firmTRAK + Xero: Elevate, Empower & Grow. KPI Reporting for Law Firms.
Harness your data and unleash the potential of your law firm with instant, ready-made Key Performance Indicator (KPI) reporting. Our dual integration combines Xero and a Legal Practice Management software to provide a unique insight into legal firms’ performance.
The benefits of connecting firmTRAK with Xero include:
Instant up to date reporting.
Access from the cloud keeps you informed always.
Combine Xero and Legal CRM data sets.
Monitor your efficiencies and improve on your strengths.
What firmTRAK Does
Xero is online accounting software that lets you run your business easily and efficiently.
See your up-to-date cash position
Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.
Get paid faster and improve cash flow
Easily create and send invoices with online payments and automated invoice reminders for faster payment.
Run your business from anywhere
Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.
Connect and collaborate anytime
Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.
Connect firmTRAK to Xero in 3 steps
Step 1 – Signup firmTRAK
Signup with firmTRAK at https://app.firmtrak.com/signup
Enter your name, email, and create a password to register with your email address and follow the instructions to verify your email. Or, click the Sign up with Xero button and create a password to get started.
Step 2 – Connect to Xero
Go to setting -> integrations section, click on Connect to Xero.
Once you’re email is verified you can connect to Xero by navigating to the gear icon for settings and click integrations and hit the Connect button for Xero.
If you use the Sign up with Xero button, you will be prompted to sign in to Xero and authorize the correct Xero account.
Sign in with Xero
Sign in with Xero, and authorise firmTRAK to access your Xero data.
After you select the connect button in settings or use Sign up with Xero, you will be prompted to authorize your Xero account. Sign in to Xero and choose the Xero account you with to connect to firmTRAK.
Hit the Allow Access button to complete.
As a successful attorney, we at firmTRAK are here to help you achieve the most that you can.
“firmTRAK fills a critical void in understanding and calculating the metrics of my law firm – both financial KPI’s and case-by-case revenue tracking. It takes the information already available in my practice management software and turns it into easy to follow visualizations that are incredibly powerful. And the best thing about it may be that I don’t have to do much, if anything, to get there. Since I am already inputting the base-level information (i.e. – matters, expenses, invoices, payments, etc.) in my practice management software, firmTRAK is practically self-sufficient. As a busy law firm owner, I don’t have much time to input additional information or calculate key performance indicators. Thanks to firmTRAK, I don’t have too.”