CLIO ACCOUNTING

Accounting made approachable

Manage your finances in one system of record with intuitive accounting software crafted with legal professionals in mind.

*Available to law firms located in the U.S.

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Manage your finances in one system of record

Manage your firm’s cash flow, reconcile accounts, and analyze transactions seamlessly in the same system you use every day. Every invoice, payment, and expense automatically updates your records, giving you an accurate view of your financial health.

Secure, compliant, and you can do it on your own

Record, organize, and analyze every financial transaction from the place you manage your firm.

Complete your financial workflow

No more toggling between disconnected solutions. Reduce the risk of error by automating journal entries, transaction matching, and reconciliation in compliance with jurisdictional requirements.

  • Auto sync information from Clio Manage
  • Record vendor and operating expenses
  • Reconcile trust and operating accounts
  • Generate financial statements
  • Monitor firm performance in real time

I really enjoy that Clio Accounting is a part of Clio Manage. This allows for more productivity and fewer manual entries.

Nicholas Matlach

President, ioLiberum Law Firm, P.C.

We spoke to legal professionals, accountants, and bookkeepers about using Clio Accounting. Here’s what they had to say.

Built for legal professionals, not just accountants

Intuitive workflows, so you know exactly what to do

Manage your firm’s finances without professional designations, decades of experience, or weeks of training.

Quality support from the team you know and trust

Get hands-on support by phone, email, or live chat for your financial inquiries—from billing to accounting.

Complimentary access for your accountant

Give your accountant or bookkeeper access to the financial information they need at no extra cost.

Everything you need, and nothing you don’t

Firm dashboard

Monitor your financial health in real time with a bird’s eye view of your finances and outstanding tasks.

Bank sync

Stay on top of your books by automatically syncing transactions from your bank account to your ledger.

Accounts receivable

Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.

Hard cost sync

Accurately record hard costs by automatically syncing financial information from Clio Manage.

Expense management

Stay on top of your expenses to identify spending trends and cost-saving opportunities.

Vendor management

Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.

Financial reporting

Get business critical insights for law firms, including reconciliation, income, cash flow, and more.

Reconciliation

Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.

Trust accounting

Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.

Legal accounting resources

Legal accounting doesn’t have to be intimidating. Check out these resources to help you get started.

Get Started With Clio Accounting

Resource

Learn everything you need to know about getting started with Clio Accounting, built specifically for legal professionals.

Legal Accounting 101: A Guide for Law Firms

Guide

Learn everything you need to know about legal accounting for law firms, how to harness legal accounting technology, and how to prep for tax season.

Take control of your accounting today

See how you can manage every aspect of your firm from one place by adding Clio Accounting to your plan.

*Available to law firms located in the U.S.