You’re the one who closes the books, feeds the accounting system and faces the reporting accountant — so you get a page of your own, without marketing gloss. SolicitorOS is not an accounting system and doesn’t pretend to be; it’s built to hand you clean figures.
Every invoice with net, VAT rate, VAT amount, gross, paid and balance — and a one-click Accounting export (CSV) shaped for Sage, Xero or QuickBooks imports. Debtor ageing buckets are on the billing screen, not in your spreadsheet.
Client-by-client ledgers, receipts and payments with references, reversal entries instead of deletions, and a monthly three-way reconciliation — bank statement to ledger to the sum of client balances.
The client account audit pack assembles the period summary, month-by-month reconciliation coverage, negative-balance exceptions and dated CSV registers — the file the reporting accountant asks for, kept all year.
Finance users see billing, payments and client account entries without wading through matters and correspondence — role-based permissions, with audit logs on the sensitive actions.
No, and it doesn’t try to. SolicitorOS runs the practice — matters, billing, client account entries — and exports clean CSV registers your accounting system imports. Your general ledger stays where it is.
Open invoice balances and client balances are captured as opening entries. Most firms run the old system read-only alongside SolicitorOS for a month before cancelling.
Client account entries correct by reversal entry, not deletion, and key actions are audit-logged with the user and time. That protects you as much as the firm.
Built-in support with tracked requests — and because the whole firm works in one system, "the figures don’t match the file" conversations get shorter.
Open the free trial, capture one week of invoices and trust movements, and run the exports. If month-end isn’t easier, the trial cost you nothing.
Start the free trial