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Three-Way Trust Account Reconciliation

This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.

Industry:

Legal

Finance/Accounting

Function:

Case Management

Law Firm Management

Steps

  1. Check to make sure every transaction in the bank account matches the transactions in the trust checkbook.
  2. Check to make sure every transaction in the trust checkbook matches the transactions in the individual Client Trust Ledger.
  3. Check to make sure that all three balances match.
  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.

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