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SUREPOINT FINANCE PRO

Purpose-built Accounting Software for Mid-sized Firms

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Streamlined Financial Management Solution That Connects the Whole Firm

SurePoint Finance Pro streamlines billing, reconciliation, and reporting in a single, cloud-native system built for law firms. With technology that supports the full billing and accounting lifecycle, firms gain greater financial control while improving collaboration between attorneys, administrators, and firm leaders.

Why Finance Pro?

Built into Practice Pro, Finance Pro ties financial operations directly to firm activity and is delivered as part of SurePoint Pro—a modern and intuitive end-to-end platform designed to connect front-office work with back-office results.

Accelerate Revenue

Reduce billing cycles and write-offs with smarter, automated financial workflows.

Protect Realization

Prevent revenue leakage and ensure accurate billing with rules-based controls and automation.

Unify Operations

Connect practice activity to billing and accounting for clearer, more efficient financial management.

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Explore Finance Pro’s Core Capabilities

Bill Faster & Lose Less Revenue

  • Accelerate revenue with faster, more predictable billing cycles driven by automation, accuracy, and real-time financial visibility
  • Protect revenue with rules-based checks and built-in billing guidelines. Improve accuracy, reduce write-offs, and eliminate manual workarounds with financial workflow automation that matches the way your firm operates.

Data-Informed Decision Making

  • Gain real-time visibility into firm performance with dashboards and drill-down insights across WIP, AR, and overall financial health.
  • Access clear, accurate performance insights through powerful reports, flexible filters, and an interface designed for efficiency.

Designed for Every Stage of the Billing & Accounting Lifecycle

  • End-to-end financial management from time entry and draft invoices through revenue recognition, reconciliation, and reporting.
  • Built-in controls, automation, and legal-specific workflows that reduce errors, accelerate close, and support audit readiness.

Streamline Your Tech Stack

Finance Pro is available exclusively as part of SurePoint Pro, the unified platform that brings together Practice Pro, Finance Pro, and embedded Legal Insights within a broader ecosystem of solutions.

Finance Pro reduces inefficiencies and errors by connecting practice and financial management, and is built to evolve over time, allowing firms to grow into new capabilities without re-platforming integrations.

SurePoint Pro: One Connected Platform

Practice Pro + Finance Pro + Legal Insights SurePoint Pro connects practice and financial management with embedded legal intelligence in a modern, configurable platform—uniting front and back office teams with real-time visibility for data-driven decisions and stronger Firm Performance.

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What Law Firms are Saying

"We’re able to use a lot of the reporting from the profitability dashboard to see who is profitable, who’s staying profitable, and which of the associates need a nudge to become profitable. The system is helping you to stay on top of all of the data. It gives insight on all the attorneys and can be rolled up to the firm level."
Law Firm Administrator
"The system saves a lot of steps. When we first went over, we had more staff members in our accounting department. Once we were efficient on the system, we were able to redeploy resources to help with other areas of the firm."
Comptroller
"We eliminated offsite storage, and we started scanning our invoices directly into Coyote. The cost savings is significant for sure. We were spending about $5,000-6,000 a month on offsite storage."
Comptroller
"We've never had an issue with anything ever being out of balance. We can close our month in half an hour, which is unheard of with other pieces of software; that has to save you time and money and aggravation, really."
Chief Operating Officer
"When I started, most of our staff was working 10 to 15 hours of overtime a week. But as we got up to speed on the software, we were able to backfill the time that was left open with other responsibilities."
Chief Operating Officer

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One Ecosystem: Built to Accelerate Law Firm Performance

Join 100,000 legal professionals who rely on SurePoint’s connected ecosystem of Practice, Finance, and Growth Solutions to unify the business and practice of law and thrive in a rapidly changing legal market.

From timekeeping and billing to payments, CRM, talent insights, and business intelligence, our configurable solutions help firms operate smarter, strengthen finances, and achieve sustainable growth.

Request a demo today and see how SurePoint can help accelerate your law firm’s performance.

The 2025 LLFI Top 200 is Here!

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