Simplify Financial Management
with DisburseIQ
Coming Soon
We’re constantly innovating to serve you better. Stay tuned for exciting features, including:
Cash receipt imports for ACH and credit card payments
Automatic distribution and application of cash receipts
Streamlined processing for partial payments
DisburseIQ transforms the tedious task of financial management into an efficient, error-free process. Designed specifically for law firms, our platform adapts to your requirements, giving you more time to focus on serving your clients.
By intelligently matching payments and costs to the right clients and matters, our system ensures accuracy, efficiency, and transparency in every transaction.
Why Choose DisburseIQ?
DisburselQ revolutionizes the way law firms handle financial transactions by offering an intelligent and automated solution for managing payments and costs. With easy integration of data from bank statements, credit card transactions, vendor invoices, and other financial sources, DisburselQ ensures no detail is overlooked.
Using intelligent matching , Disburse IQ analyzes transaction data to accurately allocate payments and costs to the appropriate clients and matters. The system adapts to your firm’s unique expense structures and preferences, eliminating hours of manual entries and potential mistakes
Automated Importing
Effortlessly integrate and organize financial data from multiple sources, including:
Bank statements
Credit card transactions
Vendor invoices
ACH or wire transfers
Intelligent Matching
Say goodbye to errors and inefficiencies with advanced algorithms that:
Accurately allocate payments and costs to the correct clients and matters
Instantly recognize recurring transactions for faster processing
Handle partial or split payments with ease
Streamlined Workflows
Designed with productivity in mind, DisburseIQ enables you to:
Automatically classify and categorize vendors for quick referencing
Generate detailed reports to maintain transparency and accountability
Time-Saving Efficiency
Save countless hours with smart automation that:
Reduces manual data entry and verification
Makes reconciliation effortless by seamlessly aligning transactions
Customizable Rules
Tailor the platform to your firm’s unique needs with:
Firm-specific allocation criteria for custom cost structures
Adjustable matching preferences to suit individual client and matter requirements
Experience the DisburseIQ Difference
inquire@sophusconsulting.com
www.sophusconsulting.com
1(916)-970-7341
1(916)-970-7341 inquire@sophusconsulting.com