--- title: "SurePoint Finance Enterprise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SurePoint Finance Enterprise Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more." source_url: "https://www.capterra.com/p/10034590/SurePoint-Finance-Enterprise/" page_type: "product" language: "en" --- # SurePoint Finance Enterprise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) SurePoint Finance Enterprise ## What is SurePoint Finance Enterprise? SurePoint Finance Enterprise helps law firms streamline financial operations. It integrates client and matter management, timekeeping, and accounting functions like general ledger, payables, trust accounting, and expense analysis. Forecasting tools with reporting capabilities monitor financial performance and align resources with firm priorities. The platform supports complex accounting for multi-entity firms, multiple tax IDs, and ledger configurations. It enables teams to streamline revenue generation via automated billing, customizable workflows, and paperless prebill edits. Finance Enterprise includes eBilling with LEDES compatibility and matter budgeting tools to enhance efficiency. ## What is SurePoint Finance Enterprise used for? [Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Billing](https://www.capterra.com/legal-billing-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SurePoint Finance Enterprise?[Manage this product listing](https://www.g2.com/products/surepoint-finance-enterprise/claim_requests/new?auto=true) ## SurePoint Finance Enterprise Overview Updated September 2026 AI summary SurePoint Finance Enterprise provides legal billing, accounting, and case management tools for organizations needing advanced financial oversight. Built for midsize and enterprise firms, it offers billing and invoicing, time tracking, workflow and task management, customizable reporting, and role-based access controls. The platform is available via cloud and Windows deployment, with integrations supporting document and practice management. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SurePoint Finance Enterprise 0.0 VS. [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (1,742) Value For Money 0.0 (0) Value For Money 4.5 (1,533) Customer Service 0.0 (0) Customer Service 4.7 (1,582) ## SurePoint Finance Enterprise alternatives [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [8am MyCase](https://www.capterra.com/p/115613/MyCase/) [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/115613/MyCase/) Highest Rated [Smokeball](https://www.capterra.com/p/133656/Smokeball/) [4.8 (360)](https://www.capterra.com/p/133656/Smokeball/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/133656/Smokeball/) [Neos](https://www.capterra.com/p/58931/neos/) [4.3 (204)](https://www.capterra.com/p/58931/neos/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/58931/neos/) ## FAQs about SurePoint Finance Enterprise Overview ### What company size and specific industries is SurePoint Finance Enterprise built for? SurePoint Finance Enterprise is designed for mid-market and enterprise firms with dedicated finance teams that need advanced accounting capabilities, role-based controls, and multi-entity reporting. The target audience includes organizations that manage complex financial structures rather than small businesses or single-entity operations. Features and Usability ### What are the key features of SurePoint Finance Enterprise? SurePoint Finance Enterprise includes accounting and financial management tools such as general ledger, billing and invoicing, invoice processing, automatic billing, and credit card processing. It also offers time tracking, task management, workflow management, case management, client management, customizable reports, access controls/permissions, and real-time data. Integrations ### Which third-party tools and platforms does SurePoint Finance Enterprise integrate with? SurePoint Finance Enterprise integrates with NetDocuments, SurePoint CRM, and SurePoint Practice Pro. These catalog-listed integrations cover document management, customer relationship management, and practice management connections, giving the platform a small but focused set of third-party and related SurePoint ecosystem options. Getting Started and Support ### What training and onboarding options does SurePoint Finance Enterprise offer? SurePoint Finance Enterprise provides webinars and documentation to help teams get started. Webinars offer live or recorded instruction for guided learning, while documentation gives written reference material for reviewing setup steps, features, and product details at any time. Getting Started and Support ### What customer support options does SurePoint Finance Enterprise offer? SurePoint Finance Enterprise provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. User feedback on support quality is not available here, so no conclusions can be drawn about response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,181 Law Practice Management reviews Capterra reviewers point to these as the top priorities when selecting legal billing software: - **Billing & Invoicing** (**75%** of reviewers rated this feature as critical) - **Case Management** (**59%**) - **Time Tracking** (**66%**) SurePoint Finance Enterprise supports all three of the features buyers value most: **Billing & Invoicing**, **Case Management**, and **Time Tracking**. Together, these capabilities help legal teams manage matters, record billable hours accurately, and handle invoicing with greater consistency, helping businesses improve billing accuracy, maintain case visibility, and speed up revenue collection. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Automatic Billing Setup and send recurring or automated bills Billing & Invoicing Create, manage, and send invoices or bills to customers Calendar Management Track and manage schedules and meetings via an integrated calendar SurePoint Finance Enterprise 23 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Automatic Billing: Setup and send recurring or automated bills - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Client Management: Manage contact details and communication with clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Credit Card Processing: Accept and process credit card transactions - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - General Ledger: Centralized accounting record which tracks all financial transactions - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ NetDocuments](https://www.capterra.com/p/225425/NetDocuments/)[ SurePoint Practice Pro](https://www.capterra.com/p/200358/SurePoint-Practice-Pro/)[ SurePoint CRM](https://www.capterra.com/p/119731/ContactEase/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.