Pricing

No. Pro is unlocked with a license key you receive after checkout; paste it into Tiesheet once on each browser you use.

No. One Pro license covers every trust account and client ledger you reconcile while it's active.

Yes. Monthly and yearly plans can be cancelled anytime from the customer portal link in your receipt; Pro stays active until the end of the paid period. The 7-day pass never renews.

If Tiesheet can't read your bank or ledger exports or reconcile them correctly, contact us within 14 days of purchase for a full refund.

It shows that three balances agree on the same date: the bank statement balance adjusted for outstanding checks and deposits in transit, the trust account ledger (checkbook) balance, and the total of all individual client ledger balances. Lawyers with client trust (IOLTA) accounts and real estate brokers holding escrow funds are generally required to do it regularly; how often depends on your state.

No. Your files are read by JavaScript in your browser tab and never sent to us or anyone else. Transactions aren't stored at all. With Pro you can choose to keep this month's outstanding items in this browser for next month.

CSV, tab-separated or Excel exports. The bank file needs a date and an amount (or deposit and withdrawal columns); a check number and running balance help. The ledger needs a date, an amount and a client, matter, owner or tenant column on each line. QuickBooks-style reports grouped under client headings work. Download the templates to see the layout.

Matching, the three-way summary, outstanding items and every check, for any number of transactions. The printed report and CSV list up to 10 client ledgers with a small footer. Pro lists every client ledger and adds the Excel workbook, ledger cards and month-to-month carry-forward.

No. Tiesheet reconciles the records you already keep; it doesn't record transactions, write checks or connect to your bank. It also doesn't know your state's rules — check them, and have the report reviewed by the responsible lawyer or broker.

Usually bank fees or interest that were never recorded, a deposit or check recorded for the wrong amount, or an item outstanding from last month. Tiesheet lists bank transactions missing from the ledger and says when they explain the whole difference.