Xero
by Xero Limited
Cloud accounting with unlimited users, 1,000+ app integrations, and project tracking for growing contractor businesses.
Highlights
Capabilities
About This Product
Xero is a cloud-based accounting platform offering invoicing, bank reconciliation, expense tracking, and project-level cost tracking for contractors. With no charge for additional users and over 1,000 integrations, Xero scales well for growing HVAC businesses managing multiple crews and needing real-time financial visibility from the field via mobile app.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.5
Features 7.4
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
101 features confirmed across
15categories· Showing confirmed capabilities only
Invoicing & Payments17features
InvoicingAutomated invoicingPayment ProcessingTap to Pay contactless paymentsApple Pay IntegrationInvoice Payment IntegrationAuto Calculate Taxes And FeesSales tax automationFlexible Payment GatewayPayment Service IntegrationsInvoice Status TrackingInvoice status trackingInvoice TrackingInvoice TrackingMulti-Currency SupportMulti-currency support
Show 9 more
Online Account Management for Payments and StatementsOnline payment acceptanceProfessional InvoicingProfessional Invoice TemplatesQuoting And InvoicingSend quotes and invoicesAutomated Past Due Payment RemindersAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsCheck and Form Printing with Fraud MonitoringInvoice and Collection MonitoringCustomer payment trackingCustomizable Credit NotesCustomizable credit notesContactless Payments
Platform & Customization17features
Activity FeedTransaction MonitoringData ImportBank PDF importField Data IntegrationOperational data integrationThird-Party IntegrationBank connectionsUnlimited Sub UsersUnlimited UsersTwo-Factor AuthenticationMulti-factor authenticationCross-Platform SupportCross-Platform Sync
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Customizable HomepageNear Real-Time Access to Critical InformationOnboarding SupportTeam CollaborationDesign CollaborationReal-Time CollaborationDocument ManagementDocument UploadIntegrations MarketplaceApp Store IntegrationsCustom BrandingCustomizable homepageConstruction ERPConstruction accounting
Accounting Integration15features
Accounting IntegrationExpense trackingAutomated PayrollPayrollAuto Expense CategorizationExpense claimsBank ServicesBank FeedsCash Flow ForecastingCash flow forecastingCash Flow ManagementCash Flow MonitoringClaim ExpensesClaim expensesBill And Pay Rate Management
Show 7 more
Instant Bank ReconciliationsW-9 and 1099 ManagementW-9 and 1099 managementBudgetingCash flow forecastingAccounts PayablePhoto-based expense captureAccounts ReceivableReconcile bank transactionsAI Bill ScanningCapture bills and receipts with HubdocAutomated AllocationsAuto-reconcile
Reporting & Analytics11features
AnalyticsData visualizationReportingCustomizable dashboardsBenchmarking ReportsIndustry BenchmarkingBusiness Vitals ScoringBusiness health score indicatorsCustomer Profitability TrackingCustomer Payment TrackingMap Based Data VisualizationData VisualizationsWhat-If Scenario AnalysisScenario planningAutomated Dashboards and System Status Reports
Show 3 more
Graph and Table Data VisualizationBusiness EvaluatorBusiness health scoringEconomic AnalysisScenario planning
AI & Automation10features
AI SupportJAX AI financial superagentAdvanced AI Reasoning ModelsAnthropic Claude IntegrationAI Executive AssistantJAX AI financial assistantAI Powered Expense AutomationExpense claims managementAI Agent BuilderMulti-Agent OrchestrationAI InsightsAI Powered Prompts and RemindersAutomated Invoice RemindersAI Enabled Compliance ManagementFraud detection
Show 2 more
Automation RulesMulti-agent orchestrationAI AssistantsAnthropic Claude Integration
Scheduling & Dispatch6features
Work OrdersMobile job managementSchedulingCross-platform syncProject ManagementProject trackingJob Record KeepingJob Stage TrackingXero Projects job trackingJob Status and Duration Tracking
Estimating & Quoting4features
Quoting & EstimatesCloud-based invoicing and quotesBid Capture and ManagementHubdoc receipt and bill captureUnlimited Zones per ProjectUnlimited UsersQuotes and Bid Approval
Mobile & Field Tools4features
Digital Field Data Capture with Date, Time, and Username StampsHubdoc Data CaptureMobile Time Capture with Automated T&M BillingMobile Bill CaptureTechnician Mobile AppMobile appAuto Data Entry
Technician Management4features
OnboardingPersonalized onboardingTime TrackingTime TrackingBusiness Account DashboardAccounting dashboardTraining CoursesBenchmarking
Training & Education3features
Business Management & OperationsBusiness insightsLifetime AccessUnlimited user accessMobile-Friendly LearningCross-platform mobile app
Customer Communication2features
NotificationsPayment remindersCustomer Support24/7 online support
Inventory Management2features
Inventory ManagementInventory managementPurchase OrdersPurchase orders
Equipment & Asset Management2features
Asset ManagementFixed asset managementRemote MonitoringInvoice status tracking
CRM & Sales2features
CRMCustomer managementSales AutomationSales automation
Compliance & Safety2features
Code Enforcement TrackingCompliance workflowAudits And Compliance
Integrations 2 across 2 categories
Accounting 1
Hubdoc
Communication 1
WhatsApp WhatsApp
Pricing
- Model
- Subscription
- Starting at
- $5/mo
