The Small Business App Updates Worth Knowing About

We’ve put together some of the recent updates from Xero connected apps and related platforms that all small and medium businesses should know about.

Fathom

Fathom is the complete analysis, reporting, forecasting, benchmarking and consolidation tool. It is a leading app in the Xero ecosystem, having helped thousands of advisors and business owners around the world to gain the valuable insights they need to make better business decisions.

The latest updates from Fathom give you the flexibility to take your three-way cash flow forecast to the next level, with scenario specific assumptions, expanded quick metrics and more forecasting flexibility.

Chargebee

Chargebee is a Recurring Billing platform on top of Stripe, Braintree & other gateways to easily manage Tax Invoices, Subscriptions and much more.

They have now introduced flexible discounting to empower sales teams by giving them the ability to add discounts for each merchant without defining discounts on a site level.

Other updates include Quote to Cash automation, backdated subscription options and invoices, email notifications on chargebacks, A worldwide gateway direct integration & more.

Recurly

Recurly is a leading subscription commerce platform. Their Xero integration automatically transfers transactional data to streamline revenue accounting.

B2b SaaS companies can now automate quote-to-cash with Recurly for Salesforce, with no coding required!

Revolut

The Revolut Business app for Xero allows you to sync Revolut transactions and expenses directly into your Xero account.

July brought several new features to Revoluts’ main digital banking app, such as:

Up to 10% instant cashback and no booking fees whenever you book a worldwide stay straight from your app
Sending crypto easily and within seconds to your friends from the ‘Crypto’ tab in app
0.15% annual interest paid daily when you put some cash into a Savings Vault… make that 0.4% if you upgrade to one of their paid plans!
Send and request money offline with your own personal QR code
Increased international transfer accessibility with the ability to send over 30 currencies to many new countries.

simPRO

The leading end-to-end business management system for trade service, maintenance and project contractors has introduced enhancements for task templates and Gantt charts, automation of the Cook’s Plumbing integration and a contract filter for the Maintenance Planner.

Learn more about simPRO in the Xero App Store.

Chargify

Chargify is a recurring billing and revenue management platform built specifically for B2B SaaS companies.

You can now reactivate cancelled subscriptions with prepayments and service credits. You can also view historical and current allocation of all components and their respective usage for each customers’ subscription in Salesforce.

WorkflowMax

Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

They have now added folders to the quoting feature, which lets you group tasks and costs together into phases, or deliverables, so your customers can clearly know what you’re charging for at each phase. At the same time, you can see the detailed tasks and costs which make up each phase or deliverable that flows into the job.

Xero Analytics Plus

Xero has developed a powerful new tool to bring trusted, insightful data that helps you understand where you are now, and where you might be in the future. It is the next evolution of their short-term cash flow and business snapshot features, with greater customisation and more accurate projections.

Learn more about it in Xero Central.

Sharesight

With Sharesight you can automatically track investment portfolios and synchronise share purchase, sale and dividend data to Xero for easy bank reconciliation.

Their recent updates include 15 minute delayed pricing, the revived community forum and an email notifications page.

RentHQ

A property management software for property managers and landlords that automatically imports your rent income and expense transactions from Xero.

RentHQ now integrates with your Google Drive account and will automatically send all new attachments to your account. You can also set up an automatic database backup to your Google Drive account on a scheduled basis.

Infoodle

Infoodle is made especially for charities and churches. It’s a highly versatile CRM, with donor and fundraising management, Gift Aid, volunteers, email & text, receipting & reporting.

They’ve now updated their email designer with a simpler layout, enhanced control and flexibility, better audience management and comprehensive analytics.