QuickBooks

Accounting platform for small and mid-size firms.

QuickBooks powers the Funds Dashboard's automated financial data pull. Integrating QuickBooks lets the dashboard track incoming and outgoing money without manual entry.

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Dashboards

A clear view of your practice.

Funds Dashboard

Tracks incoming and outgoing funds with profit visibility by time and expenses. Integrates with QuickBooks for automated financial data. Built per firm to match your accounting setup and chart of accounts.

Financial Operations Filevine QuickBooks

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