Xero + Australian Legal Software
Xero is the accounting backbone for thousands of Australian law firms. This page maps how Xero integrates with every major legal practice management system — what data flows, how it connects, and what to expect during setup.
How Xero Fits Into the Legal Tech Stack
Business Accounting
GST, BAS, payroll, and financial reporting for the firm as a business entity — separate from trust accounting.
Invoice Sync
Invoices created in your PMS automatically appear in Xero. Payments recorded in Xero flow back to the PMS.
Trust Journals
Trust receipts and disbursements from the PMS are posted as journal entries in Xero for complete financial visibility.
Bank Reconciliation
Xero bank feeds match transactions automatically, reducing manual reconciliation work for firm bookkeepers.
Integration Matrix
How each legal software product connects with Xero
| Product | Integration | Invoices | Payments | Trust | Contacts | GST/BAS | Setup |
|---|---|---|---|---|---|---|---|
 LEAP Practice Management | Native Integration | Simple Setup | |||||
 Clio Manage Practice Management | Native Integration | Simple Setup | |||||
 Smokeball Practice Management | Native Integration | Simple Setup | |||||
 Actionstep Practice Management | Native Integration | Moderate Setup | |||||
 PracticeEvolve Practice Management | Native Integration | Moderate Setup | |||||
 SILQ Practice Management | Native Integration | Simple Setup | |||||
 LawMaster (Legacy) Practice Management | API Connector | Moderate Setup | |||||
 FilePro Practice Management | API Connector | Moderate Setup | |||||
 Mattero Practice Management | Native Integration | Simple Setup | |||||
 Unity (InfoTrack) Practice Management | API Connector | Moderate Setup | |||||
 Affinity (Legacy) Practice Management | API Connector | Moderate Setup | |||||
 Infinity Law Practice Management | Native Integration | Simple Setup | |||||
 InfoTrack Search & Settlement | API Connector | Moderate Setup | |||||
 HubSpot CRM CRM & Client Growth | Via Zapier | Complex Setup |
Setting Up Xero for Your Law Firm
Choose Your PMS
Select a practice management system that has native Xero integration. Products like LEAP, Clio, Smokeball, and Actionstep offer the smoothest connection with minimal setup.
Map Your Chart of Accounts
Work with your accountant to set up Xero's chart of accounts to match your firm's structure. Map trust accounts, revenue categories, and expense types before connecting.
Connect & Test
Authorise the connection from your PMS settings. Run test invoices and payments to verify data flows correctly before going live with the full integration.
Need Help Choosing the Right Stack?
Our Stack Builder tool helps you find the ideal combination of practice management system, accounting software, and supporting tools for your firm.
Disclaimer: Integration details are based on publicly available documentation and may change. Always verify current integration capabilities with your software vendor. Xero is a registered trademark of Xero Limited. LegalSoftware.com.au is an independent comparison platform and is not affiliated with Xero.