For law firm partners: keep ledgers reconciled after payments

Law firm partners miss payment postings, creating audit gaps and billing delays. It posts payments and refunds into your ledger and accounting systems so finance has reconciled records and updated billing.

Overview

Missed payment postings create audit gaps and complicate month-end close for law firms. This workflow writes every payment and refund into your ledger and accounting systems, eliminating manual entry and ensuring reconciled records and accurate billing. Finance partners report faster reconciliations and fewer manual corrections.

Notable Features

Create invoice records in accounting
Post payments and refunds to ledger
Flag reconciliation mismatches for review