Deposits,
matched automatically.
A settlement check lands in your trust account. Whose is it? Today someone at your firm answers that question by hand, for every deposit. Disbo's AI answers it automatically — matching every transaction to its case the moment it clears, and flagging anything it isn't sure about.
- Every deposit matched to its case on arrival
- Ambiguous deposits flagged, never guessed
- Live view of landed vs. outstanding checks
- Every match logged for audit
Built to connect with the tools you already use
From bank feed to case ledger, without a spreadsheet.
You've seen this on our homepage — the trust account view where deposits show up already labeled "Auto-matched" to their case. This is the engine behind it.
Disbo watches your trust account through a direct bank feed. When money arrives, the AI compares the deposit against your open cases — expected amounts, payor names, references, timing — and ties it to the right one. The case ledger updates, the client sub-ledger updates, and the deposit is ready to disburse.
Matched on arrival
Deposits are matched the moment they clear — not at month-end when someone finally opens the bank statement.
Human review when it matters
When a match isn't certain, the deposit is held for a one-click confirmation. The AI proposes; your firm decides.
Outstanding checks, visible
Because landed deposits are matched to cases, you also see exactly which expected settlements haven't arrived yet.
Matching is what makes reconciliation automatic.
Three-way reconciliation — trust ledger vs. client sub-ledgers vs. bank statement — only works if every bank transaction is tied to a case. That tie is exactly what manual reconciliation spends hours rebuilding every month.
With AI matching, the tie exists from the moment the deposit lands. Reconciliation stops being a monthly project and becomes a continuous state: all three views agree in real time, and any discrepancy is flagged the day it appears.
Three-way reconciliation, continuously
Trust ledger, sub-ledgers, and bank statement stay in agreement automatically — see how it works in Trust Accounting.
Discrepancies surface same-day
An unexpected deposit or a mismatched amount is flagged immediately, not discovered during a bar audit.
An audit trail that writes itself
Every match — automatic or confirmed — is timestamped and immutable, so the story of every dollar is always on record.
Where matching fits in
AI matching is one piece of Disbo's AI-powered disbursement platform.
AI Matching FAQ
How does Disbo match a deposit to a case?
When a deposit hits your trust account, Disbo's AI compares it against your open cases — expected settlement amounts, payor names, check references, and timing — and proposes the match. High-confidence matches are logged automatically; anything ambiguous is flagged for a one-click human confirmation.
What if two cases expect similar settlement amounts?
The AI never silently picks one. When more than one case could plausibly match, the deposit is held as 'needs review' and you choose. Your confirmation trains the record — the match, who confirmed it, and when, all land in the audit log.
How does matching feed three-way reconciliation?
Three-way reconciliation compares your trust ledger, your per-client sub-ledgers, and your bank statement. Matching is the step that ties bank transactions to cases — once every deposit is matched, all three views agree automatically, and discrepancies surface immediately instead of at month-end.
Can I see which settlement checks haven't arrived yet?
Yes. Because every landed deposit is matched to a case, Disbo also knows which expected settlements are still outstanding — so you get a live view of what's landed, what's pending, and what's overdue.
Know whose money landed.
The moment it lands.
See AI matching and continuous reconciliation on your own cases — book a demo.