Xero

SuiteFiles' integrations with Xero, HQ & Xero Practice Manager help streamline business processes

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Why Xero + SuiteFiles?

SuiteFiles and Xero combined create a beautiful cloud-based practice with innovations that will give you time back in your life for more important things.

Completely Cloud Based

A single ledger, all of your client data, every document, every email, all online, accessible from anywhere.

Improve your workflows

Automatically create client folders, create auto-population workflows, automate job management and more.

Automate repetitive processes

Connect directly to the Xero suite to easily save reports, use client-data and more.

Simple client and job management

Xero & SuiteFiles combine to make managing your clients and jobs easy – easily source data & track jobs.

Work with Microsoft documents

SuiteFiles allows Xero to link to Microsoft 365, powering efficiencies in your practice.

A single source of truth

Xero creates the basis for a fully integrated app system, no data inconsistencies, easily traceable information.

Xero Practice Manager

Xero Practice Manager makes managing your client data and jobs effortless. Use our two way integration to save you time.

  • Joint client creation

    Whenever you create a client in XPM, you can auto-create a folder for the that client in SuiteFiles, as well as a sub-folder structure.

  • A single client view

    See all of your client information, emails and SuiteFiles documents in a single place using the XPM documents tab.

  • Template Population

    Use your XPM client data to auto-populate any templated document you have in SuiteFiles.

Learn More

XeroHQ

  • A selected HQ Partner

    SuiteFiles was one of few selected HQ partners, building out our integration to allow you to create a connected practice.

  • Client List Access

    Access your HQ client list to power SuiteFiles template population and more.

  • Automate key processes

    Auto-create client folders, save reports and more.

Learn More

View a SuiteFiles demo

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow

    Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go

    Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.

  • Get paid faster with online invoicing

    Send online invoices to your customers – and get updated when they’re opened.

  • Reconcile in seconds

    Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

SuiteFiles is an awesome extension of the Xero offering – its tight integration with Xero Practice Manager and Microsoft Office 365 beautifully positions SuiteFiles to help organisations who value great client-based document management.

Greg HarrisonDIRECTOR @ BUSINESS CONTINUUM

What's next?

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