Skip to main content
XTND Module

Banyan

The Financial Data Layer for Your Firm

Banyan is the integration layer beneath XTND. It brings your practice-management data into one clean financial model, so every module works from the same numbers and your figures finally agree. Native to Clio, built to extend.

Capabilities

What Banyan Does

Native Clio Integration

A deep, native connection to Clio — matters, clients, bills, and activities flow into XTND automatically and stay in sync, so every module is working from data that is always current.

One Financial Model

Banyan normalizes your firm's data into a single financial model that every XTND module reads from: no silos, no reconciliation guesswork, one set of numbers for the whole operation.

Sync You Can Trust

Every sync is logged, reconciled, and auditable — so you can see exactly what moved and when. The data integrity your billing, trust, and reporting depend on, by default.

Extensible by Design

An adapter framework built to grow with your stack — new systems connect without re-plumbing your operations, so XTND fits the way your firm already works.

One source of truth

When your systems each hold a slightly different version of the truth, someone spends their week reconciling. Banyan gives the whole firm one model to work from shares — so the numbers agree, and your team stops chasing them.

What Banyan Moves

Double-entry & re-keying

Data flows once and stays in sync across modules

Data accuracy

One shared model, not four disagreeing spreadsheets

Reconciliation time

Every sync is logged and tied out automatically

Cross-system visibility

See your whole financial picture in one place

The XTND Difference

A layer that unifies — not another silo

Most tools bolt on and become one more disconnected system to reconcile. Banyan does the opposite: it connects to what you already run and turns it into a single model that every XTND module — billing, trust, collections, reporting — reads from.

You don't rip and replace your stack. You give it one source of truth.

Integrity by default

Every sync is logged, reconciled, and auditable — so you always know exactly what moved, when, and why. No silent drift, no mystery balances.

The kind of data trust that trust accounting and carrier billing actually require.

Connect your financial operations

See how Banyan turns your Clio data into one model the whole firm can trust — the foundation every other XTND module runs on.

FAQ

Frequently Asked Questions