Trust Accounting
Automate trust accounting—streamline reconciliations, reduce errors, and save hours.
Why Stax.ai?
Leading TPAs trust Stax.ai to automate tedious reconciliations, eliminate manual data entry, and ensure accuracy across every transaction. Our AI-powered system processes trust statements, splits transactions, and integrates seamlessly with your workflow—saving hours per plan while improving compliance and efficiency. Work smarter, not harder.
Smarter Trust Accounting, Eliminate Manual Work
Automate trust statement processing, transaction splitting, and reconciliations. Eliminate manual data entry and ensure accuracy—saving hours on every plan.
Brokerage Statement Filing
Effortless Sorting, Filing, and Organizing
Upload brokerage statements in bulk, and Stax.ai does the rest. Our system automatically identifies, categorizes, and files statements into the correct client folders based on your preferences, saving hours of manual work every month.
Trust Accounting Reconciliation
Reconcile with Confidence
Compile data from multiple financial institutions, reconcile every detail with precision, and stay compliant—all in one streamlined platform. Stax.ai reduces errors and ensures your trust accounting is always accurate.
See Your Savings in Action
Discover how much time and money you can save with automated trust accounting. Our ROI calculator uses real TPA data to estimate your efficiency gains—whether you manage 100 or 10,000+ plans.
Start Saving Time on Trust Accounting.
Top TPAs are eliminating manual reconciliations and reducing errors with automation. See how Stax.ai can transform your workflow.
Top TPAs are eliminating manual reconciliations and reducing errors with automation. See how Stax.ai can transform your workflow.
How It works
Effortless Trust Accounting in 5 Simple Steps
Upload Brokerage Statements
Effortlessly upload statements in bulk from multiple financial institutions. Stax.ai automatically organizes, sorts, and prepares them for processing.
Smart Sorting & Filing
Our AI categorizes and files statements into the appropriate client folders based on customizable parameters, eliminating manual effort and ensuring accuracy.
Automated Data Extraction
Key data points such as balances, transactions, and fees are extracted and organized for easy review, analysis, and reporting.
Reconciliation Made Simple
Combine data from all sources and reconcile accounts with precision using AI-driven tools that flag discrepancies for quick resolution.
Seamless Reporting & Compliance
Generate detailed, error-free reports for compliance and client use. Export data in the format you need, including Excel and CSV, with just a click.
“In partnership with Stax.ai, we are harnessing the power of AI to revolutionize the redundant, daily tasks within the third-party administration industry.”
(The Retirement Advantage)
Benefits
Say goodbye to manual data entry challenges.
Automatic Statement Sorting
Say goodbye to tedious manual organization. Stax.ai’s AI-powered system automatically sorts and categorizes statements, saving you hours of effort.
Customizable Renaming Rules
Tailor renaming rules to match your unique needs. Ensure every file is labeled consistently and intuitively, streamlining future searches and audits.
Precise Filing into Client Folders
Ensure every document lands in the right place. Stax.ai intelligently files statements into the appropriate client folders, reducing errors and improving accessibility.
Compliance-Ready Organization
Stay audit-ready with well-organized and securely stored records that follow best practices in trust accounting.
Enhanced Accuracy
Leverage AI-powered tools to validate census data against plan provisions, ensuring compliance and reducing costly errors. Trust your data to be correct the first time, every time.
Scalability
Grow your TPA firm without needing additional resources by scaling operations efficiently within one system.
Time-Saving automation
Reduce the time spent on routine tasks, such as payroll data entry and email follow-ups, with smart automation.
Automate your Census Workflow.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.
Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.