--- description: Review of SurePoint Finance Core Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SurePoint Finance Core | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Legal Billing Software](/directory/980/billing/software) > [SurePoint Finance Core](/software/6431/coyote-analytics) # SurePoint Finance Core Canonical: https://www.softwareadvice.co.uk/software/6431/coyote-analytics Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/6431/coyote-analytics?page=2) > SurePoint Finance Core (formerly Coyote Analytics) is tailored for small and mid-sized law firms or lean finance teams that manage daily billing and accounting processes, empowering them to work faster, reduce administrative burden, and shorten billing cycles without the complexity of multiple disconnected tools. Purpose-built for legal accounting and billing, Finance Core unifies timekeeping, payables, receivables, reporting, and trust management into one intuitive system, helping firms eliminate manual work, improve accuracy, and make data-driven decisions with confidence. Finance Core supports the complete billing lifecycle, from time entry to collections. Attorneys and staff can easily record billable time and expenses—whether in the office or on the go—and save entries directly to matters. A flexible pre-bill review experience allows billing attorneys to adjust fees, transfer entries, add notes, and apply client-specific billing rules before invoices are finalized. Automated billing rules reduce errors and write-offs, while integrated digital payment options, including online and credit card payments, help firms accelerate cash flow and get paid faster. Finance Core delivers legal-focused accounting capabilities, including general ledger management, accounts payable and receivable tracking, trust accounting, and bank reconciliation. Real-time updates ensure financial information remains accurate as invoices are processed and payments are applied. Firms can import financial data, establish monthly budgets, and maintain a complete audit history to support compliance and sound accounting practices. With built-in reporting and business intelligence tools, Finance Core provides firm leaders and finance teams with real-time insights into key performance indicators, including realization, utilization, profitability, and aging. Customizable dashboards allow users to analyze trends by timekeeper, client, practice area, or matter—helping firms identify opportunities, predict future needs, and make informed strategic decisions. By centralizing financial data in one system, firms can more easily monitor overall financial health and align resources with priorities. Finance Core also supports greater collaboration and consistency across teams by centralizing client, matter, document, and contact information. Integrations with practice management, document management, and productivity applications help reduce duplicate data entry and keep financial activities connected to the broader matter workflow. Calendar synchronization and document automation further streamline daily processes and help teams stay organized. To support onboarding and long-term adoption, SurePoint provides access to user documentation, role-based training, on-demand resources, and regular release updates. Whether used by administrators, finance professionals, or timekeepers, the platform is designed to be intuitive and easy to learn, helping firms get up and running quickly and continue improving over time. As part of the SurePoint Legal Suite, SurePoint’s Finance Solutions offer a modern, unified approach to law firm financial management. Finance Core combines accounting, billing automation, timekeeping, reporting, and integrated payments in a single platform, giving small and mid-sized firms the tools they need to streamline daily operations, improve accuracy, and drive stronger firm performance. > > Verdict: Rated **4.4/5** by 21 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 21 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: SurePoint Technologies - **Location**: Cincinnati, US - **Founded**: 1976 ## Commercial Context - **Target Audience**: 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Accounting - Bank Reconciliation - Billing & Invoicing - Calendar Management - Case Management - Client Portal - Document Automation - Document Management - Expense Tracking - Financial Management - General Ledger - Third-Party Integrations - Time & Expense Tracking - Trust Accounting - Workflow Management ## Integrations (5 total) - LawToolBox - Microsoft Outlook - NetDocuments - SurePoint CRM - SurePoint Practice Pro ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Legal Billing Software](https://www.softwareadvice.co.uk/directory/980/billing/software) ## Related Categories - [Legal Billing Software](https://www.softwareadvice.co.uk/directory/980/billing/software) - [Case Management Software](https://www.softwareadvice.co.uk/directory/984/case-management/software) - [Legal Case Management Software](https://www.softwareadvice.co.uk/directory/4516/legal/software) ## Alternatives 1. 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[8am CasePeer](https://www.softwareadvice.co.uk/software/47885/casepeer) — 4.8/5 (203 reviews) ## Reviews ### "Its an excellent software" — 3.0/5 > **Shriya** | *23 April 2018* > > **Pros**: Its great for Time and billing, calendaring,financial management, contact management.It is committed to delivering features to our Clients,not profits to investors. > > **Cons**: I like this software but I think features and customer support can be better when its compared to other softwares.Overall quality is fine not so great. ----- ### "Would not recommend doing business with SurePoint" — 1.0/5 > **Erin** | *19 March 2026* | Law Practice | Recommendation rating: 0.0/10 > > **Pros**: The rating on my review relates solely to the SurePoint sunsetting of Coyote Analytics, which is an amazing product, and the Pros of my original review still apply. Coyote on prem is no longer offered as of the date of this review update. > > **Cons**: SurePoint purchased Coyote in 2022. They made minimal improvements and then announced in early November 2025 that they were sunsetting the "on prem" Coyote Analytics product at the end of February 2026. This provided very little notice to the many firms affected, and left them scrambling to find an alternate product or else sign 3-year bridge contracts with SurePoint that were many times more expensive than existing support fees. Support has also been very slow and generally unhelpful since the SurePoint acquisition. In my opinion and experience, it seems like their support techs were never properly trained on the Coyote product. > > Consider whether you wish to work with a company that abandons an entire segment of their business with little notice. ----- ### "Good for a smaller firm" — 3.0/5 > **Verified Reviewer** | *12 September 2018* | Law Practice | Recommendation rating: 5.0/10 > > **Pros**: Coyote's after-sale customer service is exceptional. > > **Cons**: Coyote struggles to match what is offered by larger more mature products. > > Many smaller firms are wanting the business intelligence that larger firms are used to having. Unfortunately Coyote doesn't deliver just yet. They are however evolving almost daily, adding features and fixing bugs. ----- ### "Solid Practice Management software for mid sized firm" — 4.0/5 > **Paige** | *22 October 2019* | Law Practice | Recommendation rating: 8.0/10 > > **Pros**: What i like most about Coyote is their ability to create useful workflows and user paths in the software. > > **Cons**: I wish it had a newer version of their reporting tool, ActiveReports. > > Overall, positive experience. The devs have made great strides in building useful functionality into the software and their integrations are thoughtful and thorough. ----- ### "Where day-to-day practice management meets KPI's for your ROI" — 5.0/5 > **Jim** | *17 January 2023* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: The software was clearly written by folks familiar with working in a law firm environment. Both from admin/management level to practicing attorneys to everyday support staff. Ease of functionality combined with extensibility to Outlook and Excel make this a great platform for anyone needing to service their lawfirm's time, billing and financial functions. > > **Cons**: The layout of the contact management portion was cumbersome for our legacy of client/matter data. The options were very limiting with the billing formats chosen and provided for the initial tier pricing. > > The conflict of interest and practice management sections make for a more robust handling of potential new clients and ensure professional liability standards are met. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/6431/coyote-analytics?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/6431/coyote-analytics) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data