practice management
Practice Management Software for Accounting Firms
Works withXero
Unclaimed listing
-
Capium
Practice management
Integrated accountancy software for accountants
Works withHMRCCompanies House
United Kingdom onlyUnclaimed listing
-
IRIS Elements
Practice management
Cloud accounting software for accountants and bookkeepers
Works withCompanies HouseTaxCalcSenta
United Kingdom onlyUnclaimed listing
-
Kloud Connect
Practice management
Practice management for multi-disciplinary accounting firms
Works withXero Practice ManagerMicrosoft 365
Australia onlyUnclaimed listing
-
BrightManager
Practice management
Practice management software for accountants
United Kingdom · Ireland onlyUnclaimed listing
-
Engager
Practice management
Practice management software for accountants and bookkeepers
Works withTaxCalc
United Kingdom onlyUnclaimed listing
-
GreatSoft
Practice management
CRM software for accountants
South Africa onlyUnclaimed listing
-
Mango Practice Management
Practice management
Practice management software for accounting firms
Works withQuickBooks OnlineLacerte
United States onlyUnclaimed listing
-
Pixie
Practice management
Practice management software for accounting firms
Works withZapier
United Kingdom onlyUnclaimed listing
-
Firm360
Practice management
United States onlyUnclaimed listing
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Glide
Practice management
United Kingdom onlyUnclaimed listing
Document management 8 tools
Where client documents live, and how they get there without rekeying.
-
Dext
AP & expense
Editor's pick
AI bookkeeping automation software
Works withXeroKarbonBrightManager
Unclaimed listing
-

FYI
Document management
Editor's pick
Document management and automation for accountants.
Works withXero Practice ManagerMicrosoft 365Xero
Unclaimed listing
-

Hubdoc
AP & expense
Editor's pick
Document & Data Capture Software
Works withXeroQuickBooks Online
Unclaimed listing
-

Aero
Document management
Workflow automation for accounting firms
Works withQuickBooks Online
Unclaimed listing
-
Content Snare
Proposals & engagement
The easy way to get information from clients
Works withXero Practice ManagerFYI
Unclaimed listing
-

Datamolino
AP & expense
Data extraction software for accounting
Works withXeroQuickBooks OnlineFreeAgent
Unclaimed listing
-
SuiteFiles
Document management
Document management solution for professional service firms
Works withXeroMicrosoft 365QuickBooks Online+5
Unclaimed listing
-

SmartVault
Document management
Document management software built for accountants
Works withIntuit LacerteIntuit ProConnectIntuit ProSeries+1
Unclaimed listing
AI assistants 12 tools
Tools that take a repeated judgement off the team, not just a keystroke.
-

Vinyl
AI assistants
Category partnerThe Firm's commercial partner
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.
Works withKarbonFYIXero Practice Manager+7
-
Brieff
Marketing & client growth
The advisory delivery platform for accounting firms.
Works withXero Practice ManagerKarbon
Unclaimed listing
-
Medial
AI assistants
AI-powered accounting assistant
Works withXero
Unclaimed listing
-
LogicGlue
AI assistants
AI for Xero and XPM
Works withXeroXero Practice Manager
Unclaimed listing
-
Nume
Forecasting & planning
AI CFO for proactive financial management
Works withXeroQuickBooks OnlineSlack
Unclaimed listing
-
Sterling
AI assistants
Finance operations intelligence that automates repetitive tasks.
Works withXeroHubSpotBambooHR+1
Unclaimed listing
-
Aleph
Forecasting & planning
AI-native FP&A platform for finance teams.
Works withXero
Unclaimed listing
-
FINNEX AI Assistant
AI assistants
AI-powered accounting assistant
Works withXero
Unclaimed listing
-
SimpleAI Books
Bookkeeping automation
AI agent that automates bookkeeping tasks.
Works withXero
Unclaimed listing
-
Kudwa
Forecasting & planning
AI-powered finance management for multi-entity reporting.
Works withXeroGoogle Workspace
Unclaimed listing
-
Receiptor AI
AP & expense
Automated receipt and invoice management.
Works withXeroQuickBooks OnlineGoogle Workspace+1
Unclaimed listing
-
Clockwork AI
Forecasting & planning
AI FP&A Software for QuickBooks & Xero
Works withXeroQuickBooks Online
Unclaimed listing
Security, backup & IT 4 tools
Access control, backup, and the obligations of holding client data.
-
Controlc
Security, backup & IT
Backup & Recovery for Xero, QuickBooks, XPM, and Cin7 Omni
Works withXeroQuickBooks OnlineCin7
Unclaimed listing
-
NumerintBackup
Security, backup & IT
Backup Xero files and data.
Works withXero
United Kingdom onlyUnclaimed listing
-

Practice Protect
Security, backup & IT
Cyber security platform for accountants
Unclaimed listing
-
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.
Unclaimed listing
Proposals & engagement 6 tools
Scoping the work, pricing it, and getting it agreed.
-

Ignition
Proposals & engagement
Automate your agreements, billing, and payments effortlessly.
Works withXeroQuickBooksSlack+6
Australia onlyUnclaimed listing
-
Content Snare
Proposals & engagement
The easy way to get information from clients
Works withXero Practice ManagerFYI
Unclaimed listing
-

GoProposal
Proposals & engagement
Menu-based pricing and proposals for accounting firms, with a maintained engagement letter library behind them.
Works withXeroKarbonSenta
United Kingdom · United States · Australia · Canada onlyUnclaimed listing
-

Anchor
Proposals & engagement
Turns a signed client agreement into the billing that follows it — invoicing, collection and reconciliation without re-keying the scope.
Works withKarbon
Unclaimed listing
-

Qwilr
Proposals & engagement
Interactive proposals and quotes that take a signature and a payment in the same document, with engagement tracking behind them.
Works withHubSpotSalesforceQuickBooks Online
Unclaimed listing
-
Karbon
Practice management
Practice Management Software for Accounting Firms
Works withXero
Unclaimed listing
Signing & verification 6 tools
Engagement letters, authorities and identity, signed and evidenced.
-
Annature
Signing & verification
Editor's pick
Digital signing and identity verification solution
Works withXero Practice ManagerFYIAccountKit
Australia onlyUnclaimed listing
-
FuseSign
Signing & verification
Editor's pick
Digital signature software for accounting firms.
Works withXeroFYIAccountKit
Australia onlyUnclaimed listing
-

Ignition
Proposals & engagement
Automate your agreements, billing, and payments effortlessly.
Works withXeroQuickBooksSlack+6
Australia onlyUnclaimed listing
-

GoProposal
Proposals & engagement
Menu-based pricing and proposals for accounting firms, with a maintained engagement letter library behind them.
Works withXeroKarbonSenta
United Kingdom · United States · Australia · Canada onlyUnclaimed listing
-
SignWell
Signing & verification
eSignature software for document signing
Works withXeroQuickBooks OnlineZapier
Unclaimed listing
-
IdentityCheck
Signing & verification
Automated ID verification for accountants
Works withXero Practice ManagerKarbonFYI
Unclaimed listing
Marketing & client growth 4 tools
Pipeline, onboarding and staying in front of the client base.
-
BOMA
Marketing & client growth
AI-powered marketing platform for accountants
Works withXero
Unclaimed listing
-
Brieff
Marketing & client growth
The advisory delivery platform for accounting firms.
Works withXero Practice ManagerKarbon
Unclaimed listing
-

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.
Works withXero Practice ManagerGoogle MeetMicrosoft Teams+2
Unclaimed listing
-

PracticeWeb
Marketing & client growth
Websites, content and marketing built only for accountancy firms, wired into the practice management systems firms already run.
United Kingdom onlyUnclaimed listing
Crypto & digital assets 6 tools
On-chain transactions, reconciled and reported like everything else.
-
Cryptoworth
Crypto & digital assets
Enterprise-grade digital asset accounting and ERP integration.
Works withXeroQuickBooks OnlineNetSuite
Unclaimed listing
-
Headquarters
Crypto & digital assets
On-chain business account for streamlined operations
Works withXero
Unclaimed listing
-
AEM Journaler
Crypto & digital assets
Crypto accounting software for financial reporting.
Works withXeroQuickBooks OnlineBinance+1
Unclaimed listing
-
Bitwave
Crypto & digital assets
Enterprise crypto accounting and payments platform
Works withXeroFireblocksCoinbase
Unclaimed listing
-
TRES Finance Web3 Accounting
Crypto & digital assets
Web3 accounting and treasury management.
Works withXero
Unclaimed listing
-
Breezing
Crypto & digital assets
Crypto accounting software for accountants
Works withXeroQuickBooks OnlineBexio
Unclaimed listing
Corporate & legal 2 tools
ASIC, SMSF and corporate secretarial work.
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 — we don't charge for inclusion, and paying us doesn't change how a tool is described.
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, and every outbound link to a vendor carries a sponsored attribute. Placement of a paid listing never changes what we write about a tool editorially.
- What’s the difference between the two shelves?
- Tools for your practice are what an accounting or bookkeeping firm runs itself — practice management, workpapers, document systems, 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?
- The directory does not rank tools by preference. It 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 — we don’t charge for inclusion, and paying us doesn’t change how a tool is described. 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.