Great product, easy to use and implement, easy to train users.

Different people brought in on the project that are new and lack the understanding. The managing of the key items, waiting and then the back and forth on how.

No built-in cash flow report makes cash flows a tedious process each month.

Consolidates accounting, budgeting and purchasing into one seemless application. Strong implementation and support team.

Competitive pricing for a strong product offering.

They also have excellent customer support. Response times are quick, and their support staff is well trained and knowledgeable.

I have worked with Multiview software for over 15 years and have never been disappointed in the product or the service. Multiview provides a quality product for an extremely affordable price.

Lack of communication over some of the solutions to the problems.

Initially the sales pitch was a bit pushy to purchase on a quarter ending.

The accounts payable module is good. Drill down ability in the trial balance is very beneficial.

Easy to use and integrated with our EHR system.

It has been a great ride. Love the Reporting and the easy use of AP and GL systems.

I have been unable to attend a user meeting as traveling to Canada is difficult and costly from Texas.

In hindsight that was due to a sales person knowing they were leaving {they left}, but the company made good on their initial items.

The basics are relatively easy to figure out without much guidance, but anything more involved often requires an outside consultant.

You don't have a designated rep, which makes communication a little more difficult.

My experience with Multiview has been a good one. I use it daily for all things Accounts Payable including Purchase Orders and check production.

I love that it so customizable. You did your own implementation and staff are previous users.

Aside from this, I have errors when printing bulk checks, where I've had to print them individually or generate separate files to compile for one bulk printing job.

Later they asked if we would consider paying some additional cost to achieve them; we initially said no; then said we would if this would finalize it. They set the offer on that.

Overall ease of use and ability to get things done quickly.

I like how there is very customizable reports that can help track things for just about anything. We have made so many very useful reports years ago that we still use today.

For us the jury is still out on whether or not they will make good.

Implementation Team was very good and we had a excellent experience.

Creating and modifying custom reports is easy. Custom interfaces save us a ton of time each month.

I love that you can filter and pull data easily. I like the work flow for AP invoice approval.

The implementation team did not address properly our 4 items that were critical for our needs.

All modules are integrated and post real time. Love the query functions in AP, AR, &GL.

It is hard to data mine the information out of the system. Can't just do a download, have to upload to temporary file to be able to download it.

The buying process and the implementation process were good. It is operating effectively.

We are optimistic that they will do that. The needs we have are industry specific not our company.

Running an accounting department, appreciating the pains and the gains.

Good financial solutions provider. Web-based application eliminating the need for complex local set up and roll-outs to users.

The customer support team is responsive, knowledgeable, and timely. They listen to the needs of the customer and provide quality responses.

Sometimes it's hard to navigate some of the updates.

The implementation process was a good experience. Since we have been operating on Multiview now for quite some now, the excellent first impression, has only grown.

I have been quite pleased with Multiview. We had a great implementation team.

Their system appears to be good for all the basic accounting items; it is a bit large to configure but base system is good. At this point the ball is in their court to finalize what was promised.

The customer service I have received has also been incredibly remarkable. Timely answers and solutions to any problems encountered have added to my appreciation of this wonderful product.

The interface and ease of use of TrustBooks makes it simple and comfortable to use. Also, the customer service is AMAZING.

I had some experience with lagging, but I think that was my machine.

It's user friendly and helps us to be compliant with Trust account rules and regulations. Quick and friendly response for support.

I've had great experiences with their customer services and the monthly price is well worth the time savings it gives me.

The Best Trust Accounting Software for Attorneys.

The software is intuitive and the support is fantastic.

For trust accounting, TrustBooks is the best platform around. The monthly reconciliation is extremely easy and compliant with state bar.

I am thankful for how fast and efficient Trust Account reconciliation is with this program. It's been a huge upgrade from Quickbooks.

5 minute walk through with amazing customer service and I was up and running with full confidence.

You can see the status of a matter very clearly and quickly. The reconciliation reports are clear and compliant with NC rules.

Trustbooks is great for law firm trust accounting.

Highly recommend trustbooks. I have had a great experience using the software.

The integration feature with LawPay has also been very helpful in keeping track of incoming payments.

There are a few times where I don't have the easiest time with the integration with my practice management software, but usually it's operator error.

Trustbooks is open to suggestions for improvement and works to ensure you are satisfied with the product.

Trustbooks is easy to use, affordable, and their customer service is fantastic.

The safeguard that will not allow you to pay out more money than the client has is truly a stress reducer. TrustBooks is my BEST friend at work.

Excellent customer service and I like how they keep it simple.

I love the ease and integration from LawPay. The program has saved me a lot of time and money.

Ease of use; reports; reconciliation ease; ability to manage multiple accounts.

I love the team plan where Trustbooks performs my monthly reconciliations for me and I just review and sign off on them. It is worth every penny and the peace of mind it gives me is priceless.

General Ledger report difficult to upload for copying.

It was a miserable attempt, as nothing was automatic and I had update things manually. Writing checks was a stressful activity.

It is easy to use and I like how it focuses only on trust accounts.

I am so relieved to have a product I can understand and that is working, my experience has been that I'm truly grateful that someone told me about it.

My experience has been great. Whenever I get a new Lay Firm client that wants me to provide trust accounting services I recommend and require them to have a TrustBooks subscription.

An Efficient, Cost Effective Solution to Trust Accounting.

I did a lot of research before buying TrustBooks a few years ago, and I am glad that I found it.

I have the top tier package which allows accountant(s) to manage and reconcile my trust account every month. Saves me a great deal of time.

Lining up printing checks. Had problems with printing checks.

The ease of using the software and integration with CLIO, my case management system.

US Dollar

Multiview Financials is the flagship ERP system developed, sold, implemented, and supported by Multiview Financial Software. Multiview is designed for organizations ranging in size from rapidly growing small businesses to large enterprises across North America.


Multiview’s ERP is a suite of financial applications, driven by standard Core Accounting functions. This includes General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting and Budgeting and Forecasting. Multiview also accommodates more business-specific functions, such as Purchase Order, Inventory Management, Workflow, Fixed Asset Accounting, among other financial applications. Additionally, the system has an open-API to interface with outside systems and conform to existing business operations.


Multiview has a one-time implementation fee and per-named user licensing cost. Costs are all-inclusive with Multiview, which includes unlimited and non-tiered software and technical support with licensing, for example.


Multiview is also offered as either a cloud-based on on-premise based solution, dependent on organizational needs.   



LongDescription

Forecasting

Tax Management

Purchase Order Management

User Management

Status Tracking

Recurring/Subscription Billing

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Nonprofits

General Ledger

Bank Reconciliation

Financial Analysis

Supply Chain Management

Financial Management

Enterprise Asset Management

Order Management

Invoice Management

Timesheet Management

Project Management

Approval Process Control

Projections

Sales Orders

Customer Database

Warehouse Management

Accounting

Consolidation/Roll-Up

Multi-Location

Integrated Business Operations

Duplicate Payment Alert

Audit Trail

For Government

Multi-Currency

Fixed Asset Management

Inventory Tracking

Compliance Management

Real-Time Data

Vendor Management

Expense Claims

Multi-Company

ACH Payment Processing

Workflow Management

Project Accounting

Budgeting/Forecasting

Activity Dashboard

Invoice Processing

Reporting & Statistics

Payment Collection

Reminders

Fraud Detection

Check Processing

Accounts Payable

Cash Management

Billing & Invoicing

Fund Accounting

Receipt Management

Expense Tracking

Audit Management

Real Time Reporting

Income & Balance Sheet

"What If" Scenarios

Reporting/Analytics

Account Reconciliation

Accounts Receivable

Stock Management

Supplier Management

Order Processing

Quotes/Estimates

Purchasing & Receiving

Third-Party Integrations

Task Management

Partial Payments

Document Management

Inventory Management

Financial Reporting

Profit/Loss Statement

Transaction Management

Data Import/Export

Grant Management

For Schools

K-12

Higher Education

For Medical Purposes

Multiple Projects

Project Costing

Data Visualization

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Cloud pricing is annual subscription-based per user, on average $150/user.

Email/Help Desk

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

1000+

Multiview ERP

In Person

Live Online

Webinars

Documentation

Videos

TrustBooks is a cloud-based software that helps lawyers manage legal accounting operations on a unified dashboard. The application provides a three-way trust reconciliation summary including details from the bank balance, trust ledgers and client ledgers.

Professionals can utilize workflows to create client matter, enter deposits, process payments and record accounting activity. Administrators can track activity linked between a firm’s and client’s accounts and gain insights into trust ledgers through automatic updates.

It facilitates integration with banking institutions and third-party software including LawPay and Clio, allowing import of bank activity between systems. Other features of TrustBooks include bank account management, data administration, check printing, encryption, reporting, fund tracking, roles management, and more. Pricing is available on monthly subscriptions.


Case Management

Electronic Payments

Trust Accounting

Customer Statements

Cross Ledger Posting

Check Writing

Tier One: $49/month
Tier Two: $69/month
Tier Three: $199/month

Multiview ERP vs TrustBooks

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