Features
Trust account software features: automated reconciliation and FFR
Everything you need to reconcile trust accounts correctly, without the manual work.
Every refund matched as it arrives. Not at month-end.
Continuous reconciliation means the matching is done automatically. You review exceptions, not every line.
Discrepancies flagged before they reach your desk.
TrustRight catches mismatches the moment they occur, so the principal no longer has to trust a process they can't see.
Four documents. One click. Your assurance report is ready.
The immutable audit trail is built as you work, so the annual assurance report is a download, not a project.
- Client statements
- Cashbook
- Trial balance by client
- Monthly bank recs
The entire FFR workflow. Automated.
From ATO refund receipt to DocuSign authority letter, every step is handled without manual work. Scale without adding headcount.
Native Xero, Xero Practice Manager and DocuSign integration.
No CSV exports, no double entry. TrustRight reads and writes the systems your practice already runs on.
AI throughout the workflow. Not bolted on.
TrustRight uses AI for match suggestions, anomaly detection, and document classification. Specific work, applied where it removes manual effort.
APES 310
Built around the rules you're audited against.
- Records every transaction within the 3 business day rule.
- Reconciles every trust account monthly, automatically.
- Keeps an immutable record of every change.