Home / PEXA Integration Automation

PEXA Integration: Automate Your Workspace Setup

PEXA is mandatory for electronic property settlement in Australia. But every workspace still requires manual data entry — financial schedules, party details, representor information. I build API integrations that create PEXA workspaces automatically from your matter management system.

15minCurrent per workspace
30secAfter integration
$48kAnnual waste (40 matters/mo)

What PEXA API integration automates

PEXA's API gives developers access to workspace creation, document lodgement, and financial settlement scheduling. Most firms use PEXA manually through the web interface — clicking through the same forms every matter. Here's what gets automated when you connect PEXA to your matter management system:

Workspace creation

Auto-generate PEXA workspace with correct matter type (transfer, mortgage discharge, caveat), financial settlement schedule, and jurisdiction (NSW, VIC, QLD). No manual form filling.

Party setup

Purchaser, vendor, incoming mortgagee, outgoing mortgagee — all populated from your CRM or matter management system (Smokeball, LEAP, Actionstep).

Financial settlement

Source funds from trust account in Xero, destination account details, stamp duty calculations, and adjustment figures — all mapped to PEXA's financial settlement schedule automatically.

Document lodgement

Transfer documents, mortgage discharges, caveats — generated and lodged through PEXA without manual upload.

Settlement notifications

Automatic SMS and email to clients at key milestones: workspace created, documents lodged, settlement scheduled, settlement completed.

Post-settlement sync

Settlement results sync back to Xero for invoicing, trust reconciliation, and matter closure.

Frequently asked questions

Can PEXA be integrated via API?

Yes. PEXA provides a developer API (PEXA API Services) for workspace creation, document lodgement, financial settlement, and workspace status queries. I build integrations against this API, tested on PEXA Sandbox. Your firm provides live PEXA access; I build the automation that connects to it.

Does PEXA integration work with my practice management software?

Yes. Whether you use Smokeball, LEAP, Actionstep, or a custom system, the integration sits between your matter management and PEXA. Data flows from your matter file to the automation layer to the PEXA workspace, with no manual re-entry.

Is PEXA API integration compliant?

The automation uses PEXA's official API and follows all PEXA standards. It does not bypass any regulatory or compliance step — it automates the data entry and document generation that you currently do manually within PEXA. All transactions still go through PEXA's compliance checks.

How much does PEXA integration cost?

A single-workflow PEXA integration (e.g., auto-create workspace from matter file) costs $3,000-$5,000. A full integration covering workspace creation, financial settlement, document lodgement, and post-settlement sync costs $8,000-$15,000. You own everything I build.

Do I need PEXA API access to get started?

You need an active PEXA subscription. The API access is configured through your PEXA subscriber account. I can build and test everything on PEXA Sandbox before you go live, so there's zero risk to your production environment.

Stop hand-entering PEXA workspaces

At 40 matters per month, manual PEXA setup wastes $48,000/year in billable time. Book your free Systems Review and see exactly what can be automated.

Claim Your Free Systems Review

Limited to 5 sessions per month.