Find the Right Apps to Power Your Business
We match your business needs with the right tools. Saving you time, money, and endless trial and error.
Is This You?
Common Challenges We See
- Spending hours scrolling the Xero App Store without knowing which apps are a good fit
- Choosing software based on features or price, only to find it doesn’t work for your processes
- Using spreadsheets or manual workarounds because your current tools don’t integrate properly with Xero
- Wasting money on subscriptions that never get fully implemented or adopted
- Feeling overwhelmed by too many options and too little guidance
How Our Xero App Advisory Service Helps
- Independent advice on the best apps for your business needs
- Recommendations tailored to your industry and workflows
- A structured framework to evaluate options and avoid costly mistakes
- Advice on integration, scalability, and long-term fit
- Vendor-agnostic guidance you can trust, with no hidden agenda
Perfect For…
Business
Owners
If you’re growing and want better visibility, efficiency, or control, we’ll help you find the right apps to support your business. Everything from project management to cash flow forecasting
Accountants
& Bookkeepers
We support practices that want to recommend apps to clients but don’t have the time or expertise to research every option. You get to add value without the extra workload
Operations & Finance Managers
For those responsible for improving workflows or managing software decisions, our Xero App Advisory gives you clarity on the tools that will actually deliver results
What’s Included in Our Xero App Advisory
Discovery
We start by understanding your business, your current pain points, and where you want to be. This includes mapping out your workflows and identifying gaps.
App Shortlist
Using our knowledge of the Xero ecosystem, we create a tailored shortlist of apps that best fit your needs. Each option includes pros, cons, and “best for” recommendations.
Recommendations
We provide a clear, structured recommendation with practical reasoning, not just a list of names. You’ll understand exactly why each app was chosen and how it fits into your wider stack.
Next Steps
Whether you need help setting up a trial, managing vendor demos, or moving straight into implementation, we’ll guide you through what comes next.
Other Services
Many clients combine App Advisory with our Xero App Implementation, Xero App Support, or Xero Training services.
Initial Call
We discuss your challenges, goals, and the outcomes you want from Xero App Advisory. This helps us get clear on what success looks like for you, so every recommendation is tied to real business needs.
Workflow Review
We map your current processes and identify inefficiencies or gaps. By understanding how your team actually works, we can pinpoint where apps can deliver the biggest impact.
App Research & Shortlist
We create a tailored shortlist of apps suited to your needs. You’ll see the best options side by side, with pros, cons, and use cases explained in plain English.
Advisory Report
You’ll receive a clear set of recommendations, with a suggested tech stack. This gives you a roadmap for change, showing not just what to use, but why it fits your business.
Implementation Planning
If required, we can support you with setup, migration, and training. That way, your chosen apps don’t just stay on paper, they get rolled out, adopted, and embedded into daily use.
How It Works
What our clients say
Why Choose Us
Xero Ecosystem Experts
We specialise exclusively in the Xero app ecosystem, so our knowledge is deep, not surface-level.
Vendor-Agnostic Advice
We don’t take shortcuts or commissions that compromise our advice. Our recommendations are based on fit, not incentives..
Practical, Actionable Guidance
You’ll get clear, structured advice with next steps, not vague suggestions or generic lists.
Long-Term Focus
We recommend apps that will grow with your business, avoiding short-term fixes that cause long-term headaches.
FAQs
Frequently asked questions
How is this different from just using the Xero App Store?
The App Store gives you options, but no guidance. We translate those options into a practical shortlist that fits your business, saving you time and reducing risk
Do you have preferred apps you always recommend?
No, every business is different. While we know which apps are strong in certain industries, our advice is always tailored to your workflows and goals.
What kinds of apps can you advise on?
Everything from project management and inventory to reporting, approvals, and payments. If it connects to Xero, we can advise on it.
How long does the process take?
Most advisory projects take around 1–2 weeks, depending on complexity. Larger projects or multi-app stacks may take longer.
Can you help with setup after the advisory?
Yes, many clients ask us to implement and support their chosen apps after the advisory phase. This ensures recommendations turn into real, working solutions.
