The platform for scalable, higher-value advisory

Unlock more capacity, grow your practice, and deliver stronger client advice with tools built for modern accounting and advisory practices. Xero, Syft Analytics, and Melio work together so you can serve every client and move beyond compliance work with confidence.

Practices offering advisory are growing faster

The numbers are clear — and Xero Partners are already proving it.

17% Faster growth for advisory firms.*
91% Say advisory makes them look more knowledgeable.**
90% Say advisory improved client retention.**
88% Say advisory increased client trust.**

Discover more industry insights

Many practices know advisory matters

The challenge is turning that ambition into a more profitable, repeatable model — without adding headcount or rebuilding your tech stack.

Is capacity holding your practice back?

Xero helps automate your workflow, so you can spend more time delivering advice that clients will pay for.

Are disconnected tools costing you confidence

Xero brings your client data into one place, so you can trust the numbers and advise with confidence.

Does advisory feel hard to scale?

Xero helps give your practice training and integrated tools — so you can expand advisory services.

Find your next advisory step

Whether you’re getting started or already delivering advisory and looking to scale, identify where you are and see exactly what to do next.

Digitize your practice
Launch simple advisory
Expand advisory services

Optimize your practice

Build the foundation for advisory by cleaning up workflows and creating one connected source of truth across your practice. Services at this stage:

Bookkeeping standardization
Bank reconciliation & data capture
Basic cash flow visibility
Compliance & reporting

The Xero accounting platform is built to support every step of this.

Start optimizing your practice

Launch simple advisory

Start with practical services clients already need — recurring, structured, and repeatable. Services at this stage:

Cash flow guidance & monitoring
Management reporting
Budgeting & basic forecasting
Spend management, AR/AP oversight & bill pay support
Payroll management

With Xero, Melio, and Xero Payroll (powered by Gusto) working together, you get a connected view from cash flow to payroll — all in one plac

Get started with advisory today

Full advisory services

Expand into a mature, full advisory model with advanced insights, defined packages, stronger pricing, and a broader revenue mix. Services at this stage:

Advanced financial planning & analysis
Multi-entity consolidations
Scenario planning & benchmarking
Predictive analytics
Strategic payroll & workforce advisory

With Xero, Syft, Melio, and Xero Payroll (powered by Gusto) working together, you get the end-to-end insight to deliver advisory at every le

Start expanding advisory services

The tools that power your advisory practice

Built to work together or standalone, these tools support all stages of your advisory service, no matter what platform your clients are on.

Syft Analytics
From reporting to scenario planning, Syft gives you the depth to advise with confidence across your whole client book.
Melio
Automate AP workflows and reduce manual work — so bill pay becomes a structured, scalable part of your advisory offer.
Xero Payroll (powered by Gusto)
Automate payroll and tax filings and turn payroll management into a recurring, high-value advisory service.

Content to level up your advisory capability

Xero is here to help, no matter your experience level. Explore free resources below for helpful tips and steps to get you to the next level.

SOTI report
Get the insights shaping the US accounting landscape — and what they mean for your advisory practice.
What advisory model is best for our practice?
Explore service models and billing strategies to structure client offerings that both resonate and drive revenue.
6 areas clients urgently need your advice
Discover small business pain points where your advisory expertise can deliver real value and build trust.
Grow without adding new clients
Discover how firms expanded their service offerings and boosted revenue with their existing client base.
How to win new clients when you hate to sell
Learn how offering genuine value and building trust can be a powerful client acquisition tool.
Already advising? You should charge for it
Learn why clients place greater value on paid advice, and the importance of charging for your expertise.