Prove your client account position on any given day.
Aurum reconciles your client and office accounts against your practice and case management system every day, allocates completion money that arrives with no reference, and writes fees, corrections and status back into your PCMS. Know what you hold for every matter, and evidence it the moment the SRA, your reporting accountant or a client asks.
How can Aurum help law firms?
Streamlining finance across every matter and every account.
Reconcile three ways, daily rather than every five weeks
The Accounts Rules ask for the bank statement balance, the cash book and the total of individual client ledgers to agree at least every five weeks, signed off by the COFA or a manager. Aurum runs that comparison every day as balances arrive, lists debit balances separately for investigation rather than netting them away, and routes the sign-off to the right person with the signed record kept. The five-week deadline stops being an event.
Allocate completion money that arrives without a reference
On a busy completion day a single purchase can arrive as dozens of separate payments, and banks rarely quote the reference you supplied. Aurum matches on a dictionary of banking terms and references your team builds, learns which payers sit behind which receipts over time, and tells the difference between a formatting quirk and a genuine discrepancy — so mass receipts reconcile and each matter is still credited correctly.
Keep every matter's money separate, and provable
Balances, reconciliations and case activity stay segregated per client and per matter, with the current position available at both individual and total level. Overdrawn client ledgers are surfaced the moment they appear rather than found at the next reconciliation, and the client account is monitored for movements that look like banking facilities rather than legal work.
Surface residual and ageing balances before they become findings
Money left on a matter after completion is the finding that recurs most often, because nobody sees it until someone goes looking. Aurum tracks how long every reconciling item and residual balance has been open, raises them as cases with owners and ageing, and gives you the list to clear before a reporting accountant builds it for you.
Write fees, corrections and status back into your PCMS
Reconciliation should close the loop, not create another task. Aurum posts journal files for fees, disbursements, interest and corrections into your practice and case management system, and sends status updates back so the matter record reflects what actually cleared. Your cashiers stop re-keying the same figures into two systems.
Catch payment diversion and error the same day
Faster Payments means client money moves at any hour, and conveyancing is the sector's most targeted process for payment diversion fraud. A reconciliation that runs continuously is a detective control: an unexpected receipt, a payment to a changed account or a duplicate is visible within the day rather than at the end of the cycle.
Reconcile across every practice system you have inherited
Firms grow by merger, and each acquired practice arrives with its own case management system, its own chart of accounts and its own way of working. Aurum reconciles across all of them without requiring a migration first, so an acquisition's client money is under control from day one rather than after an IT project.
Arrive at the accountant's report with the evidence already built
Every match, adjustment, approval and sign-off is recorded as the work happens, searchable years back and exportable in full. When your reporting accountant asks for the transaction history of a sample of client matters, or when a client asks when a cheque cleared, the answer is a search rather than a reconstruction.
What results did Aurum deliver in legal?
Law firms use Aurum to control client money, cut reconciliation time, and grow transaction volumes without growing the cashiering team.
£10m
of client funds moving through one firm's accounts on a busy completion day
20
minutes to complete a full bank reconciliation
100,800
transactions reconciled every month for a single firm
75%
less time spent on reconciliation
“Aurum has easily halved the time we spend on reconciliation, freeing the team up to engage in other value-adding work.”
Chris Kevin
Head of Finance Systems and Processes
“Aurum’s software gives us confidence our accounting records are reliable which reduces our financial and business risk. With bank reconciliation taking just 20 minutes, we have streamlined how we work whilst improving efficiency and control. This has freed up staff time to focus on other core financial management activity and we can deploy our resources more effectively.”
Kevin Cole
Financial Controller
“Implementing Aurum’s platform at Taylor Rose has been invaluable, particularly in terms of the time that we save. I complete the daily reconciliation in a quarter of the time needed previously.”
Sue Pretty
Senior Cashier
“Aurum has easily halved the time we spend on reconciliation, freeing the team up to engage in other value-adding work.”
Chris Kevin
Head of Finance Systems and Processes
“Aurum’s software gives us confidence our accounting records are reliable which reduces our financial and business risk. With bank reconciliation taking just 20 minutes, we have streamlined how we work whilst improving efficiency and control. This has freed up staff time to focus on other core financial management activity and we can deploy our resources more effectively.”
Kevin Cole
Financial Controller
“Implementing Aurum’s platform at Taylor Rose has been invaluable, particularly in terms of the time that we save. I complete the daily reconciliation in a quarter of the time needed previously.”
Sue Pretty
Senior Cashier
“Aurum has easily halved the time we spend on reconciliation, freeing the team up to engage in other value-adding work.”
Chris Kevin
Head of Finance Systems and Processes
“Aurum’s software gives us confidence our accounting records are reliable which reduces our financial and business risk. With bank reconciliation taking just 20 minutes, we have streamlined how we work whilst improving efficiency and control. This has freed up staff time to focus on other core financial management activity and we can deploy our resources more effectively.”
Kevin Cole
Financial Controller
“Implementing Aurum’s platform at Taylor Rose has been invaluable, particularly in terms of the time that we save. I complete the daily reconciliation in a quarter of the time needed previously.”
Sue Pretty
Senior Cashier
What does Aurum FinanceOS do?
AI powered, all in one platform to centralise your finance operations.
Data collection that runs itself
Financial Data Automation connects to your banks and your practice and case management system through APIs, Open Banking, SFTP or web portals where no API exists, and can listen to an inbox so the completion statement, lender redemption figure or supplier invoice that arrives as a PDF loads itself. Extract, transform and load happens before reconciliation, so your cashiers never prepare data first.
Matching you configure, not code
Set match rules in natural language or with expressions, take the AI-suggested rule as a starting point, and apply tolerances so rounding and timing don't become breaks. One-to-many and many-to-many matching handles split payments and multiple receipts against a single matter, which is where manual reconciliation usually fails.
End-to-end exception management
Unmatched items become structured cases with severity, category, owner and a full comment history, tied to the matter they belong to. Ageing is tracked on every item, and deferred exceptions hold known timing differences until they mature so your queue shows genuine differences rather than items still in transit.
Journals and status posted back to your systems
Journal Entry Automation turns reconciled outcomes into journals using your own posting rules and nominal mapping, then posts them into your PCMS or accounting system, or exports in whatever format it expects, with validation and approval before anything lands.
Data collection that runs itself
Financial Data Automation connects to your banks and your practice and case management system through APIs, Open Banking, SFTP or web portals where no API exists, and can listen to an inbox so the completion statement, lender redemption figure or supplier invoice that arrives as a PDF loads itself. Extract, transform and load happens before reconciliation, so your cashiers never prepare data first.
Matching you configure, not code
Set match rules in natural language or with expressions, take the AI-suggested rule as a starting point, and apply tolerances so rounding and timing don't become breaks. One-to-many and many-to-many matching handles split payments and multiple receipts against a single matter, which is where manual reconciliation usually fails.
End-to-end exception management
Unmatched items become structured cases with severity, category, owner and a full comment history, tied to the matter they belong to. Ageing is tracked on every item, and deferred exceptions hold known timing differences until they mature so your queue shows genuine differences rather than items still in transit.
Journals and status posted back to your systems
Journal Entry Automation turns reconciled outcomes into journals using your own posting rules and nominal mapping, then posts them into your PCMS or accounting system, or exports in whatever format it expects, with validation and approval before anything lands.
Reporting your regulator and your partners can both use
Build and schedule reports and dashboards without technical help, generate per-office or per-brand outputs together rather than one at a time, and feed reconciliation output straight into your business intelligence tools. Client money reporting comes from the same dataset as the reconciliation behind it, so there is nothing to reconcile twice.
Embedded AI
Aurum's AgentOne works inside the product you are already in. Ask why a receipt has not allocated and it answers from the data on screen, proposes the matching rule or drafts the correcting entry for your approval, and explains what a run did. It holds its own identity, acts on behalf of a named person, and writes nothing without a human approving it.
Easy to scale solution
From one office to dozens, one practice system to several, one jurisdiction to many. Add accounts, entities and offices without scaling pains, with rules, calendars and reporting inherited through your firm structure and role-based permissions keeping each team to the accounts they are responsible for.
Best support in the industry
Get support that moves at your pace. On average, we answer in 21 minutes and resolve 87% of cases in under 24 hours. Backed by 5 star Trustpilot reviews, you keep close and operations moving without delays.
Reporting your regulator and your partners can both use
Build and schedule reports and dashboards without technical help, generate per-office or per-brand outputs together rather than one at a time, and feed reconciliation output straight into your business intelligence tools. Client money reporting comes from the same dataset as the reconciliation behind it, so there is nothing to reconcile twice.
Embedded AI
Aurum's AgentOne works inside the product you are already in. Ask why a receipt has not allocated and it answers from the data on screen, proposes the matching rule or drafts the correcting entry for your approval, and explains what a run did. It holds its own identity, acts on behalf of a named person, and writes nothing without a human approving it.
Easy to scale solution
From one office to dozens, one practice system to several, one jurisdiction to many. Add accounts, entities and offices without scaling pains, with rules, calendars and reporting inherited through your firm structure and role-based permissions keeping each team to the accounts they are responsible for.
Best support in the industry
Get support that moves at your pace. On average, we answer in 21 minutes and resolve 87% of cases in under 24 hours. Backed by 5 star Trustpilot reviews, you keep close and operations moving without delays.
Who benefits?
Our product fits every kind of law firm, from a single-office practice to a national or international firm holding client money across several jurisdictions.
Which reconciliations do law firms run in Aurum?
Aurum can virtually automate any kind of reconciliation, from client money to payroll, but these are the most common for law firms.
Three-way client account reconciliation
Reconcile the client account bank statement balance, the cash book and the total of individual client ledgers together, on the cycle the Accounts Rules require or daily, with the COFA sign-off routed and recorded.
Office account and bank reconciliation
Reconcile every office and client account, in every currency, against your practice system, across offices and entities.
Completion and matter receipt allocation
Match receipts to the correct matter and ledger, including bulk completion money, part payments and payments arriving with no usable reference.
Three-way client account reconciliation
Reconcile the client account bank statement balance, the cash book and the total of individual client ledgers together, on the cycle the Accounts Rules require or daily, with the COFA sign-off routed and recorded.
Office account and bank reconciliation
Reconcile every office and client account, in every currency, against your practice system, across offices and entities.
Completion and matter receipt allocation
Match receipts to the correct matter and ledger, including bulk completion money, part payments and payments arriving with no usable reference.
How does Aurum work for law firms?
We have 6,000+ integrations ready to support your banks and your practice systems.
Centralise all your data into Aurum and stay in control of your finance operations.
- Reports
- Bank
- Journal Files
- PCMS
Why switch to Aurum now?
The evidence around client money is being tightened
The SRA has consulted in two parts on client money in legal services, the second closing in February 2026. The proposals would require every accountant's report to be submitted, qualified or not, within six months of the period end; an annual declaration from firms holding client money; reports sent to the SRA and the compliance officer directly by the accountant; and fixed penalties for late or incomplete submission. A spot check of 596 firms found 25 that had not obtained a report at all and 31 that filed late. Whatever the final rules, the direction is towards evidence produced on time rather than assembled on request.
COFA accountability is being sharpened
The same consultation proposes that in larger or higher-risk firms, the person who unilaterally controls the firm cannot also hold the COFA role, with thresholds around £600,000 of turnover or £500,000 of client money held at any point. A separated COFA is personally accountable for a position they need to see daily, not at the next reconciliation.
Faster Payments turned client money into a real-time obligation
Client funds now arrive and leave at any hour, including outside working hours, so a position calculated once every few weeks describes a firm that no longer exists. Reconciling as balances arrive is the only way the number in front of you is the number you actually hold.
Conveyancing is the most targeted process in the sector
Payment diversion fraud concentrates on completion day, when large sums move quickly between parties who are expecting them. A daily reconciliation that flags an unexpected receipt, a duplicate or a payment to a changed account is a detective control that works within the window where money can still be recovered.
Consolidation leaves you running several practice systems at once
Mergers and acquisitions are how most firms grow, and each one brings a case management system nobody wants to migrate immediately. Reconciling across all of them from day one keeps client money under control while the systems question is decided on its own timetable.
Residual balances and overdrawn ledgers are the findings that recur
Both are exception management problems, and both are far easier to solve continuously than at the point a reporting accountant or an SRA visit finds them. Ageing every item and raising each one as a case with an owner is what stops a small balance becoming a qualified report.
Here’s what you can get done with Aurum in just 30 days.
Switch to AurumOur Finance and Business Consultants have worked with some of the most brilliant finance teams in Legal. They can help you connect your systems, design better financial processes, automate the ones that work for you, apply proven approaches and best practices, configure and implement Aurum around the way your business needs to operate, and roll out Agentic automation across your team.
See Aurum FinanceOS for Legal
Automate your financial processes with us.
Aurum FinanceOS brings benefits to clients of all sizes across every industry. From bespoke setups and multi-currency operations to custom reports, regional quirks, and legacy systems, we've seen it all.
Automation from end-to-end
Compliant with all regulations
Fully scalable solution
Unique financial insights
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