Practice Tools

Start connecting your Xero client data to Excel, so you can spend less time doing repetitive, boring stuff! Use the DataDear Excel add-in to refresh your Excel reports, with Xero data, with 1 click. Create or Edit invoices, bills, bank transactions and journals in Excel and push them in bulk to Xero, with 1 click, directly within Excel. Learn how DataDear can address the Making Tax Digital / Excel challenge with minimal effort as a long-term solution.

Fluidly is defining the new category of Intelligent Cash flow, to help business owners sleep better at night and provide visibility of their financial future. Historically, cash flow management has been stressful, time-consuming and expensive. Fluidly provides the only AI-powered cash flow forecast that requires no modelling whatsoever, using transaction-level detail to produce an accurate financial prediction in minutes.

Silverfin is the cloud accounting platform that makes running your firm easier today and you can build your future on. A single hub for client data, automated accounting and compliance workflows, and the analytics and reporting tools you need to power your advisory services - all in one cloud platform.

Make the intelligent choice with CaseWare. Trusted by over 300,000 accountants worldwide, we provide intelligent, easy to use cloud and desktop software, designed to enhance and drive practice efficiency. Easily import Xero data into CaseWare Cloud, accelerating the tasks accountants and auditors can perform, saving valuable time when working with Xero clients. 

Clarity is the global advisory platform: making business simple. Using blockchain, AI and machine learning we are; helping small business owners build a better business through our step-by-step guides, understand their numbers and helping them access the cash, funding and investment they need to grow and scale profitably.

SmartVault is a GDPR-compliant, file sharing and management solution for accountants. We provide a single platform to manage, share and e-sign files. Our bespoke folder structures and email templates are designed specifically for the financial sector, with bank-level encryption in-transit and at rest. Our client portal can be branded to your own specifications and we employ granular security permissions across all documents.

MyWorkpapers is a knowledge distribution and workflow execution platform, centred around best practice ‘workpapers’ and client engagement files. It can be used for any engagement, as it is complete with checklists, workflows, tasks and a library of integrated excel documents with Office Online, also for any period – monthly, quarterly, year-end and audits of all types. Our content is flexible, to work the way, accountants work.

Take control of your Xero data with Xavier Analytics; spot data anomalies, track key liabilities and prioritise your clients to take action and empower advisory. Xavier guides your team members through a process of data cleanup, compliance checks and activity insights, leading to cleaner accounts, faster filing and accurate reporting.

Voted Practice Management Software of the Year 2019, Senta will help you grow faster, operate better, and deliver great service – with CRM, workflow, emailing, automation, integrations and the most friendly client portal yet. It’s totally unlimited and completely customisable. Visit for a free 30-day trial.

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