The MatterX Legal Finance and Xero integration offers a powerful solution for law firms that want to leverage the best of both worlds—Xero’s user-friendly accounting software and MatterX’s advanced legal financial management tools. This integration ensures that your firm can continue using Xero while managing complex legal financial requirements, such as billing and trust accounting, directly from MatterX Legal Finance.
With this integration, you can connect multiple bank accounts, including your main office and trust accounts, to streamline financial operations. Sales and purchase invoices, payments, and credits are automatically synchronised between MatterX and Xero, ensuring that your financial data remains accurate and up-to-date across both platforms. This not only enhances your firm’s financial oversight but also reduces manual data entry, saving time and minimising errors.
MatterX Legal Finance’s robust features combined with Xero’s small business accounting capabilities offer legal professionals a comprehensive financial management solution. Whether handling trust accounting or generating detailed financial reports, this integration empowers your practice to operate efficiently, comply with legal standards, and maintain financial transparency—all within a unified system.
