Xero integration for InTouch
Client, office and business accounting is easier when everything connects
Bill from the matter in InTouch, use Xero for payments and reconciliation, and InTouch automatically clears the debtor and updates the matter.
What you can do with Xero + InTouch
Bring your matter finances and your accounts into one smooth workflow. InTouch helps you capture fees early, manage client money safely, and keep everything in sync with Xero so your ledger stays up to date, payments reconcile cleanly, and every transaction is easy to track for audits.
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Use templates and standard items to capture the usual fees and disbursements early, including auto-generated receivables from quotes, forms, or searches.
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Raise and approve client invoices and credit notes on the matter in InTouch and sync them to Xero to keep the ledger up to date..
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Create and manage supplier bills on the matter. Through automatically syncing to Xero, the ledger is always up to date.
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Record client deposits, withdrawals and transfers between client, office, or other matters, with breach warnings and a full audit trail.
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Keep using Xero for bank feeds, reconciliation and online payments, plus business reporting, with VAT returns, profit and loss, and balance sheets.
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When payments are recorded in Xero, InTouch syncs the update back to the matter and clears the debtor automatically.
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Every financial entry is linked to a contact, giving you a full audit trail that is easy to evidence.
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Open the matching invoice or bill in Xero directly from the matter when you need more detail, through digital links.
Why firms love Xero + InTouch
Ease of use
Keep client accounting work on the matter in InTouch, with Xero handling familiar accounting routines like reconciliation and reporting.
Gain real-time visibility
See debtors, bills and balances alongside matter activity, with digital links into Xero when needed.
Eliminate duplication
Enter fees and disbursements once, approve the bill, and let the ledgers stay up to date automatically.
Client and office ledgers side by side
See client and office balances on the matter, with invoices, bills and payment updates synced with Xero so everyone is working from the same numbers.
Accelerate cash collection
Payments and reconciliation happen in Xero and flow back to the matter, so debtors stay current.
Compliance alerts
Compliance alerts, audit trails, and easy-to-share reports make it easier to evidence compliance.
How the Xero integration works
Connect Xero from InTouch settings
Connect your Xero organisation from Settings, map the relevant ledgers and turn on payment sync.
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Set up your receivables in InTouch
Use templates and standard items so common charges are ready to use on matters.
Raise invoices, credit notes and supplier bills on the matter
Approve in InTouch and sync straight into Xero to keep sales and purchase ledgers aligned.
Reconcile and take payments in Xero
Use your normal Xero routines for bank feeds, reconciliation and payment handling.
Let updates sync back to the file
InTouch pulls payment updates back onto the matter, keeping balances, debtors and reporting current.
Switching to InTouch?
Keep using Xero
If your firm already uses Xero, you can connect it to InTouch and keep running client and office accounting with the same Xero organisation.
Keep using the same Xero organisation and bank feeds
Raise bills and post key entries from the matter in InTouch, with invoices and supplier bills syncing to Xero
Reconcile and take payments in Xero as normal, with payment updates syncing back to the matter in InTouch
APIs and webhooks to automate what happens around billing and payments
Need something more specific? Premium and Enterprise customers can use our API and webhooks to connect InTouch to other systems and automate steps around key matter events, without extra admin.
For example:
When an invoice is approved on a matter, create a follow-up task, notify accounts, and send the client a payment link.
When a payment is recorded or reconciled in Xero, post an internal Teams or Slack update and automatically mark the matter balance as up to date.
When a matter reaches milestones (opened, quoted, billed, paid, completed), update your CRM or pipeline stage automatically.
FAQs About Intouch & Xero
Do we still need Xero?
Yes. Xero handles business accounting and reporting, plus live bank feeds and reconciliation, while InTouch keeps client and office money linked to matters and syncs key postings and payment updates.
Can InTouch handle supplier bills?
Yes. InTouch can create and manage supplier bills on the matter and sync them to Xero if you choose to.
Does this help with client money compliance?
Yes. InTouch is built with legal client money in mind, with breach warnings, a clear audit trail, and reporting that helps you work compliantly.
What exactly syncs?
Invoices, credit notes and supplier bills raised in InTouch can sync to Xero, and payments recorded or reconciled in Xero sync back to InTouch to clear the debtor and update the matter balance.
Can we control who can post to Xero?
Yes. Use roles and permissions in InTouch to control who can create, approve and post, and manage the Xero connection settings.
Can we use online card payments?
Yes. You can use Xero’s payment function, and the payment update still syncs back to the right matter in InTouch.
How do we connect and map ledgers?
Connect Xero from InTouch settings, map the relevant bank accounts, link clients and suppliers to Xero contacts, and enable payment sync.