App advisory playbooks: Recommending apps
Unlock profit and efficiency for small business clients and grow your practice with the help of Xero’s app playbooks.
Get started on your app advisory journey
With 1000+ apps in the Xero App Store, it can be hard to know where to begin. Find out how to identify which ones best meet client needs.
App advisory playbook
Learn what app advisory is and how to get going, knowing that you’re recommending the right apps.Get the playbook (PDF 17MB)
Cash flow playbook
Set your clients on the path to success by improving their cash flow with the right mix of apps.Get the playbook (PDF 33MB)
Trade and construction app playbook
Identify the best trade and construction apps for your clients, from job and project management to payroll.Get the playbook (PDF 39MB)
Professional services app playbook
Find the most suitable apps to help clients deliver projects, improve cash flow, and manage relationships.Get the playbook (PDF 34MB)
Retail and ecommerce app playbook
Help your clients run smarter retail with the POS, inventory and ecommerce apps that are right for them.Get the playbook (PDF 35MB)
Review the right apps for hospitality clients, including POS, booking systems, employee scheduling and more.Get the playbook (PDF 40MB)
Earn app specialist badges
Complete courses to expand your knowledge, and earn a badge on your Xero advisor directory profile showing that you specialise in that area.
Trade and construction specialist
Deepen your industry knowledge and learn how to match the needs of your trade and construction clients with the right app.View the trade and construction course
Retail and ecommerce specialist
Deepen your industry knowledge and learn how to match the needs of your retail and ecommerce clients with the right app.View the retail and ecommerce course
Professional services specialist
Deepen your industry knowledge and learn how to match the needs of your professional services clients with the right app.View the professional services course
Xero cash flow specialist
Learn how to provide cash flow app advisory services to grow a trusted advisor relationship with your clients.View the cash flow specialist course
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