Xero is already a powerful cloud accounting platform to keep track of your business’ accounts from many different aspects – your customers, your management teams, and the tax man.
But its power can be magnified when you begin tailoring Xero for your business through its library of add-ons & integrations.
These Xero add-ons allow you to connect & compile multiple data sources from across your business. So now you can turn this data into actionable information to improve and grow to see business success.
The world of Xero add-ons is pretty special. When we originally wrote this blog in 2016, there were over 500 apps available in the marketplace. Now, in 2019 we have more than 700 Xero add-ons. There is bound to be some that are perfect for your business.
Here’s our pick of the best Xero add-ons to solve common business problems SME’s encounter.
- Solution #1 – Compliance, Productivity & Payroll Errors
- Solution #2 – Getting timely payments from your customers
- Solution #3 – Reconciling eCommerce transactions with your Accounting Software
- Solution #4 – Too many reports, but none your business actually needs!
- Industry Specific Xero add-ons
- Bonus Solution
- Ready to explore the world of Xero Add-ons?
Solution #1 – Compliance, Productivity & Payroll Errors
Managing payroll and HR can be an administrative and a time-consuming aspect of any business, and that’s not counting the compliance issues.
A smooth payroll process with organisational consistency is critical. Ensuring correct tax rates, accrual of leave, and superannuation information is correct can help avoid payroll mistakes that cost your business time and money.
Tanda, as a Xero add-on takes all the hard work out of payroll. With access to award interpretation (with automatic pay rate updates, yes you read that right!) you can pay your staff correctly, every time.
With its scheduling, time clock attendance and easy payroll integration with Xero, it makes budgeting, forecasting and payroll accurate and compliant.
Your staff will love it too – they get to see their shifts ahead of time, change them and give feedback, and all they do is clock-in and out on their shift. Too easy!
It is suitable for businesses with 15-200 employees and works with lots of industries – aged and child care, hospitality, retail, agriculture, manufacturing and medical plus more.
With Deputy, scheduling, timeclock and communication come together. Designed for shift workers and hourly paid staff, the fully costed rosters are amazing.
The auto-fill feature from previous rosters and the auto-scheduling builds a shift based on your data to find the best employees for each shift.
Features include task-setting for each employee, and clocking in and out is based on face recognition with timesheets created automatically.
We particularly like the transparency it offers between the submitted timesheets against the rostered hours.
Co-founded by Australian Steve Shelley back in 1992 when he needed, well, a deputy, Deputy helps make payroll and rostering for your business simple.
Solution #2 – Getting timely payments from your customers
Getting paid by customers is the most important aspect of any business. Any mismanagement of this process can lead to serious problems.
Efficient systems can prevent cash flow problems in the future. These debtor management add-ons make it super easy, from invoicing right through to scheduled reminders if needed.
You can now redirect you or your employees focus from chasing overdue accounts to instead helping grow your business.
This Xero add-on for debtor collection uses a good combination of smart technology with the human touch to get your invoices paid faster, saving you hours each week, reducing stress and increasing cash flow.
Start with creating customised emails for each customer, set reminders to automatically send after ‘X number of days’ overdue.
It’s easy to call the shots for each customer – the dashboard gives you a great snapshot of the state of your receivables and lets you monitor progress, send and pause reminders depending on the circumstances of each customer.
It also offers the options for Debtor Daddy to make telephone calls on your behalf or escalate to the debt collectors for the tougher ones.
Free trial! You can try Debtor Daddy for free for the first 14 days via the link below
Chaser is designed to strengthen your debt recovery process by letting you personalise for every customer, so your business can maintain a good relationship.
From unlimited email templates, the attachment of invoice copies, setting different schedules by customer, to escalating unpaid invoices.
Emails using Chaser are sent with company logos and signatures, it looks anything but automation (it even sends a thank you email to your customer when payment is received!).
With one click integration and automatic updating, it’s time to say goodbye to debtors.
Solution #3 – Reconciling eCommerce transactions with your Accounting Software
eCommerce usually works on the premise of a high number of transactions; including processing charges, invoicing, picking and delivering the product.
Now you can have all this information seamlessly entered into Xero with no double entry and no missed sales.
OneSaas is the missing link between Xero and your eCommerce platform (including Shopify, WooCommerce, BigCommerce, eBay, Magento, Amazon and OpenCart).
When an order is placed on your eCommerce platform, an invoice (paid, unpaid, draft, submitted/awaiting approval etc) and customer record are automatically created in Xero. OneSaas settings can be customised to allow your business to choose the flow of data between each of your systems.
Products, payments and stock levels are also synchronised, so all systems match each other. Even when the synchronisation is out, OneSaaS reports daily on transactions that haven’t imported automatically, so you can fix the coding or error immediately.
RocketSpark is a website designed specifically for eCommerce that you can create yourself.
Tying the e-commerce functionality of RocketSpark with your Xero account, Xero automatically creates a new invoice populated with order information every time a new online order is placed.
It puts sales transactions into both sides of your business – fulfilment and accounting.
This streamlines your payment reconciliation process, often the most time-consuming and complicated task of e-commerce.
Solution #4 – Too many reports, but none your business actually needs!
There’s likely a heap of information stored in Xero and your other business software, but what does it all mean?
Here are two add-ons that can make good use of this information, turning into something meaningful and actionable.
Turns your Xero numbers into story-telling graphs. Synchronising with Xero, this add-on saves you hours creating performance reports, critical action summaries, full three-way forecasting, customisable dashboards and advanced consolidated reports for multi-entity businesses and franchises.
Spotlight is easy to learn and you can build templates for different types of analysis, depending on the level of information you need, and the audience intended. Users can look back, as well as forward, see trends, identify issues & opportunities, and set & measure KPIs.
It turns a boring set of numbers into a story, so trends and events can easily be seen (and not missed). Providing greater clarity to increase profitability and capital value.
This is the add-on that the team at Penguin Management use for most of our Xero clients. We create customised reports and forecasting models designed for the specific needs of each client. They can see in a snapshot only the information they need and want, to enable them to make better business decisions and they don’t get distracted by superfluous data.
Wink is all about your business, so put away your spreadsheets, VLookups and pivot tables.
It doesn’t matter what software you use, sometimes the standard reports don’t quite fit what your business is about, or needs. The Wink Reports team specialise in Xero, and their add-on creates its reports just how you envision them.
Wink take the time to understand your business and its constraints to give you the information at your fingertips. For example, a trade services company can track each technician’s productivity and profitability by manipulating data from different sections of their workforce management system.
The graph options can be exported to Excel for further manipulation, saved as a PDF, or emailed on a specified schedule. They can also be branded with your logo and name
Industry Specific Xero add-ons
Some Xero add-ons are designed for a particular industry, such as retail, manufacturing, health.
Remove the pain point of getting lost in all the choice, and let Zrilo work out what Xero add-ons will work best in your industry or for your particular business type. Complete a short survey via their website, and they’ll send you your tailored recommendations.
And if any of these add-ons can’t help you, or aren’t quite what you are looking for, there is always Zapier.
While not an add-on specifically, Zapier’s strength lies in moving information from one app to another, building processes and automation into your business just like a programmer would. But without the coding knowledge.
Zapier is the link between your systems and managing the push and pull of data. It allows you to set workflows into motion from a single trigger point. Finishing routine tasks automatically, or using a fill-in-the-blank setup.
For example, you can manage workflow properly from a range of online systems – such as Trello, Basecamp, Mailchimp and Wufoo – and everything stays in sync.
Zapier combines ‘triggers’ (like ‘New Bill’) and ‘actions’ (like ‘Create Sales Invoices’) to complete an action in one app when a trigger occurs in another app. It is these combinations that complete your tasks automatically.
Ready to explore the world of Xero Add-ons?
Still not sure which Xero add-on will help you solve your business problem? There are hundreds available. Check out Xero’s Add-On Marketplace, and speak to the team at Penguin Management who use Xero every day!
If you have a question about how your business can leverage them, talk to us on +61 2 8298 5301, we can walk you through how it can help your business.