Keep your Xero. Add legal practice management.
MatterX Legal Finance + Xero gives small law firms NSW-certified trust accounting and complete practice management—without abandoning the accounting software you already know.
You don't need enterprise ERP. You need legal practice management.
We hear it from small firms constantly: "I love Xero. My accountant uses Xero. I don't want to learn enterprise accounting software just to get proper matter management."
We built MatterX Legal Finance + Xero for exactly this situation.
You keep Xero for what it's good at: bank feeds, reconciliation, BAS reporting, general accounting. MatterX Legal Finance handles what Xero can't: legal matter management, time tracking, billing workflows, and NSW-certified trust accounting.
Everything syncs automatically. You get the best of both worlds.
Automatic bidirectional synchronisation
MatterX Legal Finance → Xero
AutomaticWhen you post in MatterX Legal Finance, Xero updates automatically:
| MatterX Legal Finance Action | Xero Result |
|---|---|
| Post sales invoice | Invoice created with matter reference |
| Post credit memo | Credit note created or invoice voided |
| Post purchase invoice | Bill created |
| Create/update client | Contact synced |
| Create/update vendor | Contact synced |
| Post trust payment to office | Payment applied to invoice |
| Post trust payment to vendor | Payment applied to bill |
| Post trust receipt | Transaction recorded |
Xero → MatterX Legal Finance
AutomaticWhen payments are matched in Xero, MatterX Legal Finance updates automatically:
| Xero Action | MatterX Legal Finance Result |
|---|---|
| Match payment via bank feed | Payment posted to client/matter |
| Payment reversed | Reversal status updated |
| Contact updated | Contact synced |
MatterX Legal Finance manages:
- Clients and matters
- Time entries
- Disbursements (hard and soft)
- Billing and invoicing workflow
- Trust accounting (NSW certified)
- Document management (SharePoint)
- Matter profitability
Xero manages:
- Chart of accounts
- Bank feeds and matching
- General ledger
- BAS and tax reporting
- Reconciliations
- Accountant access
- Payroll
Yes, you still get NSW-certified trust accounting
The most common question: "If accounting is in Xero, where does trust accounting live?"
Trust accounting stays in MatterX Legal Finance.
This is critical because:
- Xero cannot achieve NSW Law Society certification for trust accounting
- Trust requires specific controls, audit trails, and three-way reconciliation
- MatterX Legal Finance trust accounting is certified regardless of which accounting system you use
When you post a trust payment to office in MatterX Legal Finance, the trust transaction is recorded in MatterX Legal Finance (compliant) AND the corresponding payment flows to Xero (for your general books). You get compliance where it matters and convenience where you want it.
Your bank feed workflow stays the same
One of the things small firms love about Xero: the bank feed. Transactions flow in, you match them, reconciliation is easy.
With MatterX Legal Finance + Xero, this doesn't change:
Bank transactions flow into Xero (as normal)
You match payments to invoices in Xero (as normal)
Matched payments sync back to MatterX Legal Finance automatically
Client and matter records update in MatterX Legal Finance
Your accountant reconciles in Xero (as normal)
You don't have to change your bank feed workflow. You don't have to learn ACSISS bank feeds in Business Central. You keep doing what you're doing.
What Syncs (Complete Reference)
Contacts
- Customer creation and updates → Xero
- Vendor creation and updates → Xero
- Contact import from Xero ← (manual/initial)
- Contact updates from Xero ← (bidirectional)
Invoices
- Sales invoice posting → Xero (automatic)
- Credit memo posting → Xero (automatic)
- Purchase invoice posting → Xero (automatic)
- Invoice status updates ← Xero
Payments
- Trust payment to office → Xero (automatic)
- Trust payment to vendor → Xero (automatic)
- Trust payment to payee → Xero (automatic)
- Trust receipts → Xero (automatic)
- Payment matching ← Xero (automatic, every 5 minutes)
- Payment reversals ← Xero (automatic)
What Doesn't Sync
- • Trust transfers (internal to MatterX Legal Finance trust ledger)
- • Time entries (MatterX Legal Finance only until billed)
- • Matter data (MatterX Legal Finance only)
- • Document management (SharePoint)
Is MatterX Legal Finance + Xero right for your firm?
Choose MatterX Legal Finance + Xero if:
- You have 5-15 lawyers
- You already use and like Xero
- Your accountant works in Xero
- You want trust accounting compliance without changing your accounting
- You don't need multi-company consolidation
- You want the fastest path to practice management
Choose full MatterX (Business Central) if:
- You have 15+ lawyers or plan to grow significantly
- You want everything in Microsoft ecosystem
- You need multi-company or consolidation
- You want AI-powered forecasting and Power BI depth
- You're comfortable with enterprise ERP
Not sure? Most firms under 15 lawyers start with Xero. You can migrate to full Business Central later without losing your matter data, trust history, or workflows.
"If it wasn't for the Xero integration, we wouldn't have gone with MatterX. We're a small firm—we didn't need enterprise finance, but we absolutely needed NSW-certified trust accounting and matter management. MatterX Legal Finance + Xero gave us exactly what we needed without making us change everything."