Know your trust balance, your case costs, and your cash — right now, not last month
Live visibility into IOLTA trust accounts, costs advanced per matter, operating cash, and settlement timing — powered by AI automation, reviewed by expert accountants.
Get Real-Time FinanceWhy Real-Time Finance Matters
Traditional bookkeeping leaves law firms guessing. Real-time finance gives you answers today.
No visibility into trust balances until the monthly reconciliation is done
Guessing whether operating cash covers payroll between settlements
Case costs tracked in spreadsheets instead of your books
Settlement timing surprises that catch the firm underprepared
Your docket moves every day. So do your trust balances, case cost advances, and operating cash needs. Real-time finance gives you clarity about where your firm stands today — not a history lesson from last month.
Live Trust Account Visibility
See your IOLTA balance and per-client sub-ledgers update in real time — always know what's in trust before a settlement disburses.
Case Costs Always Current
Every advance hits the books as it happens — no end-of-month pile to sort through, no costs that slip through unreimbursed.
Operating Cash Between Settlements
Know your runway at any moment. See what’s committed, what’s coming in, and how long the firm can run without a settlement closing.
Human Oversight + AI Accuracy
AI handles the data. Mana’s accountants ensure trust reconciliations, cost allocations, and P&L are clean and meaningful.
See It in Action
Watch how real-time financial dashboards give you instant visibility into your business performance.
Proven Results. Real Impact.
Join businesses who've transformed their financial operations with Real-Time Finance.
Faster Decisions
Make critical calls in real-time
Always Updated
Real-time financial visibility
Accuracy Rate
With AI + human oversight
Choose Your Plan
All plans include Digits AI automation and Mana expert oversight. Scale as your business grows.
Compliance
Real-Time Accounting
- Always-accurate books
- Real-time dashboards
- Unlimited email support
Proactive
Core + Controller Guidance
- Everything in Core
- Monthly financial insights
- KPI tracking and reporting
- Cash forecasting and planning
Growth-Focused
Proactive + CFO Strategy
- Everything in Proactive
- Business forecasting and modeling
- Strategic guidance
- Custom data reporting and tracking
Enhance with Add-Ons
Customize your plan with additional services.
Payroll
Full-service payroll processing
1099s
Contractor payment tracking & filing
Tax Prep
Annual tax return preparation
Tax Planning
Strategic tax optimization
Invoicing
Automated invoice generation
Collections
Accounts receivable management
Bill Pay
Vendor payment processing
Virtual CFO
Dedicated CFO-level strategic guidance
Bundle add-ons for savings — Contact us to discuss custom packages tailored to your needs.
What Our Clients Say
Real results from businesses who've embraced Real-Time Finance.
"Mana Accounting has been an incredible partner for my law firm. They're responsive, knowledgeable, and consistently provide high-quality service. I highly recommend them to any business looking for reliable accounting support."
Dean Z. Levy, Esq.
Owner, Dean Levy Injury Law
"Working with Mana has been a game-changer for our firm. Their deep understanding of legal accounting requirements, trust account compliance, and meticulous attention to detail has brought clarity and confidence to our financial processes. Josh & Alex consistently deliver accurate reports, timely advice, and strategic financial insights that support our firm's growth. We highly recommend Mana Accounting to any law firm or business seeking expert financial guidance."
Devon Workman, Esq.
Owner, Workman Injury Law
"Working with Josh & the Mana team has been instrumental in HealthBoxed's continued financial success. Josh has the ability to think outside the box and come up with solutions tailored to our business's unique needs."
Paige Anderson
Founder, HealthBoxed
Frequently Asked Questions
Common questions about real-time finance, answered by the Mana team.
Your business moves fast. Your numbers should too.
Let’s ditch the delays and get your business running on live numbers. Schedule a call — we’ll show you what’s possible.
Schedule Your Consultation