Xero

Xero is an online accounting software, built to help you know your numbers with smart cash flow forecasting.

What can you do with Actionstep and Xero?   

Actionstep integrates with Xero to connect practice management and accounting workflows. Trust and billing transactions entered in Actionstep are automatically reflected in Xero, helping firms keep financial data consistent across systems while continuing to work from their system of choice.

The integration handles invoices, payments, and firm transactions between Actionstep and Xero, keeping both systems aligned and minimizing duplicate data entry.

How do you get started?  

To set up and learn more about using this integration, please read this guide.