Features

Everything FirmPulse
can do.

Upload your accounting data from Excel and get presentation-ready reports in seconds. Subscribe to the reports you need — most include AI-powered analysis that tells you what the numbers actually mean.

📎
Upload your Excel file
Soluno reports as .xlsx; Task Code and GL Account static lists as .csv. If you can export it from your accounting software, FirmPulse can work with it.
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Pick your reports
Choose which reports to run. Each one is tailored to a specific view of your data.
📋
Get results + AI analysis
Polished reports with optional AI-written summaries explaining what matters and what needs attention.
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AI Analysis — included, not extra

Most reports come with built-in AI analysis that reads your data and writes a plain-English summary. It highlights trends, flags anomalies, and tells you what needs attention — so you're not just looking at numbers, you're understanding them.

Trend identificationAnomaly detectionPlain-English summariesActionable recommendations

Report catalog

Subscribe to the ones you need. Add more anytime.

📋Collection Summary✨ AI Analysis
Collection and billing reports by lawyer and matter. See who's collecting, who's behind, and where the money is. AI analysis highlights collection trends and flags accounts that need attention.
By LawyerBy MatterAI Insights
From $14/mo
💰Billing by Lawyer✨ AI Analysis
Billing by lawyer with billed amounts, hours, and rates. Understand productivity and realization across your team. AI analysis surfaces underperformance and rate optimization opportunities.
AmountsHoursRatesAI Insights
From $14/mo
⏱️Comparative Time Analysis✨ AI Analysis
Compare hours and amounts by lawyer and task code. Spot where time is being spent — and where it's being lost. AI analysis identifies patterns and efficiency gaps.
By LawyerBy Task CodeAI Insights
From $14/mo
📅Time Utilization Analysis✨ AI Analysis
Monthly utilization by lawyer: billable work, write up/down, non-billable, firm hours. See who's productive and where time goes. AI analysis highlights utilization trends and billing realization issues.
By LawyerMonthlyAI Insights
From $14/mo
📊A/R Aging by Client
Receivables aging totals by client number. Know exactly how old your outstanding invoices are — broken down by aging bucket so you can prioritize collections.
By ClientAging Buckets
From $14/mo
📈12 Month Comparative P&L✨ AI Analysis
Compare profit and loss across 12 months. Spot trends, seasonality, and anomalies in your firm's financials. AI analysis delivers a narrative summary of what changed and why it matters.
12 MonthsVarianceAI Insights
From $14/mo
Add-on Tool

GL Reconciliation for A/R

Upload your A/R report, Adjustment listing, and GL trial balance to reconcile receivables to the general ledger. Requires GL Account List (static) to be uploaded first.

GL Reconciliation (Accrual)
Stacks with any plan. Included free during trial.
$99
/month