Clio Accounting
Clio Accounting is legal and trust accounting software for law firms and legal professionals.
What Clio Accounting is
Clio Accounting is legal and trust accounting software for law firms and legal professionals. It brings firm finances into a single system and automates financial workflows, transaction matching, and reconciliation. The software separates earned and unearned funds, reconciles trust and operating accounts, and provides ledger and reconciliation reports. It also covers accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reporting; bank transactions are matched to the firm’s books automatically. Accounting is included in Clio plans from Starter upward, but it cannot be purchased without a Clio Manage subscription. Starter is listed at $49.00 per month per user and includes Clio Manage, legal accounting, and trust and operating reconciliation. Clio provides an API and supports more than 250 app integrations, including QuickBooks and Xero. The company reports SOC 2 Type II and SOC 1 Type II examinations and GDPR compliance, along with encrypted data and hosting options in Canada, the United States, Europe, and Australia.
Good
- Separates earned and unearned funds.
- Matches bank transactions to firm books.
- Includes trust and operating reconciliation.
- Supports QuickBooks, Xero, and custom API integrations.
- Every plan includes 24/5 support.
Watch out
- Cannot be purchased as a standalone product.
- Requires a Clio Manage subscription.
- Starter is $49.00 per month per user.
Who it suits
Clio Accounting suits law firms that need to manage trust and operating accounts alongside other firm finances. It is designed for firms of every size, but requires a Clio Manage subscription.
Verdict
Clio Accounting combines legal accounting with trust reconciliation and broader firm financial workflows. It may fit firms already using Clio Manage, but it is not available on its own.
Plans and prices
From Clio Accounting's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $49 a month | Clio Manage · legal accounting built in · trust and operating reconciliation · time and expense tracking · online payments · per user |
| Core | Priced on request | Everything in Starter · AI billing drafts · secure client portal · automated client updates |
| Elite | Priced on request | Everything in Signature · Grow AI · online intake and scheduling · reputation and referral tracking |
| Signature | Priced on request | Everything in Core · unlimited custom roles · matter stages · multi-currency billing · advanced reports |
The facts
Each one read from Clio Accounting's own pages, with the date it was checked.
What it does
- Accounting availability
- Clio Accounting cannot be bought separately; a Clio Manage subscription is required.checked 15 Oct 2026
- Accounting method
- The product is designed for cash-basis accounting.checked 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.checked 15 Oct 2026
- API licence
- The developer documentation identifies the Clio Accounting API licence as proprietary.checked 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.checked 15 Oct 2026
- Bank feeds
- Bank-feed synchronization requires a financial institution supported by Plaid.checked 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.checked 15 Oct 2026
- Compliance
- Clio lists GDPR, PCI DSS, HIPAA support, and PIPEDA compliance on its security page.checked 15 Oct 2026
- Developer access
- Clio provides an API for building custom integrations and workflow automation.checked 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.checked 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.checked 30 Sep 2026
- Extensibility
- Clio supports custom integrations through its API, independent developers, consultants, and Zapier workflows.checked 15 Oct 2026
- Financial management
- Features include accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reports.checked 30 Sep 2026
- Financial workflows
- Clio Accounting automates transaction matching, account reconciliation, bank synchronization, accounts receivable, and accounts payable tracking.checked 15 Oct 2026
- Geographic limit
- The help center says Clio Accounting is currently for law firms located and practicing in the United States.checked 15 Oct 2026
- Integrations
- Clio advertises more than 250 app integrations, including QuickBooks, Xero, OneDrive, Google Drive, Dropbox, Box, NetDocuments, Gmail, Outlook, and Zapier.checked 15 Oct 2026
- Intended users
- Clio is designed for law firms of every size and is used by legal professionals in more than 130 countries.checked 30 Sep 2026
- Limit: accounting sync
- Trustpilot reviewers report problems with QuickBooks or Xero synchronization, duplicate invoices, and slow support on unresolved issues.checked 15 Oct 2026
- Limit: migration and reliability
- Gartner reviewers mention migration and app-connectivity difficulties, while some report bugs requiring slow reloads.checked 15 Oct 2026
- Limit: mobile functionality
- Gartner reviewers report that the mobile app lacks some desktop capabilities, including document editing and advanced report generation.checked 15 Oct 2026
The company
- Company founding
- Clio says Jack Newton and Rian Gauvreau co-founded the company in 2008.checked 15 Oct 2026
- Company legal name
- Clio's website footer identifies the maker as Themis Solutions Inc. (Clio).checked 15 Oct 2026
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Vancouver, Canadachecked 28 Sep 2026
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