Automatic
Statement Sorting
Upload multiple brokerage statements in bulk, and our system automatically sorts and categorizes them based on client, date, or other criteria.
Customizable
Renaming Rules
Ensure every document follows your specific naming conventions, reducing confusion and streamlining future searches.
Precise Filing
into Client Folders
Automatically file each statement in the correct client folder, ensuring perfect organization and audit-ready records.
Seamless Integration
with Existing Workflows
Our system integrates smoothly into your current trust accounting workflows, making implementation easy and seamless.
Secure Document Management
Protect sensitive client information with encryption and role-based access control.
Enhance Efficiency & Accuracy
TPAs play a vital role in the administration of brokerage statements, managing filing, recording, reconciliation, and consolidation for their clients. Our solution helps TPAs automate these tasks, reducing time spent on repetitive processes and minimizing the potential for error. Say goodbye to manual data entry challenges and embrace a scalable solution that grows with your firm.
step 1
Upload statements
Upload statements in bulk from physical or digital sources.
Step 2
Automatic Sorting & Renaming
Our system sorts, renames, and categorizes the statements according to your specific preferences.
Step 3
Precise Filing
Each statement is filed into the appropriate client folder, ensuring seamless organization for auditing and reconciliation purposes.
Click to see the workflow in action and discover how intelligent automation transforms your trust accounting process.
Time-Saving automation
Eliminate manual sorting and filing, freeing up time for higher-value tasks.
Increased Accuracy
Reduce errors associated with manual handling, ensuring data accuracy and compliance.
Scalability
Easily handle increasing volumes of statements as your business grows, without sacrificing efficiency.
Compliance-Ready Organization
Stay audit-ready with well-organized and securely stored records that follow best practices in trust accounting.
Curious about your ROI from streamlining trust accounting? Try our ROI Calculator to find out.
Hear from Our Partners
“Stax.ai is the most revolutionary thing the industry has seen in decades.”
Norman Levinrad
Chief Actuary, Economic Group Pension Services (EGPS)
“In partnership with Stax.ai, we are harnessing the power of AI to revolutionize the redundant, daily tasks within the third-party administration industry.”
Michelle Zentner
QKA®, RPA, Vice President of Operations, TRA (The Retirement Advantage)
“Stax.ai...has allowed us to repurpose three full-time roles and measurably reduce transposition errors while confidently getting needed data into our systems.”
Tom Tsaris
APA, CEO, Nexus Administrators, Inc.
Let our solution save you time and reduce errors.