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Xero

by Xero Limited

Cloud accounting with unlimited users, 1,000+ app integrations, and project tracking for growing contractor businesses.

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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
7.0
Value
5.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

81 features confirmed across 14categories· Showing confirmed capabilities only

Accounting Integration15features

Accounting IntegrationExpense trackingAutomated PayrollPayrollAuto Expense CategorizationCash Flow ForecastingBank ServicesBill And Pay Rate ManagementCash Flow ManagementClaim Expenses
Show 7 more
Instant Bank ReconciliationsW-9 and 1099 ManagementBudgetingCash flow forecastingAccounts PayablePhoto-based expense captureAccounts ReceivableReconcile bank transactionsAI Bill ScanningCapture bills and receipts with HubdocAutomated Allocations

Platform & Customization14features

Third-Party IntegrationBank connectionsActivity FeedCross-Platform SupportCross-Platform SyncCustomizable HomepageDesign CollaborationReal-time collaborationField Data IntegrationNear Real-Time Access to Critical Information
Show 6 more
Onboarding SupportTeam CollaborationTwo-Factor AuthenticationUnlimited Sub UsersIntegrations MarketplaceData ImportBank PDF import

Invoicing & Payments13features

InvoicingAutomated invoicingPayment ProcessingTap to Pay contactless paymentsInvoice Status TrackingApple Pay IntegrationInvoice Payment IntegrationAutomated Past Due Payment RemindersAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsCheck and Form Printing with Fraud MonitoringCustomizable Credit Notes
Show 5 more
Flexible Payment GatewayOnline Account Management for Payments and StatementsQuoting And InvoicingContactless PaymentsMulti-Currency SupportUse multiple currencies

Reporting & Analytics10features

AnalyticsData visualizationReportingCustomizable dashboardsAutomated Dashboards and System Status ReportsCustomer Profitability TrackingGraph and Table Data VisualizationMap Based Data VisualizationWhat-If Scenario AnalysisBenchmarking Reports
Show 2 more
Business EvaluatorBusiness health scoringEconomic AnalysisScenario planning

AI & Automation7features

AI SupportJAX AI financial superagentAdvanced AI Reasoning ModelsAI Agent BuilderAI Executive AssistantAI InsightsAI Powered Expense AutomationAutomation RulesMulti-agent orchestration

Scheduling & Dispatch4features

Work OrdersQuote creationProject ManagementProject trackingJob Record KeepingJob Status and Duration Tracking

Mobile & Field Tools4features

Digital Field Data Capture with Date, Time, and Username StampsMobile Time Capture with Automated T&M BillingTechnician Mobile AppAuto Data Entry

Estimating & Quoting3features

Quoting & EstimatesCollaborative reportingBid Capture and ManagementQuotes and Bid Approval

Customer Communication2features

Customer SupportNotificationsAutomated payment reminders

Inventory Management2features

Inventory ManagementInventory managementPurchase OrdersBank reconciliation

Technician Management2features

OnboardingOnboarding specialistsTraining CoursesBenchmarking

CRM & Sales2features

CRMCustomer managementSales AutomationSales automation

Compliance & Safety2features

Code Enforcement TrackingCompliance workflowAudits And Compliance

Training & Education1feature

Mobile-Friendly LearningCross-platform mobile app

Integrations 2 across 2 categories

Accounting 1
Hubdoc
Communication 1
WhatsApp

WhatsApp

Pricing

Model
Subscription
Starting at
$5/mo

Related Products 9 across 1 category