Financial Reports
Financial Clarity at a Glance.
Real-time dashboards, automated ledger entries, and actionable financial insights.
Feature
A Ledger That Keeps Itself Updated
Your chart of accounts and general ledger stay accurate with automatic entries from billing, payroll, and expenses. Less manual work, fewer errors.
- 103 pre-configured GL account mappings
- Automatic journal entries from billing and payroll
- Manual general entry support for adjustments
- Filterable ledger view with date range and account selectors
Feature
Control Expenses Before They Control You
Track expenses from requisition to payment with approval workflows. Record vendor payments with invoice uploads and maintain a complete audit trail.
- Requisition approval and decline workflows
- Expense payment recording with vendor invoice upload
- Automatic conversion from approved requisitions to expenses
Feature
See Your Revenue Story Clearly
Real-time dashboards show billing totals, collection rates, and outstanding receivables. Know exactly where your firm stands financially.
- Revenue dashboards with period comparison
- Billing analytics by matter, client, and advocate
- Outstanding receivables tracking and ageing
- Exportable reports for management review
Why Choose This Module
Built for Modern Law Firms
Auto GL Entries
Billing, payroll, and expense transactions automatically generate corresponding general ledger entries. Your books stay balanced.
Multi-Currency
Handle transactions in multiple currencies with proper formatting and conversion tracking for international matters.
Vendor Management
Maintain a firm-scoped vendor directory. Track payments, invoices, and balances per vendor with full audit history.
See Your Firm's Finances Clearly
Replace guesswork with real-time financial data. Make every business decision with confidence.