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Clio Accounting
Vancouver, Canada
What it is
Clio Accounting is legal and trust accounting software for law firms and legal professionals. It brings firm finances into one system and automates financial workflows, transaction matching and reconciliation. The software keeps earned and unearned funds separate, reconciles trust and operating accounts, and provides ledger and reconciliation reports. Bank transactions are matched to the firm’s books automatically. Other financial tools cover accounts receivable and payable, vendor and expense management, cash-flow oversight and tax reports. Accounting is included with Clio plans from Starter upward, but it cannot be bought separately and requires a Clio Manage subscription. Starter costs $49 a month per user and includes Clio Manage, legal accounting, and trust and operating reconciliation. Clio also offers an API and more than 250 app integrations, including QuickBooks and Xero. Its plans include 24/5 live chat, phone and email support, plus training and an online help center. Clio reports a 99.9% uptime guarantee.
For and against
For
- Separates earned and unearned funds
- Automatically matches bank transactions to firm books
- Includes ledger and reconciliation reports
- More than 250 app integrations
- Every plan includes 24/5 support
Against
- Cannot be purchased as a standalone product
- Requires a Clio Manage subscription
- Starter is billed per user
The verdict
Clio Accounting covers trust accounting alongside broader firm financial workflows and reporting. It may fit firms already using Clio Manage, but it is not available as a standalone purchase.
Who it suits
Clio Accounting is intended for law firms of every size and legal professionals managing trust and operating accounts. It requires a Clio Manage subscription.
Plans and prices
Starter
Clio Manage · legal accounting built in · trust and operating reconciliation · time and expense tracking
Read 15 Oct 2026 · clio.com
Core
Everything in Starter · AI billing drafts · secure client portal · automated client updates
Read 15 Oct 2026 · clio.com
Elite
Everything in Signature · Grow AI · online intake and scheduling · reputation and referral tracking
Read 15 Oct 2026 · clio.com
Signature
Everything in Core · unlimited custom roles · matter stages · multi-currency billing
Read 15 Oct 2026 · clio.com
On the record
- Accounting availability
- Clio Accounting cannot be bought separately; a Clio Manage subscription is required.help.clio.com · read 15 Oct 2026
- Accounting method
- The product is designed for cash-basis accounting.help.clio.com · read 15 Oct 2026
- API authentication
- The Accounting API uses OAuth 2.0 bearer tokens issued through the Clio API Hub and supports dated OpenAPI versions or an unstable version.docs.developers.clio.com · read 15 Oct 2026
- API licence
- The developer documentation identifies the Clio Accounting API licence as proprietary.docs.developers.clio.com · read 15 Oct 2026
- API region
- The Accounting API documentation says the service is available in the US region only and uses one production base URL.docs.developers.clio.com · read 15 Oct 2026
- Bank feeds
- Bank-feed synchronization requires a financial institution supported by Plaid.help.clio.com · read 15 Oct 2026
- Check printing
- The pricing comparison lists check printing, automatic transaction matching, cash and accrual reporting, and trust and operating reconciliation in every plan.clio.com · read 15 Oct 2026
- Company founding
- Clio says Jack Newton and Rian Gauvreau co-founded the company in 2008.clio.com · read 15 Oct 2026
- Company legal name
- Clio's website footer identifies the maker as Themis Solutions Inc. (Clio).clio.com · read 15 Oct 2026
- Compliance
- Clio lists GDPR, PCI DSS, HIPAA support, and PIPEDA compliance on its security page.clio.com · read 15 Oct 2026
- Developer access
- Clio provides an API for building custom integrations and workflow automation.clio.com · read 30 Sep 2026
- Documentation and support
- Plans include a help center, online user community, virtual training, and 24/5 live chat, phone, and email support.clio.com · read 15 Oct 2026
- Encryption and hosting
- Clio encrypts data in transit with HTTPS/TLS 1.2 or higher, encrypts stored data with AES-256, and offers hosting in Canada, the United States, Europe, and Australia.clio.com · read 30 Sep 2026
- Extensibility
- Clio supports custom integrations through its API, independent developers, consultants, and Zapier workflows.clio.com · read 15 Oct 2026
- Financial management
- Features include accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reports.clio.com · read 30 Sep 2026
- Financial workflows
- Clio Accounting automates transaction matching, account reconciliation, bank synchronization, accounts receivable, and accounts payable tracking.clio.com · read 15 Oct 2026
- Geographic limit
- The help center says Clio Accounting is currently for law firms located and practicing in the United States.help.clio.com · read 15 Oct 2026
- Integrations
- Clio advertises more than 250 app integrations, including QuickBooks, Xero, OneDrive, Google Drive, Dropbox, Box, NetDocuments, Gmail, Outlook, and Zapier.clio.com · read 15 Oct 2026
