TrustEasy delivers a practical solution tailored for accounting firms through its powerful bank feeds reconciliation software—built for best speed, compliance, and precision. The system eliminates manual reconciliation inefficiencies by integrating bank feeds directly, ensuring that all transactions are accurately matched and accounted for in real time.
Explicitly designed for trust account management, TrustEasy flags unknown credits, promotes timely action and ensures full compliance through structured monthly reconciliation cycles. With a standard chart of accounts that allows for flexible categorisation, firms can tailor allocations to meet the unique needs of their clients and comply with regulatory requirements.
- Automatic Bank Feeds:Streamlines reconciliation by securely pulling data from banks.
- Audit-Ready Trail:Every transaction is logged and exportable for use in reporting software.
- Smart Workflow Management:Quickly review flagged transactions and categorise entries with ease.
Efficient Bank Feeds Reconciliation for Accounting Firms
A dedicated “items for review” section ensures complete visibility into exceptions. Seamless export to financial tools, such as HandiLedger, further strengthens compliance and reporting alignment. TrustEasy also provides role-based access and detailed audit logs to maintain complete control and transparency.
Streamlined Trust Accounting for Professionals
TrustEasy presents an innovative trust accounting software specifically designed for Australian tax accountants, ensuring compliance and ease of use. Manage client money securely, simplify fees from refund processes, and maintain detailed audit-ready records with confidence.
- Easy integration with Xero, MYOB, and more.
- Automatic bank feeds for streamlined account visibility.
- Complies with CAANZ, CPA Australia, and TPB standards.
Take charge of trust account management effortlessly. Contact TrustEasy today and experience trust accounting software that works as hard as you do!
TrustEasy offers an innovative, secure, and fully compliant solution, making it a top choice for seamless bank feed reconciliation. Contact us today to schedule your complimentary demo and discover how TrustEasy streamlines reconciliation.
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