Record, transcribe, and summarize every call

VXT records, transcribes, and summarizes every call, then saves it to the right job in XPM. AI prompts are customizable so notes match your documentation style.

Capture more time

Track time against every job, billable or not. VXT automatically captures time from every call and saves it to the right job in XPM.

Always know who's calling

VXT syncs contacts with XPM so you always know who's calling. Greet every client personally and pick up where you left off.

Details

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Integration tags:
Accounting
PMS
Productivity
Integration features:
Contact syncing
Call notes
Call notes (mobile)
Time entries
Job notes

Xero Practice Manager (XPM) is built for accountants and bookkeepers — client and job management, time tracking, billing, and invoicing in the cloud, connected to Xero.

Our Xero Practice Manager integration includes:

  • Automated time entries and job notes for every call
  • Call recording, transcription, and AI summaries
  • Contact syncing with caller ID
  • Available on mobile and desktop

Simplify your workflow today

VXT integrates into your workflow. Making life simpler for you, and your clients.