TriBalance review
A review-focused trust-accounting tool for firms that need documented three-way reconciliations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
TriBalance is web-based trust-accounting software for law firms that need documented reconciliation workflows. It reconciles bank statements, trust journals, and client-ledger exports through three independent balances, then checks completeness, period alignment, and opening-balance continuity. Negative client ledgers and trust-account fees or charges are among the exceptions it can detect. The product is designed to work alongside accounting and practice-management systems rather than replace them, making it a fit for firms that prioritize reviewable trust-account closes over broader legal billing functions.
Pricing is organized across three paid monthly plans. Solo costs $79 per month and includes three-way reconciliation, evidence-linked exception detection, independent review, attorney approval, PDF and CSV export, and private source retention. Firm costs $149 per month and adds multi-matter management, bulk CSV export, priority email support, and a team audit log view. Practice costs $249 per month and adds state rule packs on release, early access to new features, and dedicated support. The first month is refunded if the first close pack is not review-ready, while there is no free trial.
The strongest case for TriBalance is its control and evidence workflow: an exception register records severity and supporting links, while versioned attorney approval is tied to the report content. PDF and CSV exports retain source records for later review. Integrations with QuickBooks, Xero, Clio, and MyCase support an existing software stack, but the product remains focused on trust-account reconciliation and does not provide matter billing. State-specific rule packs are planned rather than released, and the company does not claim SOC 2 or comparable compliance attestation. Firms seeking documented reconciliation and approval should consider TriBalance; firms primarily seeking billing or a broader accounting replacement should choose another tool.
TriBalance pros and cons
- Where it wins
- Three-way reconciliation covers bank, journal, and client-ledger balances
- Evidence-linked exceptions support independent review and attorney approval
- Exports and retained source records create review-ready reconciliation packs
- Where it doesn't
- It does not provide matter billing
- There is no free trial
- State-specific rule packs are planned but not yet released
TriBalance fact sheet, pricing and score →
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.
Last updated · How we research and update