Here’s a look at 5 Xero apps, recommended by our team, that can help streamline your business operations and boost productivity in 2025.
1. AutoEntry
Best For: Automating Data Entry for Invoices, Receipts, and Bills
AutoEntry is an incredibly efficient app for automating data entry tasks. Whether it’s invoices, receipts, or bills, AutoEntry helps eliminate the tedious manual entry of data, ensuring faster and more accurate processing. The app uses intelligent OCR (Optical Character Recognition) technology to extract key information from documents, which is then automatically sent to Xero. This seamless integration between AutoEntry and Xero ensures that your financial data is always up to date, while saving your team valuable time. With AutoEntry, businesses can eliminate paperwork hassles and focus on more strategic tasks.
2. Dext
Best For: Automating Receipt and Invoice Capture
Dext (formerly known as Receipt Bank) is a powerful app that (like AutoEntry) automates the process of capturing and managing receipts, invoices, and financial documents. With Dext, you can snap a picture of a receipt or document, and the app uses Optical Character Recognition (OCR) technology to extract key data and categorise it for easy entry into Xero. This eliminates the need for manual data entry, saving businesses time while reducing human error. Dext’s seamless integration with Xero ensures that your financial records are always accurate and up to date, making it an essential tool for businesses that want to streamline their bookkeeping process.
As frequent Dext users we can access advanced functionality, allowing us to undertake tasks such as, data diagnostics and health checks, powerful pivot table style reports and reviewing potential issues in the Fixed Asset Register or control accounts.
3. ApprovalMax
Best For: Streamlining Approval Workflows
ApprovalMax is a powerful app designed to streamline approval workflows for purchase orders, bills, and invoices. It integrates directly with Xero, enabling businesses to automate the approval process while maintaining control and compliance. ApprovalMax allows for custom approval hierarchies, ensuring that the right people approve financial transactions before they are processed. Whether you’re working with a small team or a larger organisation, ApprovalMax helps businesses save time, reduce errors, and maintain proper financial oversight. This app is ideal for businesses looking to automate their approval workflows and enhance visibility into their financial operations.
4. Futrli
Best For: Financial Forecasting and Reporting
For businesses looking to gain a deeper understanding of their financial health and plan for the future, Futrli is an invaluable tool. This app offers powerful forecasting, budgeting, and reporting capabilities that integrate seamlessly with Xero. Futrli helps business owners and financial teams visualise cash flow, track key performance indicators (KPIs), and create accurate financial forecasts based on real-time data. With its intuitive dashboard and user-friendly interface, Futrli makes it easy to keep an eye on your financial performance and make informed decisions to drive growth. It’s especially useful for businesses that need to plan for the future with confidence.
5. Capitalise
Best For: Accessing Business Financing and Funding Solutions
For businesses in need of financing, Capitalise offers a seamless integration with Xero to help you find and access funding options. Capitalise provides a range of financing solutions, including loans, lines of credit, and invoice financing. The app pulls financial data directly from Xero to provide a clear picture of your business’s financial health, helping you identify the best funding options available. Whether you’re looking to expand, invest in new projects, or manage cash flow, Capitalise helps simplify the process of securing business financing. It’s an essential tool for businesses looking to unlock growth opportunities and manage their financial needs more effectively.
Can’t find the app you need? Go bespoke!
If you can’t find an app that fits your specific needs in the Xero marketplace we can help. From creating customised templates for items such as invoices and reports to the bespoke coding and development of a fully customised solution, we have the in-house technical expertise to support you.
Final thoughts
Integrating the right apps with Xero can significantly enhance efficiency, accuracy, and decision-making for your business.
The apps featured in this article – Dext, AutoEntry, ApprovalMax, Futrli, and Capitalise – offer powerful solutions to automate routine tasks, improve financial visibility, and streamline workflows. By leveraging these apps, businesses can focus more on strategic growth while leaving the day-to-day financial operations to technology.
We are an experienced team of Xero Certified Advisors ready to help you build a custom Xero ecosystem to improve your business’s financial management and overall efficiency in 2025 and beyond. Contact us to discuss how we can help.
Award-winning chartered accountants offering tax, audit and advisory services.