Ratings and Reviews 0 Ratings
Ratings and Reviews 10 Ratings
Alternatives to Consider
-
8am8am is an all-in-one professional business platform designed to simplify firm management and empower professionals to focus on the work that matters most. Trusted by more than 260,000 users and approved by 175+ professional associations, it combines the capabilities of leading products—LawPay, MyCase, CasePeer, DocketWise, CPACharge, ClientPay, and AffiniPay—into a single, intelligent ecosystem. Each solution addresses a vital aspect of professional operations: LawPay accelerates payments and ensures compliance, MyCase streamlines practice management, CasePeer enhances litigation workflows, and CPACharge modernizes accounting. With secure, next-day deposits, automated billing, and customizable dashboards, firms gain control and visibility across every client interaction. 8am also offers industry-specific features like IOLTA compliance, PCI Level 1 security, and 70+ legal software integrations, ensuring every firm meets the highest professional standards. Its cloud-based architecture promotes collaboration and real-time insight across teams, allowing professionals to operate seamlessly whether in-office or remote. Beyond technology, 8am delivers white-glove customer support and deep industry expertise built from two decades of innovation. The company’s annual Kaleidoscope conference brings users together for practical insights, peer learning, and a forward look at emerging trends. Designed for law firms, accountants, and associations alike, 8am helps professionals reduce administrative overhead and reclaim their time. It’s not just management software—it’s the foundation for running a modern, client-centered firm with confidence and clarity.
-
LawmaticsCreate an integrated and effective system utilizing Lawmatics' law office intake form templates that you can install and forget, enabling you to concentrate on essential responsibilities while your legal CRM handles client intake and marketing efforts. This robust CRM for attorneys not only aids in acquiring new clientele but also simplifies reconnecting with your existing pool of former clients through automated documentation processes designed for law firms. By keeping your practice readily available for clients when new requirements arise, you can generate a consistent revenue flow through workflow automation specifically tailored for legal services. The incorporation of automated follow-ups ensures immediate engagement with potential clients, safeguarding against missed opportunities. Clients will recognize and appreciate your organized and technologically sophisticated method of managing their cases right from the initial interaction with your firm. With functionalities such as instant electronic signatures for legal documents and automatic follow-up reminders, our cutting-edge software aims to impress, leaving a memorable positive impact on your clients. Moreover, by refining these operations, your firm can significantly boost client satisfaction while simultaneously enhancing overall operational efficiency, leading to long-term success in your legal practice. In this way, you can build stronger relationships with clients, ensuring they feel valued and supported throughout their legal journey.
-
XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
-
Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
-
CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
-
KonstructIQKonstructIQ represents a groundbreaking solution that leverages artificial intelligence to meet the diverse requirements of residential general contractors, remodeling firms, and home builders by optimizing both the construction process and financial oversight. This all-encompassing tool manages the project lifecycle seamlessly, offering quick and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all accessed through a single platform. Its estimating capabilities empower contractors to generate accurate bids rapidly, with customizable cost codes and options for markup or margin calculations, while also accommodating both cost-plus and fixed-price pricing strategies. Once an estimate is approved, it seamlessly transitions into the project budget, ensuring that all bills, invoices, or change orders are automatically updated to reflect on the budget, allowing contractors to maintain accurate job costing and monitor profitability effectively. Furthermore, the platform streamlines payment processes for subcontractors and suppliers, offering a variety of payment options such as ACH transfers, checks, debit and credit cards, virtual cards, or Zelle, and it also allows clients to settle invoices easily via an intuitive portal, significantly improving cash flow. This comprehensive approach not only alleviates administrative burdens but also fosters financial transparency for contractors, leading to enhanced efficiency in completing projects. In essence, KonstructIQ serves as a vital tool that empowers contractors to focus on what they do best while ensuring that the financial side of their projects is meticulously managed.
-
FilevineFilevine, powered by LOIS (Legal Operating Intelligence System), is a comprehensive AI-powered legal intelligence platform designed to create a unified system of truth for modern legal practices. It brings together data, documents, workflows, and teams into a single, AI-native environment that enhances clarity and consistency. The platform enables legal professionals to perform key tasks such as fact verification, deposition preparation, and case management with greater accuracy and efficiency. LOIS uses contextual intelligence to analyze the entire matter lifecycle, providing actionable insights and guidance tailored to each case. It supports a wide range of capabilities, including document management, contract management, billing, time tracking, eSignatures, and business analytics. The system automates workflows and connects information across all legal processes, reducing manual work and improving collaboration. Its agentic intelligence allows it to plan, act, and learn continuously to achieve desired legal outcomes. Filevine provides real-time visibility into operations, helping teams make informed decisions. The platform is designed to scale across enterprises and government organizations, supporting complex legal environments. It enhances productivity by streamlining repetitive tasks and improving data accessibility. By replacing fragmented systems with a single integrated platform, it simplifies legal operations. Its AI-driven insights help improve accuracy and reduce risk in decision-making. The platform also supports strategic planning by connecting legal data to outcomes. Ultimately, Filevine empowers legal teams to operate more efficiently, deliver better results, and achieve their goals with confidence.
-
ZenTreasuryZenTreasury is the financial contract accounting subledger for the Office of the CFO. Group controllers, CFOs, treasury managers, and auditors all work from the same contract data, because the ERP that posts the journal entry does not know the contract behind it. Add a lease once and ZenTreasury generates the right of use asset, the liability, and the full period by period schedule automatically, with depreciation, interest, and balance carry forward following the standard from day one. Index-linked remeasurement is handled automatically: index rates, base values, applied dates, and next indexation dates are tracked per contract and applied on schedule. Every modification, including scope changes, term extensions, rate revisions, and partial terminations, triggers a recalculation and is logged with a timestamp and user, so the before and after picture is always there without a follow up request. On the treasury side, ZenTreasury centralises FX position management (forwards, swaps, cross currency instruments with mark-to-market), internal and external loan and money market tracking with DCF valuation against yield curves and automated interest calculations, trade finance and guarantee monitoring with fee and exposure tracking, and group wide cash flow forecasting with scenario modelling. All multi entity, multi currency, with a complete per-field audit trail and direct bank connectivity. Every customer gets a dedicated, isolated database, so lease and treasury data is never shared with other tenants. This is a meaningful differentiator for enterprise audit and GDPR requirements. Multi entity, multi currency, SSO (Azure, Entra, Google, Microsoft 365), MFA, and role-based access are all included. It is one platform, not a bundle of modules: accounting is included, and pricing scales to the contracts, entities, and users you actually run. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client
-
Collect!Collect! serves as a robust and adaptable debt collection software designed to streamline and automate various workflows. Whether you are a startup or a large enterprise, this software provides tailored solutions to meet your specific needs. Engineered for third-party collection agencies, debt buyers, and first-party collectors of all sizes, Collect! offers the flexibility to configure the system according to your operational requirements. You can easily utilize the extensive settings and options within Collect! to establish a workflow that suits your unique processes. Pre-configured for third-party debt collection methodologies, Collect! allows for customization to any extent you desire, making it as simple or detailed as you wish. Additionally, Collect! integrates seamlessly with a growing number of external systems and is continually developing white-label add-on programs to enhance its functionality. Designed for scalability, you can begin with the version that fits your current needs and expand by changing editions or adding seats as your organization grows. Importantly, all configurations and customizations persist through updates, upgrades, and changes in editions. Packed with an array of features, Collect! facilitates automation from the initial contact to the final payment, empowering both consumers and clients to self-manage their accounts effectively. With capabilities such as comprehensive import functions, user permission settings, advanced reporting tools, account segmentation, credit bureau reporting, and legal functionalities, Collect! enables you to create a highly personalized collection system tailored to your business. Furthermore, the user-friendly interface ensures that accessing these features is straightforward and intuitive for all users.
-
MelioMelio serves as a streamlined accounts payable solution aimed at enhancing bill payment processes, optimizing operational workflows, and boosting cash flow management for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Melio’s platform enables users to make payments to vendors via online bank transfers or credit and debit cards, even when those vendors only accept checks, which not only helps in managing cash flow but also allows users to earn rewards. Melio integrates seamlessly with accounting software such as QuickBooks and Xero, ensuring that your financial records remain current. With Melio, you’ll get to streamline your day-to-day work. Either input vendor information or bill details manually, upload documents, or take a photo of the invoice for quick processing—it’s incredibly user-friendly. Payments can be scheduled in alignment with your cash flow strategy, and Melio will make those payments happen. International vendors? Our platform facilitates payments to global vendors in USD or the local currency, ensuring smooth transactions for various services and products. This comprehensive approach makes managing accounts payable more efficient and less stressful than ever before. Finally, no matter where your business takes you, Melio can follow—just be sure to download the mobile app, available on iOS and Android, to manage your business payments on the go.
What is Juris?
Elevate your firm's financial performance by adopting a holistic financial management solution that addresses all aspects of financial operations. This streamlined system effectively manages billing, accounting, expenses, and more, proving to be indispensable for many firms seeking greater efficiency. When conventional billing solutions fail to meet your firm’s needs, consider LexisNexis® Juris®, a sophisticated software for timekeeping, billing, accounting, and financial management that aims to boost your business's overall effectiveness. With its powerful features, Juris provides excellent tracking for receivables, payables, trust accounting, and budgeting, ensuring you have all the tools necessary for financial oversight. Moreover, Juris equips firm leaders with analytical tools and real-time performance insights that facilitate informed decision-making and drive financial achievement. Its adaptable features for timekeeping, billing, e-billing, and accounting not only enhance usability but also maintain a thorough audit trail for transparency. By personalizing your time-entry procedures, you can effectively capture more billable hours, further strengthening your firm's financial position. In essence, an investment in Juris not only streamlines your operational processes but also sets the stage for your firm’s long-term growth and profitability, ensuring that you remain competitive in an ever-evolving marketplace. Additionally, this comprehensive approach allows you to focus on what truly matters: delivering exceptional service to your clients while maximizing your financial potential.
What is FreshBooks?
FreshBooks simplifies the invoicing and billing process for small enterprises. Renowned as a leading accounting and invoicing solution, FreshBooks caters to both self-employed individuals and small businesses alike. By streamlining invoicing and billing tasks, it enables companies to focus on their passions and core activities. Its extensive array of robust features encompasses expense tracking, time management, and payment processing capabilities. Moreover, the FreshBooks mobile application empowers users to manage their finances from any location, enhancing flexibility and productivity. This combination of features and convenience makes FreshBooks an invaluable asset for any small business.
Integrations Supported
AccessOwl
Agile CRM
Behave Health
CounselLink
CourtLink
DentalTap
Everhour
Formstack
GetResponse
Integrately
Integrations Supported
AccessOwl
Agile CRM
Behave Health
CounselLink
CourtLink
DentalTap
Everhour
Formstack
GetResponse
Integrately
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$6.30/month
Get 70% off for 3 month offer now!
Lite - $21 per month. Send unlimited invoices to up to 5 clients
Plus - $38 per month. Send unlimited invoices to up to 50 clients
Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Lite - $21 per month. Send unlimited invoices to up to 5 clients
Plus - $38 per month. Send unlimited invoices to up to 50 clients
Premium - $65 per month. Send unlimited invoices to an unlimited amount of clients
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LexisNexis
Date Founded
1970
Company Location
United States
Company Website
juris.com
Company Facts
Organization Name
FreshBooks
Date Founded
2004
Company Location
Canada
Company Website
www.freshbooks.com/
Categories and Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Categories and Features
Accounting
Looking to expand your business without the stress? FreshBooks enables you to make informed financial choices. Access personalized, up-to-the-minute reports that highlight both potential risks and opportunities, ensuring you maximize your tax deductions. Experience it for free or enjoy a 70% discount on FreshBooks today!
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing and Invoicing
Are you weary of tracking down invoices and managing endless documents? FreshBooks streamlines your billing workflow. Design elegant, customized invoices, dispatch them to your clients, and effortlessly monitor payment progress. By using FreshBooks, you can reduce administrative tasks and receive payments up to twice as quickly. Start your free trial or enjoy a 70% discount on FreshBooks today!
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Bookkeeping
Achieve financial clarity with robust bookkeeping solutions that empower you to make informed choices, strategize for expansion, and maintain compliance. FreshBooks streamlines this process, allowing you to take charge and gain insight, so you can concentrate on scaling your enterprise. Experience it for free or enjoy a 70% discount on FreshBooks today.
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Construction Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates
Expense Report
Effortlessly manage your finances with FreshBooks! Capture, organize, and take control of your expenses by tracking receipts, automatically importing bank transactions, and gaining valuable insights into your spending habits. Streamline your tax preparation and budgeting processes, ensuring you maintain a clear understanding of your financial flow. Experience it for free or enjoy a fantastic 70% discount on FreshBooks today!
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
Finance
Bid farewell to intricate spreadsheets and perplexing software! With FreshBooks, you can access all your vital financial tools in a single platform. This comprehensive accounting software simplifies your billing, payments, and bookkeeping processes. Experience it for free or enjoy a 70% discount on FreshBooks today!
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Payment Processing
FreshBooks simplifies the payment process, allowing you to get compensated quickly and easily. Accept credit card payments, Apple Pay, and bank transfers from your clients to accelerate your cash flow. Enjoy the convenience of automatic payment tracking and invoice reconciliation, which saves you valuable time. Start your free trial or take advantage of a 70% discount on FreshBooks today!
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Payroll
401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment
Recurring Billing
Streamline your invoicing process using FreshBooks. Create customized, polished invoices and send them to your clients effortlessly, all while tracking their payment status in real-time. Free up precious time typically consumed by administrative tasks and enjoy the advantage of receiving payments up to twice as fast. Sign up for a Free trial or take advantage of a 70% discount on FreshBooks today.
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Time Clock
Biometric Recognition
Hourly Employee Tracking
Messaging
Mobile Access
Online Punch Card
Payroll Management
Punch card
Reporting/Analytics
Salaried Employee Tracking
Sick Leave Tracking
Vacation / Leave Tracking
Workstation Tracking
Time Tracking
FreshBooks offers an intuitive and effective expense tracking solution that simplifies the process of monitoring your business expenditures. With this tool, you can effortlessly visualize your spending habits and assess your profitability, eliminating the need for complicated spreadsheets or cluttered receipt storage. Experience it for free or take advantage of a 70% discount on FreshBooks today.
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking