Billing software for law firms and accounting firms
Bank statement PDF converter for QuickBooks, Xero, and Excel
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Not given
Freemium
Pricing
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.
Free: 1 PDF page without signup; 5 free pages per day for registered users. Starter: $23/month (or $279/year with 20% annual discount) for 4,800 PDF pages per year. Professional: $47/month (or $566/year with 20% annual discount) for 12,000 PDF pages per year. Business: $79/month (or $949/year with 2
Key features
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
PDF batch upload for multiple files up to 100 MB and 1,000 pages per file
QuickBooks Online export in 3-column and 4-column CSV formats
Xero-compatible CSV export with standardized columns
Excel (XLSX) export with comprehensive transaction details
Preview and review before export with balance warnings
Support for bank and credit card statements from any bank
Automatic credit refunds for failed conversions
TLS encryption for data in transit and automatic file cleanup
What makes it different
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
No manual data retyping — automatically extracts transactions from any bank's PDF statements
Multiple export formats optimized for QuickBooks, Xero, and Excel in a single conversion
Works with any bank's PDF statements without requiring integrations or login credentials
ModusBill
Exact Statement