Simplify your bookkeeping.
Keep your firm’s accounting in order year-round. Manage all of your financials in Clio and export regular, up-to-date income statements and balance sheets. Your accountant will thank you for it. Clio also integrates directly with the most popular accounting softwares available, so you can avoid duplicating data entries between platforms, and keep everything up to date at all times.
Manage all of your billing and trust workflows in Clio and QuickBooks Online. When you update contacts, edit invoices, receive payments, or create credit notes in Clio, Clio will automatically update the information in QuickBooks Online.
Keep all of your billing and expense information up-to-date by connecting Clio with Xero. Whenever you update the status of an invoice, Clio will automatically update the information in Xero.