
Athena Workflow
7.2#7 in accounting practice management softwareFrom $300 a monthAndroidiOSWeb
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| Fact | Athena Workflow | Xero Practice Manager |
|---|---|---|
| Integrations | Listed integrations are QuickBooks Online, Drake Tax, BoldSign, Google Calendar, Outlook Calendar, and Plaid. | Xero lists connections to Xero HQ, Xero Workpapers, Xero Tax and more than 30 third-party proposal, onboarding and document-management apps. |
| Rating on Capterra | 5.0 out of 5 from 1 review | 4.4 out of 5 from 3,332 reviews |
| Reporting | Role-based dashboards provide capacity and workload views, customizable reports and CSV export. | Users can run standard reports, customise samples, or create reports about jobs, time, costs, productivity, and recoverable costs. |
| Security | The security page states that data is encrypted with TLS 1.2 in transit and AES-256 at rest, and that payment processing is PCI Service Provider Level 1 compliant via Stripe. | Xero states it is certified compliant with ISO/IEC 27001:2022 and encrypts information in transit and at rest. |
It is built for accounting firms managing recurring work, client documents, deadlines, staff capacity, and firm-client communication. The included onboarding and training suit firms wanting implementation assistance.
Xero Practice Manager suits accounting and bookkeeping practices in Xero’s partner program that need to coordinate jobs, record time and bill clients. It may also fit firms seeking reporting, configurable workflows and links to Xero accounts.