Integrations

Accounting · Worldwide

Bank reconciliation that actually reconciles.

iconpractice groups your takings the same way your bank batches your deposits, then posts them to Xero for you.

Requires an active Xero subscription.

30 days free. No credit card. No lock-in contract.

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Outcome Accounting

The problem

Your bank deposits EFTPOS, Visa, and Mastercard as one lump sum while your practice software records them separately.

Someone has to line those two versions of reality back up.

The fix, in one line

Set up payment groups once, then every export posts to Xero already grouped to match the bank statement.

How it works

Set it up once, then work from the invoice, diary, or patient record.

1

Connect to Xero from Settings and approve access.

2

Map revenue accounts and payment groups to match how your bank deposits funds.

3

Choose a date range and export as Draft or Approved, depending on your review process.

What it does

Built around the work your team is already doing.

Totals match the bank statement.

Payment groups make the number in Xero match the number in your bank feed.

Your bookkeeper can review first.

Export as Draft for review, or Approved when the process is already settled.

Export on your schedule.

Daily, weekly, monthly, or whenever your practice prefers.

Tokens refresh in the background.

You only reconnect if the integration sits unused for an extended period.

Settings survive a disconnect.

Revenue accounts and payment groups remain ready when you reconnect.

Clear export notifications.

A real-time notice confirms when the export has landed.

What data moves

Clear boundaries for every connection.

iconpractice sends Xero summarised invoices for the date range you export, grouped by your payment groups and posted to the accounts you mapped. Xero returns chart-of-account options and connection status.

Questions

Objections, answered.

Do I need Xero already?

Yes. The integration connects to an active Xero subscription.

How often do I need to export?

Any cadence you like. Avoid overlapping date ranges so entries are not duplicated.

What happens if a payment type is missing?

It usually has not been linked to a payment group yet. The export screen flags unlinked types.

Try iconpractice free

Full access for 30 days.

No credit card. No lock-in contract. Opening a new practice? Your first 90 days are free. Switching from another system? We import your data for you, free.

No credit card required · No lock-in contracts