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AI accounting for law firms. Operating, trust, and everything in between, reconciled every day with a record a bar reviewer can read.
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AI Inc. is a Los Angeles-based company providing AI-powered accounting for law firms that manage client funds. Its platform brings operating accounts, trust accounting, bookkeeping, month-end close, and compliance reporting together in one system, designed to help firms see their financial position and outstanding decisions each morning.
For operating accounts, suss. supports transaction categorization and reconciliation, bills, payroll matching, and daily close processes. Its trust accounting tools include client ledgers, disbursement workflows, and three-way reconciliation of bank balances, books, and individual client accounts.
AI handles routine tasks, while items involving money can be routed to a person for confirmation or approval. The platform also assembles close records, partner reports, CPA review packets, and bar audit materials as work is completed. Firms can select applicable state rules, with support advertised for all 50 states and Washington, DC.
suss. integrates with Clio, MyCase, Filevine, and CasePeer, and offers solutions for personal injury and family law practices. The company lists its SOC 2 status as in progress
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Finance
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