Solutions · Operating
AI bookkeeping for the operating account
Early accesssuss. Operating is AI bookkeeping for a law firm's operating account. It categorizes and matches vendor bills, payroll, fee deposits and advanced case costs every day, keeps the operating account reconciled to the bank, posts case costs to matters so they're recovered at settlement, and produces the reports partners and accountants ask for from the same record as the trust accounts. It connects read-only to the bank and reads from the firm's practice management and payroll systems. Operating is in early access with a founding cohort of firms.
Join the operating cohortWhat changes for the firm
The operating account closes every day, like the trust account.
Deposits, payments, payroll and fees are matched to the bank each night. Month end becomes a report on thirty closed days rather than a project.
Case costs land on the matter the day they're paid.
Filing fees, records, experts and other advanced costs are posted to the matter from the operating side, so cost recovery is complete and the client's statement is right.
Partner reporting from one record.
Fee income by matter and attorney, costs advanced and recovered, trust and operating balances, and month-over-month movement, drawn from the same close record a bar reviewer would see.
How a firm uses suss. Operating
The bookkeeper or office manager starts the day with the exceptions: a vendor bill that doesn't match a known vendor, a deposit that didn't match a fee invoice, a payroll run to confirm. The routine categorization and matching is done and recorded.
At month end, the close is already tied. The accountant receives the reconciliation and the general ledger export. Partners receive the reports they asked for, on the day the month ends.
What you keep
Your practice management system, your bank, your approvals and your accountant. suss. works alongside all of them.
Definitions
- Operating account
- the firm's own bank account, used for revenue, expenses, payroll and advanced case costs. Distinct from the trust account, which holds client money.
- Advanced case costs
- expenses a firm pays on a client's behalf during a matter, to be recovered at settlement or billed.
- Daily close
- reconciling the account to the bank and recording the result every business day, so month end is a summary rather than a task.
FAQ
Is suss. Operating available now?
It's in early access with a founding cohort. Firms already using suss. for trust accounting can join; new firms can request a place.
Does suss. replace QuickBooks?
No. suss. Operating keeps the operating account reconciled and categorized daily and exports to QuickBooks and your accountant's system.
Does suss. pay our bills?
No. suss. records and matches payments; approving and sending them stays with the people you name and your bank.
Can we use Operating without trust accounting?
Operating is built on the same record as trust accounting and is offered to firms that use both. If your firm holds no client funds, tell us when you schedule a demo.