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