Sync Your Finances, Streamline Your Workflow
Keep your practice financially aligned with Caspen's seamless two-way syncing with Xero. Automate reconciliation, reduce manual data entry, and ensure accurate payments so you stay focused on growth.
Say goodbye to manual matching
Keep your financial records in sync
Forget brittle, complicated automations and sleep easy with Caspen's robust two-way sync.
Two-way sync
Yes, you heard us right, two-way sync! Sync your financial data between Xero and Caspen, keeping everything up to date without any manual entry.
Real-time invoice syncing
Finalised invoices and any changes to them sync automatically from Caspen to Xero, no delays, no extra work, just accurate records every time.
One-click access to Xero
Need to check something? It’s just one click away. Open any invoice in Xero directly from Caspen with a single click.
Automatic reconciliation
As soon as a payment is marked in Xero, it's automatically matched in Caspen, saving you the hassle of entering them twice.
Automatic payment syncing
Payments made in Caspen are automatically synced to Xero, keeping your financial records aligned.
Get started today.
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