Filevine Finance Connect for QuickBooks
Embrance native Filevine
Most integrations force firms to change how they work. Finance Connect does the opposite. We preserve Filevine’s native expenses, billing, and trust accounting, while seamlessly syncing the right financial transactions into your accounting system in real time.
Simplified for speed
No need to worry about accidental double entries, having the details in two places, or asking your finance team for reports. Finance Connect helps you save time and maintain better accuracy of data, without any additional effort.
Finance loves it
Built specifically with financial controls in mind. The Finance Connect dashboard flags items for accounting to review and provides tools for reconciliations and oversight.
Fully embrace Filevine as your system of record for billing, case costs, and trust accounting—across both billing and contingency projects.
Billing teams and administrators work natively in Filevine to record time, expenses, payments, trust activity, and case costs, while Finance Connect ensures those transactions are accurately reflected in QuickBooks. Optimizing for use of Filevine Payments and using Project Funds as a clean, centralized client trust ledger, your team can reduce friction, eliminate duplicate workflows, and gain real-time visibility across both operational and accounting systems.
Expenses
Record case costs and billable expenses in Filevine and automatically push them to QuickBooks using Finance Connect. Checks, credit cards, ACH’s, and bills sync seamlessly with attachments and status updates, eliminating double entry between FileVine and accounting.
Trust accounting
Drive best practices for trust accounting in Filevine using Project Funds as a unified client trust ledger. Deposits and disbursements recorded in Filevine sync in real time to QuickBooks through Finance Connect, maintaining accurate client balances and clean trust accounting.
Billing
Use Filevine as a standalone billing system while automatically syncing cash activity to QuickBooks in real time. Payments and transfers recorded in Filevine post instantly to the correct accounts in QuickBooks, with full visibility, reconciliation status, and review controls for accounting teams.
Book a free consult with our finance expert, Zac
We’d love to chat about your needs and demo how Finance Connect can help.
Finance Connect is SOC 2 Compliant
We are committed to security and compliance; the safety of your data is our top priority. Our SOC 2 audit scope applies to our Apps and the supporting team that works on them. View our Audit Report.
Legacy features: QuickBooks Balances
The QuickBooks Balances feature treats QuickBooks as the source of truth for case costs and trust balances inside Filevine. Real-time balances and detailed case-level reports are pulled directly from QuickBooks into Filevine for the legal team without requiring Filevine users to have QuickBooks access.
Get started with Finance Connect
Pricing
The Finance Connect for QuickBooks annual licensing fee is billed directly by Filevine.