How to Connect Bookkeeper360 with Clio (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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Clio

★★★★ 4.5

Crm Industry Specific Crm

A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Clio: A leading legal practice management platform with CRM capabilities designed to help law firms manage clients, cases, and billing.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

Clio

Legal CRM
Case management
Time tracking
Billing
Document management
Client portal

Pricing

Bookkeeper360

Subscription $399-$899/month

Clio

Subscription $39-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Clio work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Bookkeeper360 and Clio without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

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