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Xero integration

Sync invoices and payments between Caspen and Xero automatically, with a two-way integration that ends double entry and keeps your books accurate.

Already using Caspen? Connect Xero

Accounting that keeps itself up to date

Keep Caspen and Xero in step, without the manual data entry.

Two-way sync

Invoices and payments stay in sync between Caspen and Xero automatically, so both are always up to date.

Invoice sync

Invoices created in Caspen are pushed to Xero automatically, so there is no double entry.

Payment reconciliation

Payments recorded in Caspen sync to Xero and are matched against the right invoices.

Contact sync

Client details flow from Caspen to Xero, so your contacts match across both.

Chart of accounts mapping

Map your Caspen services and payment types to your Xero accounts, so every transaction lands in the right place.

Tax and GST

Tax rates on Caspen invoices carry through to Xero, so your BAS reporting and GST stay accurate.

Why connect Xero?

Spend less time on bookkeeping and more time with your clients.

No double entry

Stop copying invoices and payments between systems. Everything syncs automatically, with fewer errors and hours saved each week.

A real-time view of your finances

With data flowing between Caspen and Xero in real time, you always have an accurate picture of your practice's finances.

Get started today

Grow and scale your business with an all-in-one practice management platform.