I like that is it integrated with slack. It makes requesting a card so easy.

Solid for recurring expenses, but there are better options out there.

It's a great tool to request budget and purchase online.

While I am still exploring how to use this software, I am fairly confident that I will be able to use this to make my business run more smoothly. This has been a learning experience.

The ease of use, and the time I got back from implementing the solution.

Slack integration, and how easy it is for employees to submit an expense.

Quick and easy to setup, pretty seamless once you've tried it a few times.

Excellent service and great product for a company our size with many different types of expenses.

I love that I get to see all of our credit card spend in real-time through slack notifications. It gives me great visibility into who is spending what and when.

We wanted to help our team purchase the products they need while keeping track of everything and Teamppay does a good job of it. Problem is their competitors are able to offer additional value.

The lack of monthly statements makes it a bit difficult to reconcile the account during our month end close.

The best part about TeamPay is expensing monthly subscriptions and that when the slack integration works it can be smooth as butter.

My overall experience with them has been great. The customer service is very helpful.

As an AP Manager, here at The Bouqs Company, this tool has saves us plenty of time and money. Amazing speedy way of giving employees credit cards through an approval process.

It does not have very basic functionalities and implementation vs sales is very different. I start thinking that this company is scam, since how can you miss the most important functionalities.

Teampay is super easy to use and has cut our monthly spend by more than 50. Expense reports are turned in on time, its easy to upload receipts.

This tool is amazing and every company should be using it. I have never used a more efficient accounting approval and purchase tool.

The Slack integration is a very cool and user friendly way for users to request additional recurring billing software.

There are a few weird tech issues I have experienced.

The fact that they dont give us credit, and rather we pay them in advance to be able to use their product.

The platform is at a constant improving, they take customer feedback into consideration on improving the software.

Unfortunately, I've gotten frustrated a handful of times and just given up because I couldn't figure out how to tell the bot what I needed.

Customer support team is good and trying to grow the product as they are a small company.

It consistently has broken and at the feature level (mandatory fields do not populate, syncing with Netsuite breaks down etc.).

Experience was good and was satisfied while using it.

They do not provide credit unlike competitiors Divvy and Brex which really impacts the value. Also our Slack integration broke and it was very difficult to get it back up and running.

The cash back on all purchases is amazing. Implementation was easy and the spend management control is beyond anything I have seen.

Nimble and flexible tool, but quite expensive for what it is.

It is difficult to find sone of the features. I guess it will take some time to get used to it.

Integration with SVB is a pain, mostly due to SVB themselves... the paperwork never ends. There are some blind spots, e.g. payments that are refunded are hard/impossible to find on Teampay.

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

Teampay empowers employees to make necessary purchases quickly without sacrificing control and visibility for the finance team. With Teampay’s spend management platform, finance teams can set spend policies, automate purchase requests and reconciliation, issue virtual and physical cards, and gain real-time visibility into spend. Teampay directly integrates with Quickbooks Online, Xero, Intacct and Netsuite, ensuring you always have current, accurate data.

LongDescription

Real Time Analytics

Forecasting

Purchase Order Management

User Management

Electronic Payments

Invoice History

Recurring/Subscription Billing

Customizable Reports

Access Controls/Permissions

Activity Tracking

Spend Control

Real-Time Monitoring

Financial Analysis

Mobile Payments

Ad hoc Reporting

Financial Management

Policy Management

Single Sign On

Invoice Management

Transaction History

Mobile Receipt Upload

Approval Process Control

Customizable Invoices

Rules-Based Workflow

Projections

Categorization/Grouping

Customizable Fields

Recurring Payments

Data Import/Export

Spend Analysis

Multi-Location

QuickBooks Integration

Duplicate Payment Alert

Audit Trail

Multi-Currency

Mobile Access

Online Payments

Planning Tools

Online Invoicing

Real Time Data

Vendor Management

Multi-Department/Project

Self-Service Reporting

Expense Claims

Multi-Company

Credit Card Management

Real-Time Notifications

Workflow Management

Real-Time Updates

Budgeting/Forecasting

Expense Management

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Currency Conversion

Data Visualization

Reminders

Invoice Creation

Fraud Detection

Receipt Management

Accounting Integration

Budget Control

Expense Tracking

Real Time Reporting

Spend Management

"What If" Scenarios

Reporting/Analytics

PO Reconciliation

Account Reconciliation

Corporate Card

Purchasing Reports

Reimbursement Management

Approval Workflow

Third-Party Integrations

Prepaid Cards

Collaboration Tools

Configurable Workflow

Billing & Invoicing

Requisition Management

Supplier Management

Mac OS

Web browser (OS agnostic)

Teampay isn’t a one-size-fits-all platform, so pricing varies depending on each customer’s unique needs. Our team will work with you to find an optimal solution that fits your needs and your budget. Please contact us for more details.

Email/Help Desk

FAQs/Forum

Phone Support

Chat

51-200

201-500

501-1000

1000+

Teampay

Live Online

Webinars

Documentation

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

Trust Accounting

General Ledger

Bank Reconciliation

Compliance Management

Customer Statements

Accounts Payable

Income & Balance Sheet

Accounts Receivable

Cross Ledger Posting

Check Writing

Financial Reporting

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

Teampay vs TrustBooks

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