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Description

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

Description

Award-winning Business Banking. You can manage your business finances from anywhere. Connect Novo with your tools, send invoices, get paid, and more. We believe that time is money and we want to help you keep it. Set up an account on your preferred device and skip the bank. Stripe allows you to accept debit and credit cards payments for your invoices. When an invoice is paid with a card, you will receive an email confirmation. Accept invoice payments via Square. You can set aside funds for taxes and profit, payroll, or other large business expenses with Novo Reserves. You can save money for the future, set aside money for taxes, or create a rainy-day fund. You can link your bank accounts to Novo to make seamless transfers. Remote check deposit allows for you to deposit a cheque directly from your smartphone. You can make international and US payments. Deep integrations as a Stripe Partner. You can see your Stripe balances in your Novo account. Sign up for Stripe to get $20,000 in fee-free processing

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Axis LMS No 
Clio Yes 
Google Sheets No 
Hubble No 
Nekton.ai No 
QuickBooks Online No 
Shopify No 
Slack No 
Square Payments No 
Stripe No 
Wise No 
Xero No 
Zapier No 

Integrations

8am LawPay No 
Axis LMS Yes 
Clio No 
Google Sheets Yes 
Hubble Yes 
Nekton.ai Yes 
QuickBooks Online Yes 
Shopify Yes 
Slack Yes 
Square Payments Yes 
Stripe Yes 
Wise Yes 
Xero Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Nota

Country

United States

Website

www.trustnota.com

Vendor Details

Company Name

Novo

Founded

2016

Country

United States

Website

banknovo.com

Product Features

Business Bank Accounts

Bank Wires No 
Bill Pay No 
Billing & Invoicing No 
Business Credit Cards No 
Checking Account No 
Checks No 
Expense Management No 
Instant Payouts No 
No Fee Payments No 
Rewards No 
Savings Account No 
Spend Management No 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

Product Features

Business Bank Accounts

Bank Wires Yes 
Bill Pay Yes 
Billing & Invoicing Yes 
Business Credit Cards No 
Checking Account Yes 
Checks Yes 
Expense Management Yes 
Instant Payouts Yes 
No Fee Payments Yes 
Rewards No 
Savings Account Yes 
Spend Management Yes 

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