
Product section
Trust accounting
Trust accounting keeps receipts, payments, journals, reconciliations, ledger review, and audit evidence close to the daily agency work that creates those records.
How it works
- Staff record trust movements and review exceptions from the same workspace used for operational follow-up.
- Reconciliation and reporting surfaces help principals and reviewers see what needs attention before month end.
- Audit logs preserve important trust accounting actions so review work is easier to trace.
Benefits for agencies
- Less switching between operational records and accounting review.
- Clearer visibility of outstanding trust accounting work.
- Better handover between property managers, accounts staff, principals, and reviewers.

