Xero Practice Manager
Xero Practice Manager: A strong Xero-aligned practice manager with a useful free eligible-partner plan. Ranked #14 of 29 in Accounting Practice Management Software by our editors (7.9/10); pricing: Free plan · 14-day trial; best for xero-aligned firms wanting a free eligible plan.
At a glance
- Editor score7.9 / 10
- PricingFree plan · 14-day trial
- Best forXero-aligned firms wanting a free eligible plan
- Free planYes
- Facts checked19 Sep 2026
Where it wins
- Free for eligible Xero partners at silver, gold, or platinum status
- Connects jobs, time tracking, invoicing, deadlines, workflows, and reports
- Syncs invoice and client data across the Xero ecosystem
Where it doesn't
- Free access is limited to eligible Xero partners
- No verified client portal, document, or capacity features
- Web-only access may not suit firms needing other platforms
Our verdict on Xero Practice Manager
Xero Practice Manager is cloud-based practice management software for accounting and bookkeeping practices. It gives firms tools to assign jobs and tasks, schedule staff, track deadlines and milestones, record time, convert recorded work into invoices, and generate custom or standard reports. Teams can also configure workflows, job statuses, categories, templates, and custom-branded documents. It is aimed at practices that want operational work management closely connected to Xero, particularly firms already working within the Xero ecosystem.
Pricing is structured as freemium. Xero partner practices at silver, gold, or platinum status can use the product at no charge. New and bronze partners receive a 14-day trial before moving to a paid subscription. Paid options are available for 1 user, 3 users, and up to 10 users, with prices shown in NZD and excluding GST; the listed starting price is NZD 65. This makes the eligibility-based free plan the clearest reason to consider the product, while firms outside those partner tiers should assess the paid-user structure against their team size.
The product fits practices that need core job management, deadline tracking, time capture, billing, workflow configuration, and reporting in a web application. Its ecosystem connections include Xero, Xero HQ, Xero Workpapers, Xero Tax, and more than 30 third-party apps for proposals, onboarding, and document management. The main boundary is functional breadth: firms seeking a verified client portal, document-management capability within the product, or capacity planning should consider an alternative with those capabilities. Xero-aligned firms with straightforward practice operations should find the feature set more relevant than teams looking for a broader practice operations suite.
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Xero Practice Manager pricing
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Xero Practice Manager fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Client portal | Not verified |
| Workflow automation | Yes |
| Time tracking | Yes |
| Billing and invoicing | Yes |
| Document management | Not verified |
| Deadline tracking | Yes |
| Staff capacity planning | Not verified |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Integrations | 7 integrations: Xero, Xero HQ, Xero Workpapers, Xero Tax, third-party proposal apps, third-party onboarding apps … |
| Pricing | Free plan · 14-day trial (source) |
| Website | xero.com |
| Facts checked | 19 Sep 2026 |
Xero Practice Manager integrations
Xero Practice Manager lists 7 integrations on its own site.
- Xero
- Xero HQ
- Xero Workpapers
- Xero Tax
- third-party proposal apps
- third-party onboarding apps
- third-party document-management apps
Alternatives to Xero Practice Manager
- Financial CentsBroad practice management coverage with a $19 annual-billed starting tier.9.4
- CanopyA broad all-in-one suite with a free entry point and deep firm operations coverage.9.2
- KarbonBroad practice management for established firms, with annual per-user pricing.9.1
See all Xero Practice Manager alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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