XERO integration

ActionStep and Xero – Seamless Integration!

Combine ActionStep’s sophisticated practice management capability with the excellent Xero accounting system and what do you get? The best of both worlds!

All matter-related trust and billing transactions are entered via ActionStep and posted in real-time through to Xero.

ActionStep

Everything you need to run your law practice

Matter files
Trust accounting
Document assembly
Workflow
Tasks
File Notes
Time billing
Calendar, Contacts, Email
Budgets and KPI’s
And much more …

XERO

The easy-to-use online accounting software

It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero for free.

Setup Instructions

Please see our User Guide at Xero Integration Setup