Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

There has to be a better way to do three-way reconciliations!

5 Apr 2024 · 1 min

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0:44

In this short testimonial, the speaker describes the cumbersome, manual process they faced when performing three‑way bank reconciliations using data exported from Clio, which arrives in an unusable format and often mismatches client‑trust reports. They explain how they partnered with LiveFlow to develop an automated workflow that extracts, aligns, and reconciles the necessary data, eliminating the need for manual entry. The speaker notes the immediate enthusiasm from their team, especially for large, time‑intensive clients, highlighting the operational efficiency gains achieved through the automation.

Chapters

And this one is actually helping us automate the 3-way bank reconciliation. Until up to LiveFlow, it was very manual, especially with Clio, because we can't just copy and paste the data out. It doesn't line up. It comes out in a weird format. And the only way I could think to do it, I was typing them in manually, but I know sometimes you can take that client trust listing, but it doesn't always match the client trust, whatever they call that other report. The one you should use. So we ended up working with you all to figure out a way to automate those pieces, which has been— I know we mentioned it to our team and they're like, oh, I, I have this client, I wanna do it. Oh, I have that client. Because some of them are really big and really tedious to work on.