Reconcile your client and office accounts directly within your legal accounting system.
Match ledger entries to bank transactions, identify discrepancies, and maintain accurate financial records using the same data that powers your case management and accounting.
Bank reconciliation is a core part of maintaining accurate client and office accounts.
In Hoowla, reconciliation is carried out within the Accounts area using your existing ledger data. This allows firms to compare recorded transactions against bank statement entries and confirm what has cleared, what remains outstanding, and where differences exist.
Because reconciliation is based on the same data used to manage your accounting, it remains consistent, traceable, and aligned with your financial records.
When reconciliation is handled outside the system, differences between ledger data and bank statements can be harder to identify and resolve.
Using spreadsheets or external tools to match transactions increases the chance of errors, missed entries, or duplicated work.
Without structured filtering or reconciliation tools, locating unmatched or missing transactions becomes more time-consuming.
If reconciliation sits outside your core accounting system, it becomes harder to maintain a clear, consistent view of financial position across client and office accounts.
Hoowla provides built-in reconciliation tools within the Accounts area of the system.
Firms can compare recorded client and office ledger transactions against imported bank statement entries and match them directly within the system.
Transactions can be reviewed in a list format, allowing users to work through reconciled and unreconciled items clearly and consistently.
Search and filtering tools allow firms to narrow down transactions by date range, type, value, client, or case reference to speed up the reconciliation process.
Client and office accounts are reconciled independently, maintaining clear separation of funds in line with legal accounting requirements.
Once reconciliation is complete, firms can generate and save reconciliation reports for future reference and internal review.
Because reconciliation is built on top of client and office accounting records, it reflects the same structured data used across your firm.
Each transaction includes:
This ensures reconciliation is grounded in complete financial context, not isolated bank data.
