Trust & Operating · Accounting Seed Add-On

3-Way Reconciliation

Bank, Book & Client Ledger — Always in Balance

Trust accounting demands that three numbers always agree: your bank balance, your book (GL) balance, and the sum of your individual client trust ledgers. 3-Way Reconciliation puts all three side by side with a live difference indicator, so you can prove compliance and catch discrepancies the moment they appear.

What You Get

3-Way Reconciliation Features

Live GL vs. Client Balances

Compare general ledger balances against the sum of matter / client trust ledgers in real time.

Bank Statement Reconciliation

Tie out cleared transactions against your bank statement on the same record.

Real-Time Difference Indicator

Instant green/red status the moment the three balances drift out of agreement.

Trust Compliance Ready

Purpose-built for the three-way reconciliation that bar and trust rules require.

Why It Matters

Built to Save You Time

Stay compliant with trust accounting and IOLTA rules
Catch out-of-balance conditions instantly
See bank, book, and client balances on one screen
Reduce month-end reconciliation time

3-Way Reconciliation

Extends Accounting Seed — works inside the Salesforce you already use.

Ideal For

Industries that get the most from 3-Way Reconciliation

Law Firms

Streamline Legal Operations

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See 3-Way Reconciliation in Action

Tell us about your Accounting Seed setup and we'll walk you through how 3-Way Reconciliation fits your workflow.

Free consultation with our team
Built natively for Accounting Seed
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