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.

Two small business owners sit at a table discussing accounts with their advisor while using Xero on a laptop.

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)
The app advisory playbook cover featuring an advisor standing and smiling.

Industry playbooks

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)

Hospitality playbook

Review the right apps for hospitality clients, including POS, booking systems, employee scheduling and more.

Get the playbook (PDF 40MB)
Covers of the Xero industry playbooks feature small business owners at work.

More resources to help your practice

Accountant & bookkeeper guides

Get the tips, tricks and essentials for the success of your practice.

View guides

Industry performance reports

Benchmark your practice against other firms and see how Xero partners stack up against the wider industry.

Compare your firm

Advisor directory tips

Get in front of the thousands of businesses who search the Xero advisor directory each month.

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