Keep law firm cash flow spreadsheet up to date

Finance staff at law firms miss emailed IOLTA CSVs, causing stale cash flow reports and compliance risk. Parsed CSVs update the cash flow spreadsheet so finance works from current transfer records.

Overview

Missed IOLTA transfer entries create stale cash flow reports and compliance exposure for law firms. Capture emailed IOLTA CSVs, parse them into your cash flow spreadsheet, and archive attachments so finance works from current transfer records; finance teams report faster reconciliation and fewer missed entries.

Notable Features

Import emailed IOLTA CSVs into spreadsheet
Map CSV columns to cash flow fields
Store attachments for audit and backup