Legal

Basic Template

Three-Way Legal Trust Reconciliation Template for Google Sheets

Three-Way Legal Trust Reconciliation Template for Google Sheets

A free template to perform 3-Way Trust Reconciliation between your Bank Balance, Trust Ledger and Client Ledger.

A free template to perform 3-Way Trust Reconciliation between your Bank Balance, Trust Ledger and Client Ledger.

Compatible with

Integrations

Live Data

Template Description

This specialized template is designed for legal professionals to manage and reconcile trust accounts efficiently, ensuring compliance with regulatory standards. Compatible with Google Sheets and Excel, it's essential for maintaining the integrity of client funds. When used in conjunction with LiveFlow, it offers the convenience of automatic financial data updates from QuickBooks Online, facilitating accurate and timely trust account reconciliation.

Who can this template help?

Finance professionals and accountants in legal firms managing client trust accounts

Use cases

Ensures accuracy and compliance in the management and reconciliation of legal trust accounts, critical for maintaining client trust and adhering to legal and ethical standards.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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