Prepare closings faster
Extract proposed payees and amounts from the source statement, then review them side by side.
Real estate closing trust accounting
From closing statement to reconciled books—without rebuilding the same data.
FIDGARD turns closing documents into review-ready disbursements, validates the matter’s available funds, preserves attorney approval, and keeps checks, QuickBooks, and client ledgers connected.
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.
Validate before approval
Compare proposed disbursements with collected funds available for the client matter.
Preserve the closing record
Keep the statement, review, checks, ledger entries, and reconciliation evidence together.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Upload the source
Begin with the closing statement rather than retyping each instruction.
Review the draft
Verify payees, amounts, matters, and payment details against the source.
Confirm available funds
Account for pending payments and uncleared deposits before approval.
Print and record
Prepare checks, update the matter ledger, and align QuickBooks records.
Reconcile
Compare the bank, trust liability, and client-ledger totals.
A focused control layer
Keep your closing team’s current systems.
FIDGARD does not ask your firm to replace its bank, QuickBooks, practice-management platform, or accounting relationship. It adds the controls and matter-level records needed around the movement of client funds.
- 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 real estate closing trust accounting. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.