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Athena Workflow vs Xero Practice Manager

What both publish

FactAthena WorkflowXero Practice Manager
IntegrationsListed 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 Capterra5.0 out of 5 from 1 review4.4 out of 5 from 3,332 reviews
ReportingRole-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.
SecurityThe 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.

Athena Workflow plans

  • Tier 1$300 a month
  • Tier 1$599 a month
  • Tier 2$600 a month
  • Tier 2$999 a month
  • Tier 3$1,200 a month
  • Tier 3$2,499 a month

Xero Practice Manager plans

  • Silver, Gold or Platinum partnerFree
  • 1 user65 NZD a month
  • One user65 NZD a month
  • 3 users99 NZD a month
  • Three users99 NZD a month
  • Up to 10 users149 NZD a month

Pick Athena Workflow if…

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.

Pick Xero Practice Manager if…

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.

Charts they share