Automated invoicing
Log the work. Invoices draft and go out on their own.
The product
The financial back office your firm should already have.
Automated invoicing, automatic reconciliation, and books that are right by construction.
Built on the tools you already use
- Mercury
- Ramp
- QuickBooks
- Confido
- Plaid
- Justworks
- Google Workspace
A new way
The finance department, rebuilt.
Modern tools do the busywork. Your team does the judgment.
Automatic reconciliation
Every transaction matched, the books kept current. No month-end scramble.
One system of record
Trust, billing and the ledger in one place — always in agreement.
The platform
From new client to money in the bank.
Everything a firm's money touches, in one system.
Trust accounting
A per-client IOLTA ledger that can't overdraw, reconciled to the bank.
Time & billing
Log the work; invoices draft themselves. Hourly, fixed, or on a plan.
Books that close themselves
Bank, card and payroll sync and categorize. The month closes itself.
Engagement & e-sign
Intake to signed letter, conflict check built in.
Client portal
Clients see invoices and trust, and pay by ACH or card.
Finance operations
One desk for A/R, reminders, and what needs a decision today.
Precision
Money can only move one way: correctly.
Trust rules live in the database, not a checklist. Overdraws are refused. Every dollar is audit-logged and checked nightly.
- Per-client IOLTA ledger, reconciled to the bank
- Overdraws refused, every move logged
- A client dispute window before funds move
- Nightly checks on every number
Proof
Live in a firm today.
Everything here runs inside a Chambers-ranked firm right now — month-end close, invoicing, AR, AP, charge-offs, financial statement prep, and escrow tied to client and matter. It was built inside a firm because that is the only way to build exactly what a firm needs. A person approves. A person does not assemble.
Not a pilot. A real firm's finance and accounting operation, running every day.
Who's behind it
Built by a CPA.
Built to the standard a Certified Public Accountant would sign their name under.
Hayden Moore, CPA
CPA — Order
A CPA who has spent his career inside the numbers — audit at EY, and complex tax and trust work at Andersen. The exact discipline a law firm's money demands.
- CPA — Certified Public Accountant
- EY — Audit, Financial Services
- Andersen — Tax & advisory
- Chapman University — B.S. Accounting
Before anything is built
We map your firm before we build anything.
Every firm's money moves differently. Before a single thing gets built, we map how yours works today — every handoff, every manual touch, what gets automated and in what order. At no cost.
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