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Use Case

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Credit Card Fee Trust Account Adjustment

This bot locates and transfers back to the IOLTA account credit card processing fees.

Function:

Case Management

Law Firm Management

Steps

  1. Login to Merchant Services account.
  2. Navigate to deposits and get the Credit Card Processing fee.
  3. Login to online banking.
  4. Transfer Credit Card Processing into trust account.
  5. Make journal entry in Accounting/ERP system to trust account.
  6. Update exceptions and results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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