Download invoices from 500+ portals and email automatically, ready for accounting software
Billing software for law firms and accounting firms
Stage
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Founded
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Based in
GB
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Pricing model
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Pricing
Basic: $19/month billed annually (600 documents/year, 1 team member); Business: $49/month billed annually (6,000 documents/year, up to 5 team members); Enterprise: $99/month billed annually (unlimited documents, unlimited team members). All plans include 14-day free trial.
Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
Key features
Automatically downloads invoices from 500+ websites
Connects to Gmail, Outlook, and IMAP email clients
OCR and AI data extraction
Receipt scanning via WhatsApp
End-to-end encryption for synced data
Credentials stored locally on device
Export to Xero, QuickBooks, Google Drive, DATEV, and sevDesk
Accountant access and team collaboration
Document limits per plan
Human support included in all plans
Time tracking with billable-hour revisions
Flat fees and retainers
IOLTA trust accounting with three-way reconciliation
Online invoicing with secure payment links
Online payments via Stripe and PlaceToPay
LEDES 1998B electronic billing export
QuickBooks Online two-way integration
Recurring billing for standing charges
A/R aging and collection reporting
Bilingual support in English and Spanish
What makes it different
Runs on your machine with data collected locally
Supports 500+ supplier portals without repeated logins
Credentials stored locally, never sent to Booksmate servers
Combines invoice portals, email, and receipt scanning in one platform
Automatic invoice data categorization with AI
Matter-based organization for law firms and engagement-based for accounting firms in one platform
IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
Every feature in every pricing tier, no modules or per-invoice fees
Data import from current billing systems with CSV mapping and validation
Automatic payment posting and reconciliation with online payments
Booksmate
ModusBill