Clio Accounting

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About

Clio Accounting is ranked #4 of 41 in trust accounting software on Inferse. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Compared on trust accounting software

Free plan: Noclio.com
Three-way reconciliation: Yesclio.com

Facts

Purpose: Clio Accounting is legal and trust accounting software built for legal professionals and law firms.clio.com · 30 Sept 2026
System of record: The product provides a single system of record for firm finances and automates financial workflows, transaction matching, and reconciliation.clio.com · 30 Sept 2026
Trust compliance: It keeps earned and unearned funds separate, reconciles trust and operating accounts, and provides reconciliation and ledger reports.clio.com · 30 Sept 2026
Financial management: Features include accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reports.clio.com · 30 Sept 2026
Bank feeds: Clio Accounting automatically matches transactions from bank accounts to the firm’s books.clio.com · 30 Sept 2026
Standalone availability: Clio Accounting cannot be purchased as a standalone product and requires a Clio Manage subscription.help.clio.com · 30 Sept 2026
Plan inclusion: Accounting is included on every Clio plan from Starter upward without a separate bookkeeping-platform purchase.clio.com · 30 Sept 2026
Integrations: Clio offers more than 250 app integrations and supports accounting integrations such as QuickBooks and Xero.clio.com · 30 Sept 2026
Developer access: Clio provides an API for building custom integrations and workflow automation.clio.com · 30 Sept 2026
Security certifications: Clio reports SOC 2 Type II and SOC 1 Type II examinations and GDPR compliance.clio.com · 30 Sept 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 · 30 Sept 2026
Support: Every plan includes 24/5 live chat, phone, and email support, an online help center, user community access, and training.clio.com · 30 Sept 2026
Uptime: Clio offers a 99.9% uptime guarantee.clio.com · 30 Sept 2026
Intended users: Clio is designed for law firms of every size and is used by legal professionals in more than 130 countries.clio.com · 30 Sept 2026