Eliminate ledger spreadsheets
Keep client and matter balances in the same controlled workflow as trust transactions.
QuickBooks trust accounting
Keep QuickBooks. Add the trust controls it was not built to enforce.
QuickBooks remains your general ledger. FIDGARD adds client matter balances, pre-disbursement validation, attorney-controlled review, and guided three-way reconciliation around it.
First 30 days free · Then $199/month
AI closing processing: $3 per closing
Your firm remains in control of its accounts and client funds.
FIDGARD CONTROL LAYERBank activity↓Client & matter ledgers↓QuickBooks + reconciliationEvery step tied to a reviewable record
Purpose-built outcomes
Control the work that generic accounting software leaves to spreadsheets.
Reduce duplicate entry
Post trust-accounting records created in FIDGARD to QuickBooks Online.
Explain every difference
Work through bank, QuickBooks, and matter-ledger totals instead of comparing disconnected files.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Map accounts
Connect the trust bank account to the corresponding QuickBooks records.
Record by matter
Tie each trust transaction to the client matter it belongs to.
Validate
Review available funds and pending activity before approval.
Post to QuickBooks
Send FIDGARD-originated accounting records to your mapped QuickBooks accounts.
Reconcile
Bring the three balances together in a structured workflow.
A focused control layer
QuickBooks handles the books. FIDGARD handles the trust layer.
FIDGARD is not a replacement general ledger or a broad practice-management suite. It is designed to supply the matter-level detail, controls, and reconciliation workflow law-firm trust accounting requires.
- Keep your firm-controlled bank accounts
- Keep QuickBooks as the general ledger
- Keep your practice-management platform
- Keep your internal or outside accountant involved
Low-risk next step
Start with one account and one clear success test.
A guided pilot can validate beginning balances, run alongside your current process, and complete a first three-way reconciliation before broader adoption.
See your workflow in FIDGARD
Book your 20-minute demo.
We will focus on quickbooks trust accounting. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.