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IOLTA Account Interest Transactions

Monthly, this bot records interest on lawyers trust.

Function:

Case Management

Law Firm Management

Steps

  1. Login to online banking portal.
  2. Download must current bank statement.
  3. Login to Accounting/ERP system. Add journal entries for any interest in and out of the trust account.
  4. 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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