Xero Practice Manager

Xero Practice Manager (XPM) is Xero's job and practice management tool for accounting and bookkeeping firms. Xero now sells it as Practice Management inside its Partner Hub platform. Firms build jobs from customizable templates, assign them to staff, and set deadlines and milestones. Managers can see staff schedules and track work in progress. Time is logged by duration or with a start/stop timer, then turned into progress or final invoices using fixed prices or charge rates with markups. Invoices, client details and payment status sync with the firm's own Xero organisation. Reporting covers standard reports, custom reports on jobs, time, costs and productivity, and a KPI dashboard. Firms can brand their quotes, invoices and engagement letters. The Xero App Store adds proposal, onboarding and document management apps, and Xero Workpapers and Xero HQ connect for compliance work and client insights. A beta AI assistant called JAX can summarize client information. Pricing depends on partner status. Silver, Gold and Platinum Xero partners get it at no extra cost. New and Bronze partners pay USD 149 per month for up to 10 users after a 14-day trial. The trial needs Xero's approval. XPM suits firms whose clients mostly use Xero. Practices on QuickBooks, and teams that want general project management, will find it narrow. Reviewers also call the interface dated, say reporting often has to be exported to Excel or Power BI, and note that it has no built-in CRM or full document management.