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.
SuiteFiles' integrations with Xero, HQ & Xero Practice Manager help streamline business processes
Why Xero + SuiteFiles?
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.
Use your XPM client data to auto-populate any templated document you have in SuiteFiles.
A selected HQ Partner
SuiteFiles was one of few selection 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.
”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