TriBalanceStart your first close
Guided first close · no bank connection required

Turn three trust records into one close you can defend.

Upload the bank statement, trust journal, and client-ledger export. TriBalance reconciles them, surfaces what needs judgment, and binds attorney approval to the exact report version.

Start your first close See how it works
Illustrative workspace

Supervising attorney workspace

Welcome back, Sarah

Client Trust Account · First California Bank · ••••4821

Upload records →
APR

Ready for attorney approval

April 2026 is ready for final attorney judgment and retention.

Review the exact source, balance, exception, and reviewer record before approving the retained report.

Owner: supervising attorneyExact source recordVersioned decision
Review and approve →

This month's control

April 2026

In balance
Adjusted bank$488,641.25
Trust journal$488,641.25
Client ledgers$488,641.25
✓
3 required sources acceptedBank statement, trust journal, client ledgers
✓
Independent review completedSource totals agree and no exceptions remain open.

Recent records

Approved & retained

  • ● APPROVEDFebruary 2026Report v1 · retained
    View
  • ● APPROVEDJanuary 2026Report v1 · retained
    View
  • ● APPROVEDDecember 2025Report v1 · retained
    View

Illustrative records, real product structure. The navigation, control states, evidence links, and approval gates mirror the authenticated workspace.

Attorney signs every pack·3-way reconciliation engine·Private source retention·Fail closed on incomplete books
Getting started

Your first close, done with you.

No free trial to fumble through alone. You start with a real reconciliation on your own books, walked through step by step, and you only keep going if the result holds up.

Choose

Pick your plan

Choose a plan and check out. Bring last month's bank statement, trust journal, and client-ledger balances for your first close.

Reconcile

We run your three-way

On the session, TriBalance reconciles your real books, surfaces every exception with linked evidence, and assembles the pack with you.

Guarantee

Review-ready, or you don't pay

You review and sign a pack structured for attorney review and retention. If it is not, your first month is refunded and you keep the export.

The reconciliation isn't optional.
Doing it alone doesn't have to be.

01 · The Problem
01

Three systems, no connection

QuickBooks for the journal. Spreadsheets for client ledgers. PDF statements from the bank. None of them talk to each other. You spend hours every month stitching it together by hand.

4-6 hours per month can disappear into a single manual three-way.
02

One mistake, real consequences

A negative client ledger. A bank fee on the IOLTA account. A missing supporting record. The state bar doesn't ask how busy you were.

Trust account violations are among the most common grounds for attorney discipline.
03

Generic software was not built for this

QuickBooks and Xero do not understand IOLTA. They do not prevent negative client balances. They do not track trust-to-operating transfers. You are manually enforcing rules that software should enforce for you.

04

Your bar number is on the line

Monthly three-way reconciliation is required. Supporting records must be retained for years. Compliance reviews can happen at any time. We prepare the record. You remain the professional of record.

You upload. TriBalance reconciles.
You review and sign.

02 · Process
Step 1

Intake

Upload CSV exports for your bank statement, trust account journal, and client-ledger balances. Completeness, period, and opening-balance checks run before reconciliation. Missing or conflicting inputs create a hard stop.

Upload
Step 2

Normalize & classify

Source records become canonical transactions with full provenance. Deterministic rules handle routine classification. Anything unresolved is flagged for review, never silently posted.

Normalize
Step 3

Three-way reconcile

The engine computes adjusted bank balance, journal balance, and client ledger total. All three must agree exactly. No floating-point arithmetic. Every adjustment references a source item.

Reconcile
Step 4

Exception detection

Negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions are surfaced with linked evidence and severity codes. The software describes conditions. You make the legal judgment.

Review
Step 5

Your review and approval

Review the complete pack: reconciliation summary, supporting schedules, exception list with evidence, unresolved questions, and an approval tied to the exact report version. You resolve legal judgments and sign.

Approve

Every month, one complete pack
ready for your review.

03 · Deliverable
01 · Recon

Reconciliation summary

Three independently calculated closing balances: bank, journal, and client ledger. Every input file is retained with a hash and a private source path.

02 · Exceptions

Exception register

Every variance, stale item, and unclassified transaction flagged with severity, evidence links, and review status.

03 · Schedules

Supporting schedules

Bank reconciliation detail, journal summary, per-matter ledger balances, outstanding items schedule.

04 · Export

Portable records

PDF reports and CSV exports for the period record. Your evidence stays attributable and portable.

05 · Sign-off

Attorney certification

Explicit approval section tied to the exact report content. Any source change invalidates the prior approval.

06 · Record

Tamper-evident record

Versioned, timestamped, and hashed with private retained sources. Exportable in standard formats. Your record, not ours.

What this software does not do
is as important as what it does.

04 · Boundaries

TriBalance is trust accounting software. It is not legal advice. It is not an audit. It is not a compliance guarantee. It is a tool, and like any tool, the professional using it bears ultimate responsibility.

You remain the attorney of record. You make every legal judgment. You sign every report. The software reconciles the numbers and flags potential issues. You decide what they mean and what to do about them.

  • 01No autonomous financial actionThe system never moves money, edits a bank account, initiates a transfer, or files a court form.
  • 02Attorney approval is a real gateApproval is explicit, versioned, timestamped, and tied to exact report content.
  • 03No silent uncertaintyEvery extracted field and proposed category carries provenance, confidence, and review status.
  • 04Fail closedMissing statements, out-of-balance books, or unexplained ledger changes block completion.

Built on State Bar Trust Accounting Guidance

IOLTAInterest on Lawyers Trust Accounts, mandated client fund protection in every state
3-wayMonthly three-way reconciliation, bank, journal, and client ledgers must agree
NegNo negative client balances, built-in controls prevent commingling and overdrafts
sourcePrivate source retention with explicit hashes and short-lived downloads

Built for the attorney who signs,
not the spreadsheet they inherit.

05 · Proof
Every reconciliation begins with source records, not a black-box recommendation.
Evidence-linked input Bank, journal, and client-ledger records stay traceable through the pack.
No report becomes final because a model sounded confident.
Explicit attorney gate Approval is versioned, timestamped, and invalidated when source data changes.

No customer testimonials are presented before they are earned. The proof available today is structural: source provenance, deterministic reconciliation, an explicit attorney gate, and portable records.

Free trust close stress test

Find the exact line where your monthly close would fail.

The Trust Close Packet Stress Test gives you a sample month-end close packet with three planted failures: a balance mismatch, a negative client ledger, and a bank fee charged to trust principal. In 10 minutes, you mark what would block attorney approval and compare your answers to the review key.

  • A one-page sample close packet with bank, journal, and ledger totals
  • A reviewer key showing which issues block sign-off and why
  • The exact source bundle TriBalance asks for in your guided first close
Trust Close Packet Stress Test

By requesting the Stress Test, you agree that we may email you the materials and follow up about TriBalance, and you acknowledge the Privacy Policy.

One email with the sample packet and answer key. No spam, no shared details, and no client data needed.

Software that handles trust accounting
so you don't have to.

06 · Pricing
Solo
$79/month

One trust account, one attorney. The full control, start to signed record.

  • 1 trust account
  • 1 user
  • Three-way reconciliation
  • Exception detection with evidence links
  • Independent review and attorney approval
  • PDF + CSV export
  • Private source retention
Most firms start here
Firm
$149/month

Up to 3 trust accounts and 3 users. Everything in Solo, for a small team.

  • Up to 3 trust accounts
  • Up to 3 users
  • Everything in Solo
  • Multi-matter management
  • Bulk CSV export
  • Priority email support
  • Team audit log view
Practice
$249/month

Up to 10 trust accounts, unlimited users. Everything in Firm, plus rule packs.

  • Up to 10 trust accounts
  • Unlimited users
  • Everything in Firm
  • State rule packs on release
  • Early access to new features
  • Dedicated support

Every plan starts with a guided first close. If your first pack is not review-ready, your first month is refunded and you keep the export.

Questions? hello@tribalance.io

Questions before you move trust data.

07 · FAQ
Is there a free trial?
No. A trial would leave you to upload real trust data and finish a reconciliation alone, which is the hardest part. Instead you start with a guided first close: you pick a plan, we run your first three-way on your own books with you, and if the pack is not review-ready your first month is refunded and you keep the export. You carry no risk, and you never hand your license to unattended software.
Does this replace QuickBooks or my practice management software?
TriBalance handles trust account reconciliation, the three-way your state bar requires. Many firms keep QuickBooks for operating books and Clio or MyCase for practice management. TriBalance is the trust accounting layer that plugs into your existing stack. You should not maintain two conflicting versions of the same trust ledger.
Is this legal advice or a bar endorsement?
No. TriBalance is software. It is not a law firm, not an audit, and not a compliance guarantee. You remain the attorney of record. The software reconciles the numbers and flags potential issues; you judge and sign.
Does TriBalance connect directly to my bank?
Not yet. The current production workflow is a three-source CSV intake: bank statement, trust journal, and client-ledger balances. We do not claim a bank feed until a provider connection, consent flow, webhook handling, and ongoing data-quality controls are live.
What if my books are a mess right now?
The software needs clean opening balances to produce reliable reconciliations. If your historical books are incomplete, you may need to engage a legal bookkeeper or CPA to establish clean starting balances before your first close.
How does the attorney approval gate work?
Nothing is final until you explicitly approve the exact report version. Approval is timestamped, versioned, and tied to report content. If sources change after approval, the prior approval is invalid and the pack must re-run.
Who is this not for?
Firms that never hold client funds. Large enterprises that need multi-entity ERP hooks on day one. If you already run a full legal-specific accounting suite that handles three-way IOLTA reconciliation automatically and you love it, stay put. For everyone else, TriBalance is the trust accounting layer your current stack is missing.
What if my state has specific trust accounting rules?
The reconciliation engine applies general trust accounting principles. State-specific rule packs are planned for future release. Until then, you remain responsible for ensuring outputs meet your jurisdiction's specific requirements. Consult your state bar's trust accounting guidance or ethics counsel if uncertain.

A reproducible monthly record. Surfaced exceptions. The evidence you need to review and retain.

TriBalance turns raw trust-account records into a reviewable monthly control package. Choose a plan, run your first close, review the pack, sign, and keep the record.

Choose your plan

Guided setup · Review-ready or your first month is refunded

Not ready to sign up? Run the free Trust Close Packet Stress Test first.