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firmTRAK

By firmTRAK
4 out of 5 stars
 1 reviews
Free trial available
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Elevate, Empower & Grow. KPI Reporting for Law Firms.
Rated
4.0
out of 5
Reviewed by
1
Xero user
Try this app
Free trial
available
Listed for
4 years
June 2021

firmTRAK can help your business

  • Reporting for Accountants and Bookkeepers

    • Internal reporting (not for compliance)

Overview

firmTRAK seamlessly integrates with Xero, transforming your financial data into timely reports with valuable business insights. These insights help to track profit, cash flow, growth and other key performance indicators (KPIs). firmTrak is designed to accelerate performance, increase efficiencies and drive profits with less stress and in less time.

firmTRAK
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firmTRAK + Xero

Timely Reports with instant up to date reporting. Less Stress for you and your business, access from the cloud keeps you informed always. Dual Integration, combine Xero and Legal CRM data sets. Accelerate Performance, monitor your efficiencies and improve on your strengths.

Getting started

Step 1: Signup with firmTRAK at https://app.firmtrak.com/signup Enter your name, email, and create a password to register with your email address and follow the instructions to verify your email. Or, click the Sign up with Xero button and create a password to get started.

Step 2: Go to setting -> integrations section, click on Connect to Xero. Once you’re email is verified you can connect to Xero by navigating to the gear icon for settings and click integrations and hit the Connect button for Xero. If you use the Sign up with Xero button, you will be prompted to sign in to Xero and authorize the correct Xero account.

Step 3: Authorise firmTRAK to access your Xero data.

Screenshot 1 for app firmTRAK

Reviews & ratings

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4.0 out of 5 stars
1 Reviews

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Most recent reviews

TC
Tommy Chau
Posted 10 Feb 2022
4 out of 5 stars
My original review had to be deleted as I am not able to edit or change the review in anyway unfortunately. Original review posted 7 February 2022. Reached out and submitted a request for information on the features of firmTrak through their website, got a reply requesting additional information which was provided and never heard from them after a few weeks. Submitted another request requesting for a demo and have yet to hear from them, and the submission was sent a few weeks ago. Not sure if they're overloaded with questions from other people or being blatantly ignored. New Review: Since then, firmTrak reached out quickly and we were able to set up a meeting to go over the features of firmTrak. The meeting went well, and they were thorough in explaining what firmTrak is and does for lawfirm clients. It is very diverse in how it keeps track of progress and productivity for each practice area of the firm and track progress and funds for each client individually. I'm leaving only 4 stars as I have yet to recommend firmTrak to a client. But I will keep firmTrak in the back pocket should a opportunity present itself.

Additional info

Shared data

Xero
firmTRAK
Accountsshared from Xero to firmTRAK
Overpaymentsshared from Xero to firmTRAK
Prepaymentsshared from Xero to firmTRAK
Manual Journalsshared from Xero to firmTRAK
Journalsshared from Xero to firmTRAK
Invoicesshared from Xero to firmTRAK
Contactsshared from Xero to firmTRAK
Bank Transfersshared from Xero to firmTRAK
Bank Transactionsshared from Xero to firmTRAK

Functions

Reporting

Industries

Professional servicesAccounting

App details

By firmTRAK
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@firmtraksolutions.zendesk.com

Contact

3095567016

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