TriBalance

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

TriBalance is ranked #17 of 41 in trust accounting software on Inferse. It runs on Web. There is no free plan. Paid plans start at $79/mo.

Compared on trust accounting software

Free plan: Notribalance.io
Trust accounting: Yestribalance.io
Matter-level billing: Notribalance.io
Client ledgers: Yestribalance.io
Three-way reconciliation: Yestribalance.io
Compliance reporting: Yestribalance.io
Platform: webtribalance.io

Facts

Product: TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off.tribalance.io · 1 Oct 2026
Core workflow: It reconciles bank statements, trust journals, and client-ledger balances in a three-way close.tribalance.io · 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.tribalance.io · 1 Oct 2026
Approval gate: Attorney approval is explicit, versioned, timestamped, and tied to the exact report content.tribalance.io · 1 Oct 2026
Exports: Close records are exportable as PDF and CSV.tribalance.io · 1 Oct 2026
Integrations: TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization.tribalance.io · 1 Oct 2026
Bank access: TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers.tribalance.io · 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.tribalance.io · 1 Oct 2026
Encryption: Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption.tribalance.io · 1 Oct 2026
Compliance posture: TriBalance states that it has no third-party security audit and no SOC 2 or comparable compliance attestation yet.tribalance.io · 1 Oct 2026
Data deletion: TriBalance says it permanently deletes customer data within thirty days of written request, subject to legal retention obligations.tribalance.io · 1 Oct 2026
Onboarding: The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates.tribalance.io · 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.tribalance.io · 1 Oct 2026
Product limits: TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee.tribalance.io · 1 Oct 2026