Streamline The Accounting Process of Service Providers

streamline your processes, optimize your financial management, and drive success and growth in your small business.
Xero for Service Provider 1

Manual Data Entry

Say goodbye to hours of manual data entry. With cloud accounting software like Xero, streamline your process and reduce errors.

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Inefficient Collaboration

Don't let collaboration be a hassle. Xero makes sharing files and working with team members effortless, from anywhere.

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Expenses Tracking

Keep track of expenses effortlessly. With cloud accounting software, easily categorize expenses and ensure nothing gets missed.

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About Xero

Xero is a global small business platform with 3.95 million subscribers which includes a core accounting solution, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to banks and other financial institutions helping small businesses access a range of solutions from within Xero’s open platform to help them run their business and manage their finances. For four consecutive years (2020-2023) Xero was included in the Bloomberg Gender-Equality Index. In 2021 and 2022, Xero was included in the Dow Jones Sustainability Index (DJSI), powered by the S&P Global Corporate Sustainability Assessment. Xero is a FIFA Women’s Football partner. Visit for more information.

Top 8 Powerful Xero Features for Service Provider

Cloud accounting software that fits perfectly for professional service providers


Online Invoicing

Ensure positive cash flow by sending quotations and invoices online with options of online payment

CIMB Bank to Xero

Easy Bank Reconciliation

By connecting to CIMB, match your sales invoices with bank transactions and get real-time info on outstanding invoices

Xero Dashboard

Xero Dashboard

Provides you with a quick glance to understand current business situations with facts, figures and charts

Claim Your Expenses

Claim Your Expenses

Xero’s expenses app enables you to submit claims via mobile app, speeding up the process of claim approve



Provides you with various detailed financial reports. E.g Profit & Loss Account, Balance Sheet at your fingertips

Power Search

Power Search

You can use the power search in Xero Cloud Accounting Software to extract business information

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Customizable features and integrations to support expanding service offerings and client bases

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Data Security

Xero ensures encryption and secure cloud storage of financial data

Frequently Asked Questions

Xero offers tailored accounting features designed to meet the needs of service providers. With invoicing, expense tracking, and real-time financial insights, Xero enables you to manage your finances efficiently, track income and expenses, and make informed decisions to drive business growth.

Yes, Xero integrates seamlessly with popular scheduling and billing software used by service providers. By connecting Xero with your scheduling and billing systems, you can streamline data flow, automate invoicing, and ensure accurate financial records for your service-based business.

Absolutely! Xero offers project tracking and time billing features that enable you to track project costs, record billable hours, and invoice clients accurately. With Xero, you can streamline project management, track profitability, and ensure timely invoicing for your service-based business.

Absolutely, Xero's versatility extends to businesses of all scales. Whether you operate independently as a freelancer, manage a small consultancy, or oversee a bustling service-based agency, Xero provides adaptable solutions tailored to your specific requirements, fostering seamless growth and development.

Xero for Service Provider 2

CALTRiX is a Gold XERO Champion Partner in Malaysia.

Having helped more than hundreds of clients make their transformations, the CALTRiX team is more than familiar with the XERO Cloud Accounting Software in Malaysia and the best ways to maximize its impact on your business.

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