How Banyan Works

One source of truth for your finances

Banyan connects to Clio, normalizes everything into a single financial model, and keeps it in sync with a full audit trail — so every XTND module works from the same numbers, and your team stops reconciling systems that disagree.

Connected, not copied

Your data connects once, normalizes into a shared model, and stays in sync — so the whole firm works from one trustworthy picture instead of four that disagree.

Connect

Normalize

Sync

Native Integration

Connect to the system you already run

Banyan doesn't ask you to move your practice off Clio — it plugs into it. A deep, native connection keeps XTND working from live data, not a stale export.

How it works

1Establish a native, authenticated connection to Clio.

2Matters, clients, bills, and activities flow into XTND automatically.

3Records stay current as they change in Clio — no manual refresh.

The payoff: Every XTND module is always working from your firm's live, current data.

One Financial Model

Turn scattered data into one truth

When each system holds a slightly different version of the numbers, someone spends their week reconciling. Banyan makes one model the whole firm shares.

How it works

1Banyan normalizes incoming data into a single financial model.

2Every XTND module — billing, trust, collections, reporting — reads from it.

3No silos, no duplicate versions, no reconciliation guesswork.

The payoff: Your numbers finally agree, across every module and every report.

Integrity

Know exactly what moved, and when

Trust accounting and carrier billing demand data you can defend. Banyan makes every sync transparent and reconcilable.

How it works

1Every sync is logged with its source and timestamp.

2Records are reconciled and tied out automatically.

3The full history is auditable whenever you need it.

The payoff: No silent drift and no mystery balances — the integrity your financials depend on.

Extensible

Grow without re-plumbing your operations

Your stack will change. Banyan is built as an adapter framework so it grows with you instead of forcing a rebuild.

How it works

1New systems connect through the adapter framework.

2They map into the same model everything else uses.

3XTND fits the way your firm already works — no rip and replace.

The payoff: You add capability over time without re-plumbing your financial operations.

What Comes Into Focus

The visibility a shared financial model gives you

When your data runs through Banyan, integrity and freshness stop being a leap of faith and become something you can actually see.

Sync status

See what's synced, what's pending, and what needs attention.

Record source & lineage

Know every record's source and status across your systems.

Reconciliation

Track that your systems tie out to the cent, automatically.

Data freshness

Measure how current your financial picture actually is.

Double-entry eliminated

Watch re-keying disappear as data flows once and stays in sync.

One financial picture

See your whole financial operation from a single model.

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 every XTND module reads from.

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

Connect your financial operations

Book a walkthrough and we'll show you how Banyan turns your Clio data into one model the whole firm can trust.

Request a Demo