MatterX
MatterX: A Microsoft-native legal finance platform with deep trust-accounting controls. Ranked #1 of 42 in Trust Accounting Software by our editors (8.8/10); pricing: Free plan; best for small firms wanting a free trust platform.
At a glance
- Editor score8.8 / 10
- PricingFree plan
- Best forSmall firms wanting a free trust platform
- Free planYes
- Three-way reconciliationYes
- Founded2017 · Gold Coast, Australia
- Facts checked21 Sep 2026
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
Our verdict on MatterX
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 reporting and document management. Its trust feature set covers client ledgers with segregation, three-way reconciliation between the trust ledger, cash book and bank statement, statutory deposits, controlled money, trust transfers, audit trails, dual payment authorisation and external examiner and Law Society reporting. It is most relevant to firms that want legal finance within a Microsoft-oriented environment.
The plan structure needs careful reading. Good Minutes is a free desktop time tracker with automatic activity capture, up to 5 matters, 6-minute billing increments and privacy controls; it is not the full trust-accounting platform. Base adds MatterX Legal Finance, NSW Law Society-certified trust accounting, unlimited matters and clients, SharePoint document management, Microsoft 365 integration and Power BI analytics. Professional adds Frontdesk, Contra, Fresh Press, advanced AI agents and priority support. Premium adds MatterX SharePoint, Dot to Dot, Word Up, managed services, custom integrations and a dedicated account manager. The paid tiers are quote-based, so selection depends on the required MatterX components and service level.
Its strongest fit is for firms already invested in Microsoft 365, SharePoint, Outlook, Teams, OneDrive, Power BI, Power Automate, Microsoft Copilot or Microsoft Entra ID. Additional integrations include Microsoft Dataverse, Microsoft Dynamics 365 Business Central and Xero. Those connections support a broader practice-management and reporting environment rather than a narrow trust ledger. Firms seeking full trust accounting without moving beyond the free Good Minutes tracker should look elsewhere; firms wanting a Microsoft-connected platform with compliance controls should consider Base or a higher tier.
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MatterX pricing
All 4 MatterX plans and prices →
MatterX fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Three-way reconciliation | Yes |
| Trust ledger types | Not verified |
| Bank reconciliation | Yes |
| Disbursement approvals | Yes |
| Compliance reports | Yes |
| Matter limit | 5 matters |
| Deployment | Cloud |
| Compliance & security | SOC 2, ISO 27001 |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Microsoft Dynamics 365 Business Central, Microsoft Dataverse, Microsoft 365, SharePoint, Outlook, Teams … |
| Pricing | Free plan (source) |
| Website | matterx.com.au |
| Facts checked | 21 Sep 2026 |
MatterX integrations
MatterX lists 12 integrations on its own site.
- Microsoft Dynamics 365 Business Central
- Microsoft Dataverse
- Microsoft 365
- SharePoint
- Outlook
- Teams
- OneDrive
- Power BI
- Power Automate
- Microsoft Copilot
- Xero
- Microsoft Entra ID
Alternatives to MatterX
- MyCase Legal AccountingA mobile trust accounting add-on with reconciliation, compliance safeguards, and firm reporting.8.7
- Clio AccountingA focused accounting option for Clio firms managing trust and operating accounts.8.6
- CosmoLexCosmoLex combines trust accounting, legal billing, intake, and matter management in one platform.8.5
See all MatterX alternatives →
MatterX vs the competition
- MatterX vs MyCase Legal Accounting
- MatterX vs Clio Accounting
- MatterX vs CosmoLex
- MatterX vs LeanLaw
- MatterX vs SILQ
- MatterX vs JuriOS
Compare MatterX with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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