IDS • Xero Services
We connect Xero to the rest of your legal stack so billing, trust accounting, taxes and reporting run end-to-end with fewer clicks and zero guesswork.
From Clio time and disbursements to invoice generation, approvals and automated filing in NetDocuments—through to payments, reconciliations and live KPIs in Power BI—we build reliable, auditable flows with proper controls (VAT, trust rules, user roles).
Whether you’re migrating to Xero or optimising your month-end, IDS designs, implements and supports integrations that shorten the close, reduce errors and give finance leaders real-time visibility.
Law-firm focus
We wire Xero into your matter lifecycle so fee-earners bill cleanly and finance closes faster.
Time and disbursements flow from Clio (or 3E/Aderant) into compliant invoices with correct VAT, fee splits and narratives; approvals are streamlined; invoices, receipts, and statements auto-file to the right matter.
Client/matter, ledger and trust/Client Account postings reconcile reliably and Power BI surfaces WIP, AR, realisation and cash KPIs by partner/practice.
We also handle migrations, chart mapping, bank feeds, trust safeguards and SRA/COFA-ready audit trails—backed by UK-based support and SLAs.
End-to-end automation
We design and run end-to-end automations around Xero so billing and month-end happen with minimal clicks and maximum control.
Triggers from your source systems (e.g., new matter, invoice approved, payment received) kick off flows, bank-feed reconciler rules, trust/Client Account safeguards, scheduled reminders, anomaly checks and Power BI updates—built on resilient APIs/iPaaS (Power Automate, Boomi, or native) with retries, audit logs and role-based controls.
Migration + optimisation
Move to Xero without drama, then make it hum.
We handle discovery and chart-of-accounts mapping, tax/VAT setup (rates, codes, jurisdictions), tracking categories, bank feeds, and user roles.
We migrate opening balances, AR/AP, fixed assets and (where required) selected transaction history; reconcile to trial balance and issue a sign-off pack.
Post-go-live, we tune approvals, reminders and reconciler rules; add trust/Client Account safeguards; improve invoice templates and narratives; and stand up KPI dashboards (WIP, AR ageing, realisation, cash).
Integrations
Integrate your essential systems with Xero—whether it's matter/time management, CRM/ERP solutions, document management platforms, e-signature tools, collaborative applications, or data warehouses/BI systems—ensuring that invoices, payments, statuses, and documents are seamlessly exchanged in both directions.
This integration is powered by robust APIs and iPaaS solutions, complete with automatic retries and audit-friendly identifiers, providing you with a reliable and efficient workflow that enhances your business operations.
Custom Workflows & Approvals
Design bespoke finance workflows around Xero—intake→billing→cash—so the right people do the right step at the right time.
Examples: pre-bill review and narrative checks; tiered approvals by amount/practice; trust/Client Account safeguards (retainer top-ups, transfers, refunds) with dual control; credit-note/Write-off pathways; dispute handling and payment plans; automated AR reminders and escalation; month-end close checklist with reconciliations and sign-offs.
Bespoke Applications & Extensions
We build tailor-made apps around Xero to fit your exact finance ops—without bending your process to a generic plugin.
Examples: fee-earner billing portal with pre-bill edits and approvals; client payment links with surcharge/retainer logic; trust/Client Account tools (transfers, refunds, dual-auth); bulk invoice generator from time/disbursement feeds; dispute/credit-note workflow with evidence capture; automated AR chaser with escalation; and close-checklist app with reconciliations and sign-offs.
Your questions answered
Most firms launch core KYC/KYB + sanctions screening in 2–4 weeks: week 1–2 for config, data-mapping, and pilot; week 3–4 for integrations, training, and go-live.
Checks run inside your existing intake/matter-open flow, so users don’t context-switch.
Yes. We connect SmartSearch via API/webhooks/iPaaS to Clio, NetDocuments, Process Street, Odoo/Xero, Power BI, etc.
Typical patterns: auto-create a check from a new client/matter, file the PDF evidence to the correct workspace, write risk flags back to the client/matter and surface KPIs in dashboards—with retries and audit IDs.
We implement role-based access, audit trails, DPIA-ready documentation and data-minimisation.
Daily watchlist monitoring is enabled for sanctions/PEP updates with routed reviews. Evidence packs (reports, IDs, notes) are standardised and retained per policy, aligning to SRA/AML and GDPR/UK DPA requirements.