--- title: Xero Practice Manager Reviews meta_title: 'Xero Practice Manager Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 47 reviews by the users' company size, role or industry to find out how Xero Practice Manager works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 47 scale: '5' date_modified: '2026-06-24' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Xero Practice Manager Reviews **Vendor:** Xero **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 47 ## About Xero Practice Manager Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and Job Management: Assign tasks to staff, set deadlines, and monitor job progress through a unified dashboard. - Time Tracking and Invoicing: Record billable hours accurately and convert them into invoices, which are automatically synchronized with Xero accounting software. - Customizable Reporting: Generate standard or tailored reports to gain insights into practice performance and client engagements. - Seamless Integration: Sync client records and financial data across Xero HQ and other Xero products, ensuring consistency and reducing manual data entry. - Mobile Accessibility: Utilize the Xero Practice Manager mobile app to manage tasks, track time, and access client information on the go. Primary Value and Solutions Provided: Xero Practice Manager addresses the complexities of managing an accounting practice by offering an integrated platform that consolidates client information, job tracking, and financial data. This integration reduces administrative overhead, minimizes errors, and enhances collaboration among team members. By automating routine tasks and providing real-time insights, it empowers firms to focus on delivering high-quality services to their clients, ultimately driving growth and profitability. ## Xero Practice Manager Pros & Cons **What users like:** - Users value the **ease of use** of Xero Practice Manager, finding it simple and efficient for various tasks. (5 reviews) - Users appreciate the **centralized management** of Xero Practice Manager, finding it simple and effective for practice and client management. (1 reviews) - Users appreciate the **easy client management** in Xero Practice Manager, finding it simple and effective for their practices. (1 reviews) - Users value the **responsive customer support** of Xero Practice Manager, enhancing their overall experience and satisfaction. (1 reviews) - Users value the **ease of use and fast performance** of Xero Practice Manager, enhancing their overall experience. (1 reviews) - Invoicing (1 reviews) - Progress Tracking (1 reviews) - Setup Ease (1 reviews) - Speed (1 reviews) - Task Management (1 reviews) **What users dislike:** - Users face challenges with **locating invoices** for suppliers and revenue receipts in Xero Practice Manager. (1 reviews) - Users find the **limited features** of Xero Practice Manager restrictive, lacking bulk job creation functionality. (1 reviews) - Users experience **slow performance** with Xero Practice Manager, impacting productivity and leading to downtime. (1 reviews) - Users often face **update issues** with Xero Practice Manager, hindering the effectiveness of its AI functions. (1 reviews) - Users experience **website downtime** , leading to disruptions in workflow and decreased productivity. (1 reviews) ## Xero Practice Manager Reviews ### 1. The ultimate workflow and invoicing hub for our team **Rating:** 5.0/5.0 stars **Reviewed by:** Ravindu M. | Accounting Team Lead, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Xero Practice Manager?** What I love most about Xero Practice Manager is how seamlessly it links up with the broader Xero ecosystem. Having our client data, job tracking, and invoicing all living under one roof saves our team from constantly double-handling data. It gives us a great bird's-eye view of where projects stand and keeps the whole team aligned without the usual administrative headache. **What do you dislike about Xero Practice Manager?** To be honest there is nothing as such except for system downs at times **What problems is Xero Practice Manager solving and how is that benefiting you?** Before using this platform, our client records, task assignments, and job statuses were scattered across different spreadsheets and disjointed tools. This led to a lot of double-handling of data and occasional miscommunication. Xero Practice Manager solved this by giving us a single, centralized source of truth. The biggest benefit is the massive reduction in administrative overhead; our team now stays completely aligned on project deadlines without wasting time chasing updates. ### 2. Everything in One Place, on One Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Emma B. | Finance Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Xero Practice Manager?** Everything is in one place, which for me is the biggest advantage. It brings together jobs, clients, staff, invoicing, and reporting in a single platform, which reduces duplication and helps keep data consistent across the practice. **What do you dislike about Xero Practice Manager?** The biggest downside to using Xero Practice Manager is its reporting limitations. Debtors/receivables reporting can be unreliable, as it struggles with real scenarios such as part payments, overpayments, and credit notes. **What problems is Xero Practice Manager solving and how is that benefiting you?** We struggled with time delays of entering data in manually before using xero practice manager however now that has been reduced substantially due to the automation this now provides us. ### 3. User-Friendly Xero with Seamless Integrations and Great Value **Rating:** 4.5/5.0 stars **Reviewed by:** Brij Sen S. | Assistant Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Xero Practice Manager?** I like using Xero for daily bookkeeping. Its interface is very good and user-friendly, so anyone can understand the whole process easily. This software can also integrate easily with other useful business-need software, and the pricing is low compared to other bookkeeping software. **What do you dislike about Xero Practice Manager?** Nothing to dislike, but I think the report would be better and needs to be improved compared to other bookkeeping software. **What problems is Xero Practice Manager solving and how is that benefiting you?** As I book and record transactions in Xero on a daily basis, all the numbers become very clear, which makes it easier for management to make financial decisions. ### 4. XPM Makes Tracking Billable Hours Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Angela K. | Business Owner & Registered BAS Agent, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Xero Practice Manager?** How XPM captures the hours spent on a client task and then I can bill the client **What do you dislike about Xero Practice Manager?** It was a bit confusing to get started. I found it difficult to understand the creation of jobs/tasks **What problems is Xero Practice Manager solving and how is that benefiting you?** Billing and task management ### 5. Effortless Leave Management with User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Harini R. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Xero Practice Manager?** ease of use , as our company initially used it for timesheets and payroll. but now we only use it for application of leave. **What do you dislike about Xero Practice Manager?** It is a bit confusing at times because xero is also used for accounting purposes and we also use it for leave application. **What problems is Xero Practice Manager solving and how is that benefiting you?** Xero Practice Manager helps streamline our workflow by centralising jobs, timesheets, client information, and billing in one place. It reduces manual processes, improves visibility across engagements, and ensures tasks are tracked accurately from start to finish. This has made it easier to manage workloads, meet deadlines, and maintain consistency across the team. ### 6. Effortless Job Management and Invoicing **Rating:** 4.0/5.0 stars **Reviewed by:** Chun Y. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Xero Practice Manager?** Raise a quote; Turn it into an active job/task; Track progress at a glance and; Generate a billable invoice **What do you dislike about Xero Practice Manager?** Exporting and then manipulating data in Excel or Power BI is often necessary for deeper insights. AI function needs to be updated. **What problems is Xero Practice Manager solving and how is that benefiting you?** Everyone on the team knows what to do, by when and fewer missed deadlines and dropped tasks. ### 7. Great Practice Management Tools **Rating:** 4.5/5.0 stars **Reviewed by:** Hoosein I. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Xero Practice Manager?** Allows me to a gave complete view of my practice and clients. **What do you dislike about Xero Practice Manager?** Goes down with Xero at times. Slows down workforce. **What problems is Xero Practice Manager solving and how is that benefiting you?** Bug fixes ### 8. BEST Software **Rating:** 5.0/5.0 stars **Reviewed by:** Sumit P. | Assistant Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Xero Practice Manager?** Easy way to use, fast, Customer Support, Number of Features **What do you dislike about Xero Practice Manager?** This software doesn't have any cons, this is the one of the best **What problems is Xero Practice Manager solving and how is that benefiting you?** Easy to update data and auto Update tax return ### 9. Effortless Simplicity and User-Friendly Functions **Rating:** 5.0/5.0 stars **Reviewed by:** Bryce F. | Payroll Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Xero Practice Manager?** Its simplicity and easy to use functions **What do you dislike about Xero Practice Manager?** Bulk creation of jobs is not an added function **What problems is Xero Practice Manager solving and how is that benefiting you?** It integrates with Xero so it is our form of invoicing and client contact database ### 10. Exceptionally Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Xero Practice Manager?** XERO blue is very easy to use and implement for everyday work **What do you dislike about Xero Practice Manager?** Difficulty in understanding where to locate invoices paid to suppliers and invoices for revenue receipt **What problems is Xero Practice Manager solving and how is that benefiting you?** Eas of use ### 11. Xero Practice Manager gets the job done **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis F. | Business Owner / Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Xero Practice Manager?** Easy to manage my own practice and manage clients. Simple to use, yet effective. **What do you dislike about Xero Practice Manager?** Really the only downside is it doesn't look flashy, but that doesn't affect usability at all. **What problems is Xero Practice Manager solving and how is that benefiting you?** It provides a dashboard for all of my clients within Xero. I can easily access their files, run reports, and more all in one place ### 12. Efficiency Unleashed: A Review of Xero Practice Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Vinay K. | Freelance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Xero Practice Manager?** Xero Practice Manager stands out for its user-friendly interface, robust feature set, and seamless integration with Xero Accounting. It empowers professional practices to streamline operations, enhance collaboration, and drive business growth, making it an invaluable tool for practitioners looking to optimize their practice management processes. **What do you dislike about Xero Practice Manager?** Practice Manager's pricing structure may be perceived as relatively high for some users, particularly for smaller practices or solo practitioners **What problems is Xero Practice Manager solving and how is that benefiting you?** Xero Practice Manager solves the challenge of efficiently managing client engagements, workflow automation, and practice administration for professional firms. By streamlining processes, providing real-time insights, and integrating seamlessly with Xero Accounting, it benefits users by enhancing productivity, improving client service delivery, and driving profitability. ### 13. A USER SINCE 2016 AND STILL A DIE HARD **Rating:** 5.0/5.0 stars **Reviewed by:** Riri N. | BRAND MANAGER , Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Xero Practice Manager?** I like the ability to work templates and repeating work I am impressed by how it keeps me organized It is super easy to assign work It is an excellent tool for managing work load The ease of setting up work with the ability to create task belongings to different work categories Makes it easier to stay in the loop on clients communication across the teams **What do you dislike about Xero Practice Manager?** To be sincere I have not experienced any flaws since day one it is super great **What problems is Xero Practice Manager solving and how is that benefiting you?** Manage client workload Shared email communication ### 14. SUPPORT IS FANTASTIC!!!THE SKY IS THE LIMIT!! **Rating:** 5.0/5.0 stars **Reviewed by:** Van K. | SOFTWARE ENGINEER , Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2024 **What do you like best about Xero Practice Manager?** I love the onboarding with XPM and the support I hot during implementation I like most the automation of tasks The email organization and the ability to see all emails from a client XPM is customizable and streamlines so many times consuming tasks Client experience and ease of use for both firm personnel and customers **What do you dislike about Xero Practice Manager?** Have not found anything up to this point so far so good **What problems is Xero Practice Manager solving and how is that benefiting you?** Brings alot of things in one place This is streaming process and adding efficiency ### 15. Timesheet **Rating:** 5.0/5.0 stars **Reviewed by:** Rikki Mae C. | Accounting and Payroll Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Xero Practice Manager?** I really like about it is when I am entering my everyday timesheet. **What do you dislike about Xero Practice Manager?** When I already lock my timesheet for the pas week, I can no longer access them or maybe because I am just a basic user. **What problems is Xero Practice Manager solving and how is that benefiting you?** This is where I record my task in a day. ### 16. Xero Review for the company **Rating:** 4.0/5.0 stars **Reviewed by:** Dhwani T. | US Tax Preparer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Xero Practice Manager?** Xero practise manager is valued for its comprehensive feature, seamless integration with accounting and it's user friendly. **What do you dislike about Xero Practice Manager?** Its time consuming then the Other softeware and complex setup. **What problems is Xero Practice Manager solving and how is that benefiting you?** Xero solving issue with real time financial visibility and enhance financial reporting and scalability with flexibleness these are the benefit. ### 17. THE B.O.A.T AND G.O.A.T TOOL FOE MANAGING YOUR PRACTICE **Rating:** 5.0/5.0 stars **Reviewed by:** Mark K. | RADIO PRESENTER, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2024 **What do you like best about Xero Practice Manager?** Easier to know what jobs to work on The fact that we can assign incoming emails to specific work flows and then keep an eye on how work progresses It keeps me organized It is user friendly **What do you dislike about Xero Practice Manager?** There's nothing that really comes to my mind It is a good platform to work with **What problems is Xero Practice Manager solving and how is that benefiting you?** No work is going unfinished or being missed ### 18. So far so good I recommend it 100% **Rating:** 5.0/5.0 stars **Reviewed by:** ALEX N. | MARKETING DIRECTOR , Design, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Xero Practice Manager?** It is user friendly Simple to use The fact that you are able to compile data that would be of help to accounting companies The G.O.A.T and B.O.A.T in accounting The BF for managing your workload **What do you dislike about Xero Practice Manager?** To be sincere I have not come across any flaws it is so good **What problems is Xero Practice Manager solving and how is that benefiting you?** Ability to manage workload ### 19. The Most Efficient Platform So Far **Rating:** 5.0/5.0 stars **Reviewed by:** celine. g. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2024 **What do you like best about Xero Practice Manager?** I like how the software is easy to use and has been automated to make tasks easy for us like it's seamless and priotises work flow. **What do you dislike about Xero Practice Manager?** It has no up or downs, its just a simple software which makes our lives easy on a daily basis. **What problems is Xero Practice Manager solving and how is that benefiting you?** Improves customer engagement and task management in the office by use of real-time communication. ### 20. ROBUSTIOUS ONLINE ACCOUNTING TOOL FOR AUTOMATION **Rating:** 4.5/5.0 stars **Reviewed by:** Kristin H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Xero Practice Manager?** Xero Practice Manager has a clean UI/UX dashboard that makes it easy to navigate features. It convert ongoing tasks into invoices and send them to vendors via emails automatically. **What do you dislike about Xero Practice Manager?** I can't open an invoice when offline - the vendor should incorporate offline access. **What problems is Xero Practice Manager solving and how is that benefiting you?** Accounting processes has been easy to handle by integrating this accounting practice manager with F&A tools. ### 21. AN EXCELLENT TOOL FOR MANAGING OUR PRACTICE..I RECOMMEND IT 100% **Rating:** 4.5/5.0 stars **Reviewed by:** Etyang_ N. | Marketing Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Xero Practice Manager?** With it we can assign incoming emails to specific client workflows. Also it has solved the challenge of efficiently managing clients engagement,workflow automation and practice administration for professional firms. Has great customer support which is available 24/7. It's best with Accounting! **What do you dislike about Xero Practice Manager?** I have no negative aspect regarding this great platform!! **What problems is Xero Practice Manager solving and how is that benefiting you?** Accounting has become user friendly. ### 22. Enering Xero Practice Manager Insight in Tax Management Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Xero Practice Manager?** Xero Practice Manager has enabled me to streamline the entire tax management obligations with just few clicks. **What do you dislike about Xero Practice Manager?** Even though I haven't used it fir quite an extended period, it accomplishes all my needs in one place. **What problems is Xero Practice Manager solving and how is that benefiting you?** Accounting and tax obligations have been easy to handle with XPM. ### 23. XPM Just Works Lit 🔥 for Me: Wambui **Rating:** 4.5/5.0 stars **Reviewed by:** Sharon W. | http://linkedin.com/in/sharon-wambui, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Xero Practice Manager?** Xero Practice Manager automates workflow in my organization. It automatically develop tasks, teack and monitor team performance for 24.7. **What do you dislike about Xero Practice Manager?** Need I conplain about any aspect really! Xero Practice Manager accomplish all my needs. **What problems is Xero Practice Manager solving and how is that benefiting you?** Accounting procedures are easy to carry out with Xero Practice Manager. ### 24. THE GAME CHANGER IN ACCOUNTANT **Rating:** 5.0/5.0 stars **Reviewed by:** Pan M. | MANAGEMENT CONSULTANT , Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Xero Practice Manager?** Ability to slit customers to different accounts manager Simple to use The software is flexible It's simplicity Ability to compile data that would be of help for accounting firms The software is user friendly **What do you dislike about Xero Practice Manager?** I don't have any major complaints it's the best **What problems is Xero Practice Manager solving and how is that benefiting you?** Managing work flow projects and tasks ### 25. Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2023 **What do you like best about Xero Practice Manager?** I like the ease of use - User friendly easy to navigate **What do you dislike about Xero Practice Manager?** I dislike it when I send an invocie to upload and there is an error. It would be good if we received a notification. **What problems is Xero Practice Manager solving and how is that benefiting you?** Ease of integration with my practice management software. This makes it easier for my Accountant to acces my financials and complete my TAX. ### 26. XPM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Harshita B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Xero Practice Manager?** The ease of filing returns and other lodgements with the ATO **What do you dislike about Xero Practice Manager?** Sometimes the connectivity between ATO and XPM, it needs manual inputs **What problems is Xero Practice Manager solving and how is that benefiting you?** the ease of working on the lodgements, signatures and filing ### 27. Xero Practice Manager Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie C. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2022 ### 28. XPM review **Rating:** 2.5/5.0 stars **Reviewed by:** Summer Q. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Xero Practice Manager?** It is still pretty good software. We have been using is for a year now. It just hasnt changed **What do you dislike about Xero Practice Manager?** They aren't looking to progress and expand features and move on with the world. **What problems is Xero Practice Manager solving and how is that benefiting you?** I don't see Xero Practice management implementing change. I think they are okay where they are and not developing with the world. ### 29. Easy integration for fast payments **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | Creative Imagineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2022 **What do you like best about Xero Practice Manager?** This is a simple to use integration that gives businesses a quick tool for collecting customer payments **What do you dislike about Xero Practice Manager?** Nothing, it's a great tool for my freelance business so I only need to invoice and know that the payments will be collected with ease **Recommendations to others considering Xero Practice Manager:** If you need an easy to use integration to obtain client payments, Xero Practice Manager is ideal. **What problems is Xero Practice Manager solving and how is that benefiting you?** Easy payment collection for my freelance client projects ### 30. Best software for accountants **Rating:** 4.5/5.0 stars **Reviewed by:** Ali A. | Quality Review Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Xero Practice Manager?** - Split clients to different account manager - Ability to stream distributions automatically **What do you dislike about Xero Practice Manager?** - more guidance is needed to fix errors (potentially ability to click to be taken to the specific section) **What problems is Xero Practice Manager solving and how is that benefiting you?** preparing tax returns ### 31. Very user-friendly! **Rating:** 4.5/5.0 stars **Reviewed by:** Sequoia C. | Client Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Xero Practice Manager?** I love how easy the software is to use, how much information they allow you to enter and how flexible it is for your firms needs. We really enjoy the way it allows you to group entities per family group and how easy it is to view the whole groups returns and activity statements in one section. **What do you dislike about Xero Practice Manager?** I dislike how often it will create duplicate entities and pull information in from the clients Xero account. Also frequently has lodgement errors that make no sense and takes a long time to resolve the issue. **What problems is Xero Practice Manager solving and how is that benefiting you?** Absolutely yards ahead of MYOB AE, so much easier to use. Much more flexible for data entry and management. I'm finding I'm spending a lot less administrative time. ### 32. Best tool to manage accounting practice **Rating:** 4.5/5.0 stars **Reviewed by:** Karan Radheshyam K. | Junior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Xero Practice Manager?** Xero Practice Manager (XPM) is so easy to work with. It is seamless and customizable as per the requirements of any accounting practice. XPM is also so easy to learn as well. **What do you dislike about Xero Practice Manager?** The only thing I did not like about XPM is the errors indicator. Error indicator sometimes gives out the wrong error in certain situations, and its hard to resolve those. **Recommendations to others considering Xero Practice Manager:** All accounting firms should definitely considering using XPM in their firm for smooth workflow. **What problems is Xero Practice Manager solving and how is that benefiting you?** Xero practice manager saves a lot of time in managing the work flow as tax-related information can be directly captured from Xero software for a business Xero file. ### 33. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Santosh K. | SR. EXECUTIVE MIS/OPERATION/FINANCE, Mid-Market (51-1000 emp.) **Reviewed Date:** December 24, 2021 **What do you like best about Xero Practice Manager?** The best thing about this tool is this is a cloud-based software. People around the globe can access this from anywhere around the world, and very easy to use by different people. **What do you dislike about Xero Practice Manager?** There is nothing that I dislike about these tools whenever I use these tools, it has wider things available within these tools and all the reports can be easily fetchable. **Recommendations to others considering Xero Practice Manager:** This is a beneficial tool for all businesses, and I would recommend it to all who is seeking any accounting tools and upgrade with time changing era and simply, it's fantastic... **What problems is Xero Practice Manager solving and how is that benefiting you?** Almost all the accounting terms are used in this tool it make very simple to making entry for the same and always helpful. performance has been increased received a lot of benefits. ### 34. Easiest tool for capturing invoices, running depreciation and other pulling other accounting reports **Rating:** 4.0/5.0 stars **Reviewed by:** Jayati J. | Accounts Receivable Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Xero Practice Manager?** It's simplicity. Any person can become an expert in using Xero in a few days time. It is not complex like PeopleSoft **What do you dislike about Xero Practice Manager?** We had changed our financial year in the system due to which all the assets were automatically deregistered. I wish the tool had given us a warning before doing it. **What problems is Xero Practice Manager solving and how is that benefiting you?** Managing our accounting books, bank reconciliation, raising invoices, capturing bills. Basically everything from finance point of view. ### 35. Xero Practice Manager - an accounting firm's best friend **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2022 **What do you like best about Xero Practice Manager?** I like how Xero Practice Manager is able to compile data that would be of help for accounting firms. It served as a database for the details regarding their clients and also has a feature in helping process the different financial statements of an entity. **What do you dislike about Xero Practice Manager?** Something I dislike with Xero Practice Manager would be that the interface looks kind of old-fashioned. Well it is easy to use but I hope the design could be improved in the near future. Hoping there would also be a filter option when searching for entities that have a certain characteristic. **Recommendations to others considering Xero Practice Manager:** Make sure to use the tool efficiently! It really helps out especially when your company uses Xero. **What problems is Xero Practice Manager solving and how is that benefiting you?** Xero Practice Manager has solved in a sense we are able to put one database for the profiles of our clients especially if you are in the business of accounting. It is able to create reports and also it is partnered up with the main tool which is Xero. ### 36. An user friendly accounting system. **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel L. | Head of Sales Department, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Xero Practice Manager?** The flexibility of the reports customization. **What do you dislike about Xero Practice Manager?** No phone support and the subscription fee is a bit costly. **Recommendations to others considering Xero Practice Manager:** It's best in fixed asset management and for those who are seeking for strong report functionality. **What problems is Xero Practice Manager solving and how is that benefiting you?** Leads management and quotes can be tracked easily. ### 37. Awesome platform with great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Ismael H. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2021 **What do you like best about Xero Practice Manager?** The user interface is very friendly and easy to use. I am able to access and review all my clients environments in real time and keeps track of every change we make. Very easy to set up and connect to other platforms like Vend, WooCommerce. My clients love the scanner and expenses apps **What do you dislike about Xero Practice Manager?** No integration to pay taxes like in QuickBooks. Besides that, everything works perfectly. **Recommendations to others considering Xero Practice Manager:** Make sure that you know which integrations you will need before purchasing Xero. **What problems is Xero Practice Manager solving and how is that benefiting you?** I'm able to support and review my clients environments. Allows me to give direct feedback and keep track of every change. I use it to manage my practice as well. ### 38. easy to use and for Start up business it is very good **Rating:** 4.5/5.0 stars **Reviewed by:** Rene T. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2021 **What do you like best about Xero Practice Manager?** Flexibility, overview, easy to use, reports good **What do you dislike about Xero Practice Manager?** Not so much, if you scale and add more entities it can be a little **What problems is Xero Practice Manager solving and how is that benefiting you?** my workflow can be captured and i can gap i need to fix ### 39. Xero **Rating:** 5.0/5.0 stars **Reviewed by:** Jin S. | A, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2021 **What do you like best about Xero Practice Manager?** The ease of operation and the mobility as you could do it on your phone too **What do you dislike about Xero Practice Manager?** No telephone support. It would be quicker and easier if you had the Xero support on the phone **What problems is Xero Practice Manager solving and how is that benefiting you?** The whole of superannuation function is much easier and you don't need to use any other companies to distribute super ### 40. Xero review **Rating:** 5.0/5.0 stars **Reviewed by:** Miyuki M. | Senior, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2021 **What do you like best about Xero Practice Manager?** It is a simple yet indepth platform for our new tech startup companies to start in. Reports can be pulled easily and invoice/bill inputs are quick. The system syncs with many different AP platforms that helps as well such as plooto and bill.com. **What do you dislike about Xero Practice Manager?** I do not have anything specific that i dislike about the Xero system. **What problems is Xero Practice Manager solving and how is that benefiting you?** Resolving the problem having a proper accounting system to organize the clients' financials as well as do analysis month over month. ### 41. Xero account management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2021 **What do you like best about Xero Practice Manager?** Find an account in seconds! Send out invoices after only taking 20 seconds to make them. The payment graph makes for easy reference to payments made. **What do you dislike about Xero Practice Manager?** The primary function I dislike is finding older invoices that have already been paid for in the system. I feel like they should appear on the graph, and it requires more than it should do to pull it up when all of the other functionality is on point. **What problems is Xero Practice Manager solving and how is that benefiting you?** I never had to spend more than two seconds interacting with customers and pulling up their accounting information. ### 42. Xero for small business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Xero Practice Manager?** It's integrated with Stripe to make online sales easier to reconcile. **What do you dislike about Xero Practice Manager?** The new dashboard layout being so large. **Recommendations to others considering Xero Practice Manager:** It's a good online accounting software for small businesses. **What problems is Xero Practice Manager solving and how is that benefiting you?** Tracking different service product sales but adding them as non tracked inventory allows to to create a report of sales. ### 43. Adequate software **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Xero Practice Manager?** Easy to complete BAS for the ATO. Don't need an accountant to do it for me **What do you dislike about Xero Practice Manager?** Not as user friendly as other software I've used. **What problems is Xero Practice Manager solving and how is that benefiting you?** Tracking income and outgoing and completing BAS ### 44. Easy to use practice management software **Rating:** 4.0/5.0 stars **Reviewed by:** Craig W. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Xero Practice Manager?** Easy to use, sync with Xero and other apps **What do you dislike about Xero Practice Manager?** Hasnt been updated / improved as often as most software **What problems is Xero Practice Manager solving and how is that benefiting you?** Managing workflow, projects and tasks ### 45. Brilliant Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2021 **What do you like best about Xero Practice Manager?** It is efficient and streamline and it makes accounting simple **What do you dislike about Xero Practice Manager?** Nothing to dislike about this software. It is easily the only software I would use. **What problems is Xero Practice Manager solving and how is that benefiting you?** It is easy to keep everything ordered. It makes it easy to locate invoices and manage a practice. ### 46. Good not great **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Xero Practice Manager?** I like that the day-to-day accounting aspect works well. The interface looks very good too **What do you dislike about Xero Practice Manager?** I dislike the reporting. I find it hard to customize reports to my needs **What problems is Xero Practice Manager solving and how is that benefiting you?** The daily accounting and cash flow is easy to organize with Zero ### 47. Basic bit of kit, but it gets the job done **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2019 **What do you like best about Xero Practice Manager?** I like the fact you can see which clients need work done to it and also set the internal deadlines yourself. **What do you dislike about Xero Practice Manager?** It is over complicated to use without proper training **What problems is Xero Practice Manager solving and how is that benefiting you?** time/work flow management ## Xero Practice Manager Discussions - [What does Xero software do?](https://www.g2.com/discussions/what-does-xero-software-do) - [Is WorkflowMax the same as practice manager?](https://www.g2.com/discussions/is-workflowmax-the-same-as-practice-manager) - [What is the difference between WorkflowMax and Xero Practice Manager?](https://www.g2.com/discussions/what-is-the-difference-between-workflowmax-and-xero-practice-manager) - [How does Xero Practice Manager work?](https://www.g2.com/discussions/how-does-xero-practice-manager-work) - [View Xero Practice Manager pricing details and edition comparison](https://www.g2.com/products/xero-practice-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-25+21%3A31%3A28+-0500&secure%5Bsession_id%5D=a5bbb876-5c8f-4ab8-9fcf-657738ef94c0&secure%5Btoken%5D=d6c09609104b3452ec4a301dc389c928541f0aae5673d345d2c0134f8aa4625e&format=llm_user) ## Xero Practice Manager Integrations - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - [Chaser](https://www.g2.com/products/chaser/reviews) - [Dext](https://www.g2.com/products/dext/reviews) - [Ignition](https://www.g2.com/products/ignition/reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Xero Practice Manager Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Xero Practice Manager Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (867 reviews) - [MYOB](https://www.g2.com/products/myob/reviews) - 3.6/5.0 (44 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)