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Top Rated Document Management Software with Xero

Last updated: July 2026

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48 software options

Google Drive logo

Cloud storage and backup for files, photos, docs, and more

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Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

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Veryfi logo

AI OCR APIs to Transform Documents Into Data in Seconds

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Veryfi OCR API & SDK turns unstructured data, such as receipts, bills, invoices, and other documents, into structured data (with line items) in seconds using machine-based data extraction. The platform offers features including a drag and drop processor, document inbox, data export, and more.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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WorkClout logo

# 1 Rated Quality Platform for the Automotive Industry

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WorkClout centralizes document control. digital inspections, corrective actions, safety & quality procedures, knowledge building, and data reporting. Centralize your SOPs and versioning.

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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BoldSign logo

Quick online signature contract securing.

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BoldSign is an enterprise-grade electronic signature application and API with features like bulk sending, document management, and user management. It allows users to easily send eSignature requests and configure their behavior to speed up signing. BoldSign also offers a comprehensive REST API to initiate, track and fulfill signature requests from within custom applications.

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Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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SuiteFiles logo

Where documents, clients, and workflows come together.

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SuiteFiles is the intelligent workspace built for how accounting and professional service firms actually get work done.

Instead of juggling disconnected tools for documents, email, client communication, and workflows, SuiteFiles brings it all into one system.

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Connecteam logo

Enhance employee management with the only all-in-one app

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Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free!

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Cypher IQ logo

Workflow automation software with database integration

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Cypher IQ is a cloud-based workflow automation software designed to help businesses across various industry verticals streamline purchase orders, employee reimbursements, job creation, plant management, contracts, and more. It lets finance teams automate client refund, credit processes, petty cash management, audit trail, and new supplier application.

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IndyForms logo

Automated digital forms and document management

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IndyForms is a digital compliance and business management solution that helps simplify daily operations. It is designed to help businesses develop, store, and access all the forms they need to streamline their processes and maintain compliance. IndyForms features a powerful form builder, interactive design capabilities, and workflow automation tools to boost efficiency and ensure seamless document management.

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Ideagen Procedure Management logo

Unifying compliance, training & ops for multi-sites.

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Stop managing all your important documents in Google Drive or Dropbox! Op Central's online operations manuals system turns those static old manuals into live documents, giving you more control over consistency and compliance.

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Nimbus Portal Solutions logo

Cloud document management (CDM)

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Document Management with Secure Client Portal

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Novunex eQMS logo

Web-based quality management solution

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Novunex eQMS is a web-based solution for quality management designed to address quality issues and streamline compliance and documentation processes. Users can easily manage document control, corrective/preventive action processes, internal audits, training, and supplier management.

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PaperLess logo

Automated invoice processing for accounting tools

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All-in-One Document Management and AP Automation for Sage, Xero, Orderwise & SAP. Automate invoice capture with AI-powered OCR, manage approval workflows, match purchase orders and handle expenses — all in one platform, fully integrated with your accounting system.

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Docusoft CloudFiler logo

Cloud-based document and collaboration management software

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Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.

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DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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Lexzur logo

Enterprise Capabilities End-to-End

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Lexzur is an AI solution for contract & matter workflow automation—built for any team.

It combines two robust modules:
Contra by Lexzur: AI contract lifecycle management and document automation
Practice by Lexzur: AI legal practice management solution

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iSite Lite logo

Web-based real estate property and asset management software

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iSite covers property, assets, facilities, projects, and programs management and combines data to deliver real-time insights. Key features include CRM, billing & invoicing, data capture & management, referral & activity tracking, client & task management, tenant portal & tracking, file sharing, and more.

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iSite logo

Complete visibility and control of your Properties & Assets.

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iSite is a cloud-based, configurable asset management platform, bringing together properties, assets, leases, maintenance, projects, and more. With powerful reporting, mobile access, and seamless integrations, iSite provides a single source of truth to optimise operations and drive efficiency.

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Office Vault logo

We design cloud document management and AI automation soluti

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ecure cloud document management and AI automation powering efficient, scalable digital business.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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SafeWrite logo

Your Complete Compliance Solution!

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SafeWrite is a complete end-to-end HSEQ solution that consolidates all Health, Safety, Environmental, and Quality processes into one platform. Integrated with over 15 registers to help managers and workers track, report and systemise key processes.

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pdfFiller logo

Online PDF form filler & editor

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pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

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GetMyInvoices logo

Cloud-based invoice management for small businesses

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GetMyInvoices is a cloud based invoice management and automated bookkeeping tool for freelancers, entrepreneurs, and small teams

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