hub Integrations

Works with the AP system you already use.

Approved legal invoices reach accounts payable the moment you approve them. Every plan connects to your AP system by email at no extra cost. Add ERP Sync to create coded bills directly in your accounting system.

check_circleEmail connection included check_circleERP Sync $250/month check_circleNo implementation fees
Included on every plan

Email connection

Most AP tools give you an address that turns emailed invoices into draft bills. Save it in CounselAudit and every approved invoice is sent there automatically: one email, one PDF that opens with the approved amount, then the firm's original invoice. Save several destinations, such as one per subsidiary, and pick the right one when you approve.

$0 included, no implementation fees

NetSuite logo

NetSuite

Bill Capture

Sage Intacct logo

Sage Intacct

AP Automation

QuickBooks Online logo

QuickBooks Online

Xero logo

Xero

Email to bills

BILL logo

BILL

Inbox

Ramp logo

Ramp

Bill Pay

Brex logo

Brex

Bill Pay

Coupa logo

Coupa

Stampli logo

Stampli

Tipalti logo

Tipalti

AvidXchange logo

AvidXchange

Airbase logo

Airbase

Invoice Inbox

SAP Concur Invoice logo

SAP Concur Invoice

Capture

Oracle Fusion Cloud Payables logo

Oracle Fusion Cloud Payables

Workday logo

Workday

Email Ingestion

Microsoft Dynamics 365 Business Central logo

Microsoft Dynamics 365 Business Central

Expensify logo

Expensify

Bill Pay

Spendesk logo

Spendesk

Pleo logo

Pleo

Mercury logo

Mercury

Bill Pay

Wise Business logo

Wise Business

alternate_email

Any AP mailbox

or any tool that reads invoices by email

Also works with

  • SAP Ariba
  • Microsoft Dynamics 365 Finance
  • Acumatica
  • SoftLedger
  • Basware
  • Medius
  • Esker
  • Tradeshift
  • Rillion
  • Vic.ai
  • Ottimate
  • AppZen
  • Quadient AP (Beanworks)
  • MineralTree
  • Corpay One
  • ApprovalMax
  • DOKKA
  • Payhawk
  • Volopay
  • Float
  • Rippling
  • Procurify
  • Precoro
  • JAGGAER
  • Zip
  • Planergy
  • Relay
  • Rho
  • Melio
  • Plooto
  • Airwallex
  • Qonto
  • Dext
  • Hubdoc
  • AutoEntry
  • Lightyear

And any AP tool or shared AP mailbox that turns an emailed invoice into a bill. Some tools only accept invoices from approved senders, and a few need their invoice capture feature switched on first. We help you set this up at no cost.

Add-on

ERP Sync: bills created directly in your accounting system

Everything in the email connection, plus a direct connection to your ERP. Approve once in CounselAudit and the bill appears in your accounting system, ready to pay. Your email connection keeps working alongside it.

check_circle

The approved amount, not the billed amount

Reductions you made in review flow straight into the bill. Nobody re-keys a total.

check_circle

Already coded

Lines are split by your cost allocations, mapped to your GL accounts and departments.

check_circle

Paid status comes back

When finance pays the bill, CounselAudit marks the invoice paid. Budgets and reports stay current.

check_circle

Connected in minutes

Your administrator authorizes the connection. You never share your ERP password with us.

ERP Sync pricing

$250 /month

Per organization, in USD, on top of your plan. Or $2,550 per year billed annually. Included with Enterprise.

  • check_circleNo implementation fees
  • check_circleSetup and account mapping done with you
  • check_circleEmail connection still included
  • check_circleCancel anytime
Add ERP Sync arrow_forward

Accounting systems ERP Sync connects to, on request

Tell us which system you use and we switch ERP Sync on for your organization once you subscribe, with no implementation fees.

NetSuite logo

NetSuite

On request

QuickBooks Online logo

QuickBooks Online

On request

Sage Intacct logo

Sage Intacct

On request

Xero logo

Xero

On request

FreshBooks logo

FreshBooks

On request

Zoho Books logo

Zoho Books

On request

Sage Business Cloud Accounting logo

Sage Business Cloud Accounting

On request

Wave logo

Wave

On request

FreeAgent logo

FreeAgent

On request

Clear Books logo

Clear Books

On request

Moneybird logo

Moneybird

On request

Coming soon

Microsoft Dynamics 365 Business Central logo

Microsoft Dynamics 365 Business Central

Coming soon

Microsoft Dynamics 365 Finance and Operations logo

Microsoft Dynamics 365 Finance and Operations

Coming soon

Oracle Fusion Cloud ERP logo

Oracle Fusion Cloud ERP

Coming soon

Workday logo

Workday

Coming soon

QuickBooks Desktop logo

QuickBooks Desktop

Coming soon

Email connection or ERP Sync

Email connectionERP Sync
PriceIncluded in every plan$250/month, included with Enterprise
Implementation feesNoneNone
What AP receivesAn email with one PDF that opens with the approved amountA bill in your ERP for the approved amount
GL and department codingDone by your AP teamDone automatically from your cost allocations
Paid statusMarked in CounselAuditSynced back from your ERP
In the free trialYesNo

Frequently Asked Questions

Which AP and accounting systems does the email connection work with? expand_more

Any system that turns an emailed invoice into a bill. That includes NetSuite, Sage Intacct, QuickBooks Online, Xero, Oracle Fusion Cloud Payables, SAP Concur Invoice, SAP Ariba, Workday, Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance, Acumatica, SoftLedger, BILL, Stampli, Tipalti, AvidXchange, Coupa, Airbase, Basware, Medius, Esker, Tradeshift, Rillion, Vic.ai, Ottimate, AppZen, Quadient AP (Beanworks), MineralTree, Corpay One, ApprovalMax, DOKKA, Ramp, Brex, Expensify, Spendesk, Pleo, Payhawk, Volopay, Float, Rippling, Procurify, Precoro, JAGGAER, Zip, Planergy, Mercury, Relay, Rho, Melio, Plooto, Airwallex, Wise Business, Qonto, Dext, Hubdoc, AutoEntry and Lightyear, plus any shared AP mailbox. Some tools only accept invoices from approved senders, and a few need their invoice capture feature switched on first; we help you set this up at no cost.

Is the email connection really included? expand_more

Yes. Sending approved invoices to your AP system by email is part of every CounselAudit plan, including the free trial. There is no extra charge and no implementation fee.

What does my AP system receive by email? expand_more

One email per approved invoice with one PDF attached. The PDF opens with an approved-for-payment page showing the approved amount, followed by the firm's original invoice. You can save more than one AP destination, for example one bill inbox per subsidiary, and pick the right one when you approve.

What does ERP Sync add on top of email? expand_more

ERP Sync connects CounselAudit directly to your accounting system. When you approve an invoice, a bill is created in your ERP for the approved amount, already coded to the right GL accounts and departments from your cost allocations. When finance pays the bill, CounselAudit marks the invoice paid. Your email connection keeps working alongside it.

How much does ERP Sync cost? expand_more

ERP Sync is $250 USD per month per organization, or $2,550 per year billed annually. It is included at no extra charge with Enterprise. There are no implementation fees.

How is ERP Sync set up? expand_more

Your administrator connects your accounting system from CounselAudit in a few minutes. You never share your ERP password with us. We then match your law firms to vendors and your GL codes and cost centers to your chart of accounts with you. There are no implementation fees.

Is ERP Sync part of the free trial? expand_more

No. The trial includes the email connection. ERP Sync is switched on once you subscribe, on any paid plan.

My accounting system is not listed. Can you connect to it? expand_more

Tell us which system you use. ERP Sync is switched on for your organization on request once you subscribe. Systems marked Coming soon are on our roadmap, and we will let you know as soon as yours is ready.

From approved to paid, without re-keying.

Start a free 14-day trial with the email connection included. No implementation fees, on any plan.