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Head-to-head · Trust Accounting Software

MatterX vs Clio Accounting

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score MatterX #1 in Trust Accounting Software 8.8/10 Free plan Free plan✓ 4 of 4 features Visit MatterX
Clio Accounting #3 in Trust Accounting Software 8.6/10 Paid ✓ 3 of 4 features Try Clio Accounting

MatterX leads on 1 check, Clio Accounting on 0, and 4 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreMatterX · 8.8/10
  • Free planonly MatterX
  • Most featuresMatterX · 4 of 4

MatterX scores higher on our rubric for trust accounting software: 8.8 against 8.6 out of 10; our editors rank them #1 and #3.

MatterX offers free plan; Clio Accounting doesn't.

MatterX is the better fit for small firms wanting a free trust platform. Clio Accounting is the better fit for clio firms adding dedicated accounting.

  • MatterX fits best

    Small firms wanting a free trust platform

  • Clio Accounting fits best

    Clio firms adding dedicated accounting

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature MatterX 8.8/10 Visit ↗ Clio Accounting 8.6/10 Visit ↗
At a glance
Editor score 8.8 8.6
Ranking #1 in Trust Accounting Software #3 in Trust Accounting Software
Best for Small firms wanting a free trust platform Clio firms adding dedicated accounting
Pricing model Free plan + paid Paid
Starting price — —
Free plan ✓ (best) —
Free trial — —
Deployment Cloud Cloud
Compliance SOC 2, ISO 27001 SOC 2, GDPR, HIPAA, 2FA
Integrations 12 integrations 300+ integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features MatterX 4/4 · Clio Accounting 3/4
Three-way reconciliation ✓ ✓
Bank reconciliation ✓ ✓
Disbursement approvals ✓ (best) Not checked yet
Compliance reports ✓ ✓
Specs
Trust ledger types Not checked yet Not checked yet
Matter limit 5 matters Not checked yet
Our review
Pros
  • Three-way reconciliation with audit trails and dual authorisation
  • Broad Microsoft 365, SharePoint, Power Platform and Xero integrations
  • Trust reporting covers statutory deposits, controlled money and examiners
  • Three-way trust-account reconciliation and operating-account reconciliation
  • Bank-feed matching, ledgers, deposits, withdrawals, and financial reports
  • Synchronization with Clio Manage plus QuickBooks Online and Xero integrations
Cons
  • The free Good Minutes plan is a desktop time tracker, not full trust accounting
  • Paid Base, Professional and Premium plans are quote-based
  • Advanced capabilities are spread across higher-tier MatterX products
  • Designed for law firms rather than general-purpose accounting users
  • Advanced practice management is limited to higher-tier plans
  • Client acquisition features are limited to the Elite plan
Our verdict

MatterX is a legal practice management and trust-accounting platform for Australian and New Zealand law firms. It runs on Microsoft Dynamics 365 Business Central and combines trust operations with matter management, billing, financial…

Read the review →

Clio Accounting is cloud-based legal accounting software for small to mid-sized law firms, particularly firms already using Clio Manage. It records firm financial activity, manages trust funds, reconciles trust and operating accounts,…

Read the review →
  1. MatterXTrust Accounting Software 8.8Free plan
  2. Clio AccountingTrust Accounting Software 8.6Paid

Strengths and trade-offs

  • MatterX — where it wins

    • Three-way reconciliation with audit trails and dual authorisation
    • Broad Microsoft 365, SharePoint, Power Platform and Xero integrations
    • Trust reporting covers statutory deposits, controlled money and examiners

    Where it doesn't

    • The free Good Minutes plan is a desktop time tracker, not full trust accounting
    • Paid Base, Professional and Premium plans are quote-based
    • Advanced capabilities are spread across higher-tier MatterX products

  • Clio Accounting — where it wins

    • Three-way trust-account reconciliation and operating-account reconciliation
    • Bank-feed matching, ledgers, deposits, withdrawals, and financial reports
    • Synchronization with Clio Manage plus QuickBooks Online and Xero integrations

    Where it doesn't

    • Designed for law firms rather than general-purpose accounting users
    • Advanced practice management is limited to higher-tier plans
    • Client acquisition features are limited to the Elite plan

More comparisons

All trust accounting software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update