Financial Operations
Autonomous billing, collections, and IOLTA trust reconciliation
Revenue MTD
$0KOutstanding A/R
$0KIOLTA Trust
$0MCollection Rate
0%Three-Way Reconciliation View
$ Bank Balance
$1,234,567.89
As of today
= Book Balance
$1,234,567.89
As of today
✓ Client Ledger Total
$1,234,567.89
As of today
Reconciled
Revenue Trend (12 mo)
Revenue by Practice Area
Accounts Receivable Aging
0–30 days$112K
31–60 days$67K
61–90 days$33K
90+ days$22K
IOLTA Three-Way Reconciliation
Trust ledger, client ledgers, and bank statement reconciled automatically by Vault.
Bank Statement Balance$1,234,567.89
Trust Ledger Balance$1,234,567.89
Sum of Client Ledgers$1,234,567.89
Balanced — $0.00 variance