Xero HQ Logo

Firm size

  • Small
  • Medium
  • Large

Functionality

Alert, App, Bill, Docs, KPIs, Plan, Report, Time, Workflow

Integration

Xero, Workflow Max, Boma, datamolino, Expensify, Fathom, Futrli, Practice Ignition, Receipt Bank, Spotlight Reporting, SuiteFiles, Hubdoc

Free trial

Yes

Pricing

HQ: Free

Practice Manager: Free for silver partners and above. For partners below silver status £99/mo.

User reviews

4
(31 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Xero Practice Manager integrates client and invoice information with your Xero client list via Xero HQ
  • Built-in timer records time against clients as you work. Or you can enter details as you go against jobs and tasks
  • Converts work-in-progress records to invoices and bill clients directly from within Xero Practice Manager
  • Real-time job and WIP tracking reports on ongoing jobs and work in progress
  • Report builder can generate custom reports on clients, jobs and timesheets
  • Xero HQ links with nine leading practice apps to unify shared data and activity feeds
  • Xero HQ includes staff access controls for client lists in Xero and associated apps
  • Companion WorkflowMax app provides remote data to client data, job costs and work milestones

Product screenshots

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What Xero says

Xero Practice Manager

Xero Practice Manager is our comprehensive practice management solution. It provides client and job overviews, powerful practice reporting including service line analysis and profitability, Work-In-Progress ledger, timesheet, billing & debt management.

Xero HQ

Xero HQ is the hub for providing superior client services, and ties all Xero’s partner tools and plans (Practice Edition, Workpapers, and Practice Manager) together.

It gives clear visibility and insights across all of a practice’s clients, timely alerts about their clients’ needs and connects with leading apps to speed up data capture and deliver powerful end to end forecasting.

Our activity feed helps to keep an eye on all your client and practice activities. See when there are transactions to reconcile, activity statements to file, workpapers to attend to and more.

Our practice functionality lets you easily onboard new staff and clients, and manage your staff access to your client list.

HQ Ask is a simple way for you to engage clients and get the information you need by asking them the right questions and giving them a pain-free way to respond.

Xero Report Templates are powerful customisable templates that use up-to-date information right out of your client’s accounts.

Available to Bronze partners and above the Xero Advisor Directory helps small businesses find an accountant that’s a good fit for them.  

Unique to Xero, HQ Explorer gives you more powerful insights into your clients connected apps, banks and industry, so that you can offer better advice or start offering new services to your clients.

What users say about Xero HQ and Practice Manager

Read user reviews

    Pros

  • “The ability to add in custom data and report over different levels”
  • “Easy time reporting system”
  • “Repeating jobs and invoicing”
  • “Easy to use and very flexible to manage”
  • “Links to Xero and Practice Ignition, no cost, easy to customise”
  • “It’s free when using Xero”
  • “The app”

    Things you might change

  • “Reporting could be better”

Functionality

3.9

    Pros

  • “The ability to add in custom data and report over different levels”
  • “Repeating jobs and invoicing”
  • “Links to Xero and Practice Ignition, no cost, easy to customise”

    Things you might change

  • “Reporting could be better”
  • “I would like to be able configure what I would like see, at the moment that is very limited”
  • “Better filtering”
  • “The email system doesn't sync with Office 365”

Ease of use

3.6

    Pros

  • “Easy to use and very flexible to manage”
  • “Easy time reporting system”

Value for money

4.6

    Pros

  • “It’s free when using Xero”
  • “Links to Xero and Practice Ignition, no cost, easy to customise”

What AccountingWEB says

Xero is best known as the global cloud application that disrupted the traditional model of PC accounting. The developer has had a long, on-off flirtation with practice tools that saw it acquire WorkflowMax in 2012 and roll out Xero Practice Manager a couple of years later.

As new specialist apps sprang up, Xero stepped back from the specialist practice marketplace to concentrate on global expansion, but was back on the scene in 2017 when it introduced its Xero HQ application platform. Xero HQ established a new practice ecosystem, based around its selection of best of breed apps for forecasting/reporting, data capture and client communications.

With such a strong set of partners, and the growing complexity of UK practice requirements, there are a lot of reasons to dissuade Xero from pushing further into specialist pratice tools. But if/when the UK tax regime goes fully digital, the circumstances may encourage Xero to add functionality and new integrations that extend its appeal to practitioners.

User reviews (8)

About the reviews
Filter by
4
Bookkeeper/Accounts assistant/Clerk/Administrator, Less than £250k
30 May, 2018

What do you like?

Time capturing

What would you change?

It’s not easy to understand
3.5
Chairman/Company Secretary/Non-Exec director, Less than £250k
24 May, 2018

What do you like?

Adaptability

What would you change?

Ease of use
4.5
MD/CEO/General Manager/Director, £500k-£999k
22 May, 2018

What do you like?

Works with Xero

What would you change?

Better filtering
5
Practice Manager, £500k-£999k
21 May, 2018

What do you like?

The ability to add in custom data and report over all different levels.

What would you change?

Further ability to change user rights at a more detailed level.
3.8
Management Accountant/Accountant, Less than £250k
21 May, 2018

What do you like?

it is free when using Xero

What would you change?

I would like to be able configure what I would like see. At the moment that is very limited

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