ClienT Money Reconciliation

Secure your client money with ease

Sensitive transactions deserve powerful software.

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Loved by hundreds of clients

Key benefits of Client Money Reconciliation Software

Put your clients first

Prove client money segregation in seconds to free up time to focus on what matters to them.

Next-gen reporting

Create custom reports, and leverage industry-standard ones to make your life easier. All possible to integrate with PowerBI, Clickbase and others.

Fix your accounts

Don’t let a manual data error delay important transactions. Hold yourself to high standards, don’t cause hold-ups in contracts.

Unlimited fields

We know data can be complex. Aurum can handle an unlimited amount of fields to ensure you store all relevant data.

Take our clients’
word for it.

View Case Studies
We have complete confidence that our bank statements agree with the accounting records held in Partner for Windows.

Aurum allows us to stay on top of our clients accounts, and we can easily answer client queries as we know that we have a fully reconciled position each day.
Sue Pretty, Senior Cahier
Breeze and Wyles Solicitors
Why Aurum

What makes us better? Our focus is on you.

Your business,
your rules
Besides the pre-configured industry-specific matching rules, you can create yours according to your needs.
You grow,
we grow
We don't punish you for growing. No volume is too high so we don’t charge by transaction volume.
is power
Assign transactions, add notes, collaborate and work seamlessly with your team.

There are 600+ integrations already waiting for you

We connect with more than 600 payment providers, banks, platforms, and systems so that no matter who you work with, you can start automating your reconciliation right away.
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Client Money Reconciliation Guides, Tips & News

Frequently Asked Questions

Everything you need to know about the solution.