# SurePoint Finance Enterprise Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SurePoint Finance Enterprise Software - reviews, pricing plans, popular comparisons to other Legal Billing products and more.

Source: https://www.capterra.com/p/10034590/SurePoint-Finance-Enterprise

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# 

 SurePoint Finance Enterprise Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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?

[Legal Billing](https://www.capterra.com/legal-billing-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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### Starting price

Free trial not available

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## 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.

[4.8 (155)](https://www.capterra.com/p/177253/LawPay/reviews/)

Starting Price

Contact vendor

Starting Price

$19

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.9 (155)

Value For Money

0.0 (0)

Value For Money

4.7 (126)

Customer Service

0.0 (0)

Customer Service

4.8 (129)

## SurePoint Finance Enterprise alternatives

[4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (195)](https://www.capterra.com/p/2589/Tabs3-Billing/reviews/)

Starting price

$89.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[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

[4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## 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. It is best suited to organizations that manage complex financial operations across multiple entities rather than small businesses with basic accounting needs.

Features and Usability

### What are the key features of SurePoint Finance Enterprise?

SurePoint Finance Enterprise offers accounting, financial management, and general ledger tools, plus billing and invoicing, automatic billing, and invoice processing. It also includes time tracking, expense tracking, task management, and workflow management, along with access controls/permissions, customizable reports, real-time data, and calendar management.

Integrations

### Which third-party tools and platforms does SurePoint Finance Enterprise integrate with?

SurePoint Finance Enterprise integrates with 3 third-party tools and platforms: NetDocuments, SurePoint CRM, and SurePoint Practice Pro. These catalog integrations cover document management, customer relationship management, and practice management connections within the SurePoint product ecosystem.

Getting Started and Support

### What training and onboarding options does SurePoint Finance Enterprise offer?

SurePoint Finance Enterprise provides webinars and documentation for training and onboarding. Webinars support live or scheduled instruction, while documentation offers written reference materials for self-paced learning and feature lookup.

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. No reviewer feedback is available about support quality, response times, or user experience, so the available support channels can be listed only as cataloged without added sentiment or performance claims.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Setup and send recurring or automated bills

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage contact details and communication with clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Monitor and record expenses such as purchases or charges incurred

Plan, manage, and track the financial activities of an individual or organization

Specifically designed to address the needs of law firms and legal departments

Centralized accounting record which tracks all financial transactions

Creation, processing, verification, and execution of invoices till the payment is made

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Measure and track time including hours worked and paid time off (PTO)

Create, design and manage workflows for repetitive tasks

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## 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/)

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## 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

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