TriBalance
TriBalance is web-based trust accounting software that prepares a reviewable monthly close for attorney sign-off.
What TriBalance is
TriBalance is web-based trust accounting software that prepares a reviewable monthly close for attorney sign-off. It compares bank statements, trust journals and client-ledger balances in a three-way close, then flags issues such as negative balances, bank fees on trust accounts, stale outstanding items and unclassified transactions. Exceptions include linked evidence and severity codes. Attorney approval is explicit, timestamped and tied to a version of the report; close records can be exported as PDF or CSV. The software works with exported data from QuickBooks, Clio, MyCase, Xero and bank portals, rather than live synchronization. It does not connect to banks or move money. TriBalance is aimed at firms holding client funds in one to three trust or IOLTA accounts under a supervising attorney.
Good
- Performs three-way trust account reconciliation
- Flags exceptions with linked evidence and severity codes
- Attorney approval is versioned and timestamped
- Exports close records as PDF and CSV
Watch out
- No free plan or trial
- Works with exported data, not live synchronization
- No third-party security audit or SOC 2 attestation yet
Who it suits
TriBalance is intended for law firms with one to three trust or IOLTA accounts and an attorney responsible for signing monthly closes. It may suit teams that want to review and export reconciliation records from imported accounting and bank data.
Verdict
TriBalance focuses on trust accounting closes with attorney approval and exportable records. Its manual onboarding phase and lack of live bank connections or third-party security attestation are important limits to weigh.
Plans and prices
From TriBalance's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $79 a month | 1 trust account · 1 user · PDF + CSV export · private source retention · $79/month |
| Firm | $149 a month | up to 3 trust accounts · up to 3 users · multi-matter management · bulk CSV export · priority email support · team audit log view · $149/month |
| Practice | $249 a month | up to 10 trust accounts · unlimited users · state rule packs on release · early access to new features · dedicated support · $249/month |
The facts
Each one read from TriBalance's own pages, with the date it was checked.
Where it runs
- Approval gate
- Attorney approval is explicit, versioned, timestamped, and tied to the exact report content.checked 1 Oct 2026
What it does
- Bank access
- TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers.checked 1 Oct 2026
- Compliance posture
- TriBalance states that it has no third-party security audit and no SOC 2 or comparable compliance attestation yet.checked 1 Oct 2026
- Core workflow
- It reconciles bank statements, trust journals, and client-ledger balances in a three-way close.checked 1 Oct 2026
- Data deletion
- TriBalance says it permanently deletes customer data within thirty days of written request, subject to legal retention obligations.checked 1 Oct 2026
- Encryption
- Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption.checked 1 Oct 2026
- Exception detection
- The software surfaces negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions with linked evidence and severity codes.checked 1 Oct 2026
- Exports
- Close records are exportable as PDF and CSV.checked 1 Oct 2026
- Integrations
- TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization.checked 1 Oct 2026
- Intended users
- TriBalance is aimed at law firms holding client funds in one to three trust or IOLTA accounts with a supervising attorney who signs monthly closes.checked 1 Oct 2026
- Onboarding
- The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates.checked 1 Oct 2026
- Product
- TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off.checked 1 Oct 2026
- Product limits
- TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee.checked 1 Oct 2026
- Security controls
- The service uses tenant isolation, role-scoped actions, private source retention with content hashes, short-lived signed download links, and append-only audit trails.checked 1 Oct 2026
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