Xero Practice Manager (XPM), Xero’s cloud-based accounting practice management software, and VXT, a phone system built for accountants, have launched a new integration designed to improve communication and practice management for accounting firms.
The new integration connects XPM’s client and job management tools with VXT’s phone system — automating paperwork, improving documentation, and giving time back to accountants.
Now, firms using XPM and VXT together can automatically sync contacts between systems (so your phone always knows who’s calling), generate AI-powered transcripts and summaries, and save call notes directly into XPM.
“Every accountant I know is short on time,” says Luke Campbell, CEO and Co-Founder of VXT.
“This integration automates the tedious, time-consuming tasks so accountants can spend less time on paperwork and more time on high-value work.”
Given VXT and Xero are both homegrown Kiwi companies, Luke says “it’s incredibly rewarding to be teaming up with Xero to support accountants in our own backyard and beyond”.
“Together, we’re solving some of the biggest day-to-day headaches for firms.
“We want to tackle the manual tasks associated with phone calls, especially for those accountants juggling dozens of client calls a week.
The integration allows firms to:
- Automatically sync contacts from XPM into VXT.
- Generate AI transcripts and summaries after each call.
- Save notes and summaries directly into client jobs in XPM.
- Record calls to quickly and confidently resolve client disputes.
“With VXT and XPM working together, firms get better documentation, fewer client disputes, and more billable time.”
This collaboration also makes VXT the first accounting-specific phone system to connect with XPM.
VXT’s XPM integration is the latest in a growing list of partnerships designed to help firms work smarter, not harder. Alongside XPM, VXT already connects with Karbon.
Today, firms across New Zealand, Australia, the US, UK, and Canada rely on VXT to manage calls, automate paperwork, and deliver a better client experience.
If your firm uses XPM and you’re not on VXT yet, book a demo to see how it works.
About VXT
VXT is the only phone system built for accountants. It integrates with practice management systems like XPM, displaying client information on incoming calls and automatically saving all the important details from phone calls — including transcripts, summaries, and billable time — into the correct client record automatically.
By automating call-related admin, VXT helps firms reduce risk, deliver better client experiences, and save users about one hour per day on admin — freeing up time for the work that matters most.
Founded in 2018 in Christchurch, New Zealand, VXT supports more than 10,000 users across 1,600+ firms globally and has managed over 20 million calls. Last year, VXT was nominated for Punakaiki Fund Hi-Tech Start-Up Company of the Year at the New Zealand Hi-Tech Awards.
About Xero Practice Manager
Xero Practice Manager (XPM) is a cloud-based practice management tool designed for accounting firms and professionals who work with clients on Xero.
XPM makes it easy to create and assign jobs, track time, generate invoices, and manage workloads from anywhere via its mobile app. With flexible configuration, generous product discounts, and partner benefits, XPM helps accounting teams do more, faster.
