IRIS Practice Engine
5.8#25 in accounting practice management softwareWebAPI
VisitIRIS Practice Engine vs Xero Practice Manager
Xero Practice Manager
7.9#1 in accounting practice management softwareFrom 65 NZD a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | IRIS Practice Engine | Xero Practice Manager |
|---|---|---|
| Integrations | The product page says it integrates with financial, CRM, and other third-party applications; it also describes Outlook calendar sync and Power BI and Tableau reporting connections. | Xero lists connections to Xero HQ, Xero Workpapers, Xero Tax and more than 30 third-party proposal, onboarding and document-management apps. |
| Job management | Firms can manage recurring and ad-hoc jobs using due dates, budgets, subtasks, staff assignments, templates, portfolios, and bulk administration. | Users can assign jobs to staff, view schedules and availability, and set task deadlines and milestones. |
| Purpose | IRIS Practice Engine is practice management and workflow automation software for CPAs and accounting firms. | Xero Practice Manager is now integrated into Xero Partner Hub, combining practice management with client and compliance tools. |
| Reporting | It includes standard reports and supports linked SSRS reports, scheduled report batches, and an optional data warehouse for Power BI and Tableau. | Users can run standard reports, customise samples, or create reports about jobs, time, costs, productivity, and recoverable costs. |
| Security | Practice Engine API calls use the same permission rules as its front end, and IRIS advises limiting API users to necessary permissions and keeping credentials confidential. | Xero states it is certified compliant with ISO/IEC 27001:2022 and encrypts information in transit and at rest. |
IRIS Practice Engine plans
No prices published.
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 IRIS Practice Engine if…
IRIS Practice Engine is presented for mid-sized accountancy firms and CPAs managing jobs, staff capacity, client compliance, and billing. It may suit firms seeking consultant-led setup and data migration.
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.