What are Xero add-ons?

Xero add-ons are tools that extend Xero’s functionality, helping automate processes, reduce manual work, and improve accuracy.

From purchase invoice processing and expenses to job costing, stock, and timesheets, add-ons can transform how efficiently your business runs — when the right ones are chosen and set up correctly.

How we help you choose the right Xero add-ons

Our add-on development service follows a structured process designed to help you choose the right tools, set them up correctly, and use them with confidence.

Step 1 - Free Scoping Session

With so many Xero add-ons available — many offering similar features — choosing the right solution starts with understanding how your business actually works.

What we cover

  • Your current systems and processes

  • The challenges or inefficiencies you’re experiencing

  • What you want to improve, automate, or gain visibility over

  • Any constraints around budget, reporting, or growth

What this gives you

  • Clear, documented requirements

  • Confidence that any recommendation is practical and relevant

  • No sales pressure — just clarity

The scoping session is:

  • Free of charge

  • No obligation

  • Typically around 30 minutes

Following the session, we’ll confirm whether add-on support is appropriate and, if so, outline the next steps under a fixed-price proposal.

No obligation. Tell us about your current setup and what you’re trying to achieve.

Step 2 – Research & Shortlisting

We independently research and shortlist add-ons that genuinely fit your needs.

  • Assess tools against your requirements, systems, and budget

  • Filter out over-engineered or poor Xero integrations

  • Clarify priorities where needed

Outcome
A clear shortlist of add-ons that fit your business

Step 3 – Research Report & Clear Options

We present our findings in a clear, practical report.

What you receive

  • Add-ons reviewed

  • How each option meets your requirements

  • Key differences, limitations, and costs

We focus on clarity — so you can make an informed decision with confidence.

Outcome

Confidence to choose the right add-on

Step 4 – Installation & Integration (Optional)

If you decide to proceed, we can support the setup and integration of your chosen add-on.

Options

  • Fully managed – we handle everything end-to-end

  • Guided support – you complete setup with our assistance

  • Blended approach – responsibilities agreed upfront

Our focus is ensuring the add-on works correctly with Xero from day one.

Outcome

A correctly integrated, working system

Step 5 – Training & Ongoing Support

Once your add-on is live, we provide training and support to ensure your team can use it confidently and effectively.

Support includes

  • Training sessions (online or on-site)

  • Go-live support

  • Ongoing assistance as your needs evolve

This ensures the add-on continues to deliver value — not just at launch, but as your business grows.

Our goal isn’t just to add software — it’s to ensure your systems genuinely support how your business operates.

Ready to explore the right Xero add-ons?

We’ll start with a free scoping session — no obligation.

Just some of the add-ons we consider for our clients