Key benefits for your firm
Client expenses happen all the time. When a client accrues an expense, simply create the expense in Clio Manage, and it will be reflected in an invoice in Xero.All expenses, always up-to-date
Anytime the status of an invoice changes in Clio Manage, such as an invoice being paid, or an invoice being late, the same updates will be applied in Xero.No manual data entry, no workarounds
Apply taxes, or specify expense categories and tax account codes in Clio Manage, and sync them to Xero—every detail is accounted for and applied to the appropriate invoice.Seamless accounting
How Xero works with Clio
Comprehensive billing and accounting for your firm
With Xero and Clio Manage, your firm can automatically connect client invoices and expenses in Clio Manage to Xero to build complete accounting and billing processes. You can work on your own schedule to bill clients and file expense claims at any time, from anywhere, and make better decisions with real-time, flexible financial reporting and easy-to-use dashboards.
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Getting set up
In order to use the integration, you must have a Xero subscription. In addition, users in Australia must set up Two-Factor Authentication before setting up the integration.
To connect your Xero account to Clio, go to “Settings” and click on “Bill Syncing”; click on “Link Xero Account” and log in to your Xero account, and select “Allow Access.” From there you can choose what information to sync.