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Casewise
    • All features
    • For Migration Agencies
    • For Education Consultancies
    • Integrations
    • Security
  • Pricing
  • About
  • Contact
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Integrations

Connect the tools your agency already runs on

Connect Xero, Outlook, OneDrive, email and SMS to keep your accounting, appointments, documents and client communication working together with less manual entry.

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Integrations

Connect Casewise with the tools your agency already uses

Integrate your accounting, email, calendar, cloud storage and messaging platforms with Casewise. Reduce manual data entry, eliminate duplicate work and keep your agency running from one connected system.

Xero integration

Xero

Push paid invoices to Xero automatically or on demand, so the books stay accurate without anyone keying them twice.

Available now
In-App Email integration

In-App Email

Send automated email notifications to clients and students directly from Casewise, without switching tools.

Available now
SMS Notifications integration

SMS Notifications

Send SMS reminders for document requests, appointment confirmations and case status updates.

Available now
Cloud Storage integration

Cloud Storage

Store and access client documents securely with cloud-backed storage built into the platform.

Available now
OneDrive integration

OneDrive

Connect OneDrive to sync and access client documents from the storage your team already uses.

Available now
AI Document Converter integration

AI Document Converter

Turn uploaded documents into structured data automatically with built-in AI document tools.

Available now
Online Payments integration

Online Payments

Accept online invoice payments directly from clients, with paid invoices synced to your records.

Coming soon
Open API integration

Open API

Connect Casewise to your existing tools via our API. Available on Enterprise for custom workflows.

Coming soon

Don't see the integration you need? Let us know →

what we offer

Integrations at a glance

6integrations live today
2-wayXero invoice & payment sync
0code required to connect

How it works

Integrations that fit how your agency already works

Connect the tools you already pay for. Casewise keeps the data in step so your team stops copying information between systems.

One-time authorisation

Connect a service from your settings with a guided approval. Nothing to install, nothing to configure, no code.

Credentials stay server-side

Integration tokens are encrypted and used only from our servers. They are never exposed to the browser, or to another agency.

Data moves both ways

Where a service supports it, changes flow both ways. Xero invoices push out and payments pull back on their own.

Optional, and reversible

Every integration is optional. Casewise works fully without them, and you can disconnect a service at any time.

Built into every connection

Least-privilege access scopes
Per-agency connection isolation
Automatic retry on transient failures
Reconciliation sweep for missed events
Connection health visible in settings
Full audit trail on synced records

Featured connections

Casewise works alongside your accounting, payments and email tools, so information flows automatically and your team avoids double entry.

Accounting sync icon

Xero Accounting Sync

Send invoices and payments straight through to your Xero account.

See integration
Document storage icon

OneDrive Documents

Sync client documents with the storage your team already uses.

See integration
Email and calendar sync icon

Google & Outlook

Sync your email and calendar with every client and matter.

See integration
AI document extraction icon

AI Document Extraction

Pull key details from passports and forms automatically with AI.

See integration
Integrations FAQ

Frequently asked questions

How Casewise connects to the tools your agency already runs on, and and what happens to your data when it does.

Talk to our team

Invoices and payments sync two ways with Xero. Casewise pushes new invoices out and pulls payment updates back automatically, with a reconciliation sweep so your accounting ledger and Casewise always stay aligned.

Admin time before and after Casewise
A caseload broken down by visa subclass, all on track
Spend less time on administration

Manage your migration and education practice from one platform

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Case managementClient portalDocument automationInvoicingXero syncAI extractionCommissionsComplianceAudit trailsReminders
Casewise

Casewise helps Australian migration agencies and education consultancies manage their practice, clients, students and operations from one secure platform.

0490 103 650support@casewise.com.au

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