Clio Accounting
by Clio
Features of Clio Accouting include:
Firm dashboard: Monitor your financial health in real time with a bird’s-eye view of your finances and outstanding tasks.
Bank sync: Stay on top of your books by automatically syncing transactions from your bank account to your ledger.
Accounts receivable: Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.
Hard cost sync: Accurately record hard costs by automatically syncing matter information from Clio Manage.
Expense management: Stay on top of your expenses to identify spending trends and cost-saving opportunities.
Vendor management: Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.
Financial reporting: Get business-critical insights for law firms, including income, cash flow, balance sheets, and more.
Reconciliation: Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.
Trust accounting: Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.