Choose the Finance Platform
That Works for You
Already invested in a finance platform? Keep it. Clio's native integrations stop at QuickBooks Online and Xero — but your firm shouldn't have to. Through our Banyan framework, we build custom connectivity so you get Clio's practice management without giving up the accounting system your back office already knows and trusts. This is custom development, scoped and priced as its own engagement.
Finance Platform InquiryPlatforms We Can Connect to Clio
Your back office should choose the finance platform that fits — not be forced into one because of a software limitation. We build custom integrations tailored to your firm's specific financial workflows, so you get Clio's practice management without giving up the accounting system that works for you.
QuickBooks Online and Xero connect natively through Banyan today. Everything below is scoped and built for the firm that asks for it — tell us what you run and we’ll come back with what the integration involves.
How this works commercially
QuickBooks Online sync ships with the XTND platform. Every other platform below is custom development: we scope it with your team, quote it, and deliver it as its own engagement, priced separately from your XTND subscription. Cost and timeline depend on the platform and how much of your workflow has to move.
Juris
Legal Accounting
Keep your firm's Juris investment: trust, AR and GL data moving both ways, so the finance team stays in the system it knows.
Aderant
Legal ERP
Running Aderant for time, billing and financials? Scoped to keep it and Clio's practice management in step, without double entry.
NetSuite
Cloud ERP
Clio matter and billing data alongside NetSuite's financials, revenue recognition and multi-entity reporting — one source of truth across teams.
Odoo
Open Source ERP
Odoo for financials, purchasing and inventory; Clio for practice management. Scoped so the two agree about the same clients, matters and money.
MS Dynamics 365
Business Central / F&O
Stay in the Microsoft ecosystem — Clio alongside Dynamics Business Central or Finance & Operations, enterprise accounting next to legal workflows.
Sage Intacct
Cloud Financial Mgmt
Clio paired with Sage Intacct's dimensional reporting, multi-entity consolidation and real-time financial intelligence.
FreshBooks
Cloud Accounting
A lightweight, modern option for growing firms — Clio invoices, payments and expenses carried into FreshBooks.
Zoho Books
SMB Finance Suite
Cost-effective and capable — Clio connected to Zoho's invoicing, banking and tax modules for the back office.
Xledger
Cloud ERP
Automation-first cloud ERP — Clio alongside Xledger's financial workflows and multi-company consolidation.
Acumatica
Cloud ERP
Flexible cloud ERP for mid-market firms — Clio alongside Acumatica's project accounting and financial reporting.
Bill.com
AP Automation
Accounts payable automated — Clio vendor and expense data carried into Bill.com's approval and payment workflows.
Don't see your platform? We build custom integrations for any finance system. Get in touch →
Enterprise-Grade Connectivity
We don't just sync invoices. Our integrations handle the full complexity of legal finance — trust accounting, multi-entity consolidation, revenue recognition, and compliance reporting across jurisdictions.
- Bi-directional data sync between Clio and your finance platform
- Vendor invoice and payment processing in your finance platform, pushed back to Clio — not the other way around
- Chart of accounts mapping and GL reconciliation
- Invoice and payment synchronization
- Trust accounting and IOLTA compliance
- Multi-entity and multi-currency support
- Automated revenue recognition and reporting
- Historical data migration
- Custom API development for unique workflows
Let's Discuss Your Integration
Tell us which finance platform your firm uses and we'll come back with a tailored assessment of how we can connect it with Clio, including scope, timeline, approach and cost.
Every integration is powered by Banyan — XTND's extensible framework for complex, bi-directional data flows between Clio and enterprise systems.
Learn About BanyanFinance Platform Inquiry
Select the platform(s) you'd like to discuss and we'll follow up with integration options.