Turn every number into a competitive edge
No more clunky spreadsheets. No more “lost in translation” between finance and law. XLO Accounting fuses compliance, billing, trust, and forecasting into one seamless flow— so your books aren’t just balanced, they’re built to scale your firm.
XLO Accounting
Legal & trust accounting—clear, compliant, and connected
Keep every dollar—and every document—where it belongs. XLO Accounting brings operating and trust activity into one system of record with automated syncs, built-in safeguards, and audit-ready reports.
Reconcile faster, reduce manual entry, and stay aligned with jurisdictional rules without juggling spreadsheets or switching tools.
Book a demo One System of Record
Manage your finances with confidence
Automate bank-feed matching, eliminate double entry, and see a real-time view of what’s owed, paid, and pending. From matter-level costs to firm-wide ledgers, everything connects back to the same source of truth.
- Automated transaction matching and reconciliations
- Operating & trust ledgers with role-based access
- Real-time balances by client, matter, and account
- Exportable, audit-friendly report packs
Built-in Safeguards
Trust accounting without the stress
Keep earned and unearned funds separate by default, restrict third-party debits from trust, and track every movement with a complete audit trail. Three-way reconciliation is organized and ready when you are.
- Trust vs. operating segregation enforced by design
- Evergreen retainer tracking and requests
- Three-way reconciliation with historical snapshots
- Interest (IOLTA) awareness and reporting
Accounting + AI
Let XLO Duo do the heavy lifting
Ask natural-language questions—“Show matters with unreconciled expenses,” “Who needs a trust top-up?”—and get answers with linked data. Summaries, explanations, and suggested next steps are a click away.
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Guides & Workshops
Master legal accounting—one focused session at a time
Short, practical content to help you reconcile faster, tighten controls, and build reporting habits your team will actually use.
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Beyond the Ledger
The XLO advantage
Accounting only works when it works with everything else. XLO connects intake, matters, billing, payments, and accounting into one continuous flow—secure, searchable, and built for legal.
Plug in the tools you already use
- Office 365 & Google Workspace
- Email & calendar sync
- Export to external accounting if needed
- Open APIs for bespoke workflows
Get set up the right way
- Guided chart-of-accounts configuration
- Sample report packs & scheduled deliveries
- Hands-on reconciliation walkthroughs
Protect sensitive financial data
- Encryption in transit and at rest
- Granular permissions & activity logs
- Standards-aligned controls (incl. PCI awareness)
Move cleanly, keep continuity
- Import contacts, matters, balances, and ledgers
- Mapped fields & validation checks
- Sandbox testing before go-live
What you’ll achieve with XLO Accounting
Fewer manual tasks
Automated matching & reconciliations
Bank feeds auto-match to entries, so month-end becomes a quick review—not a rebuild.
Cleaner compliance
Trust safeguards by default
Segregation, restrictions, and full audit trails keep controls tight and reviews straightforward.
Cashflow clarity
See AR, WIP, and retainers in one view
Spot what needs attention and act—before it becomes a problem.
Bulletproof reporting
Exportable, audit-ready packs
Standardized statements and schedules you can share with bookkeepers and auditors instantly.
