Accounting

Empower your firm

to work smarter with secure collaboration features, business tools and intelligent insights at every step.

Take control of financial data

Better manage your cash flow, bank reconciliations, assets, budgeting and matter costing while shortening cycle times with the late payment–prediction extension.

Accelerate financial closing and reporting

Reduce month and year-end closing times with connected general ledger, accounts receivable, payables and fixed assets data. Streamline approval workflows using Power Automate.

Make more profitable financial decisions

Connect reports, charts, and Power BI data from across accounting, legal operations, purchasing and administration teams to get accurate insights and make financial decisions with confidence.
Accounting Features
MatterX will help your firm work smarter together, automate time-consuming manual tasks and make better, data-driven decisions.

Trust accounting

Setup trust accounts to facilitate various trust related transactions including trust-to-office and trust payments.

General Ledger

Setup companies and post to the general ledger through general journals.

Dimensions

Use dimensions in transactions in all ledgers for important parts of the business, such as your departments, area-of-law, matters and geographical areas.

Budgets

Track business progress using budgets in the general ledger. Use budgets in financial reports, user defined analysis in account schedules, or in data sent to Power BI for data sharing and analysis.

Multi-currency

Conduct business with customers and vendors in any number of currencies. Use multiple currencies on sales and purchase documents, in bank transactions and payments in payables and receivables.

Cash flow forecast

Predict how your firm's liquidity will evolve over time. Forecast expected cash receipts and disbursements plus available liquid funds.

Cost accounting

Get insight into costs through the visibility of actual and budgeted costs of operations, departments and matters.

Bank accounts

Create, operate and manage multiple bank accounts to cater to diverse business needs and across different currencies.

Cheques

Print cheques as automated electronic cheques or to write them manually, both with flexible options for voiding, reprinting, using cheque forms with the pre-printed stubs and testing before printing.
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MatterX will help your firm work smarter together, automate time-consuming manual tasks and make better, data-driven decisions.