Xero and Trustworks

Xero is one of the world's best online accounting systems for small businesses, trusts and other entities. Integration with Trustworks means you can have the access to live up to date financial information from Xero within our collaborative, easy to use cloud based governance system meaning all the trusts you work with will be perfectly managed.

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Connect Xero and Trustworks for a complete financial and governance solution for your trusts

Trustworks integrates the key financial information from Xero.

Simply authorise the connection between Xero and Trustworks to be able to pull through the latest balance sheet information.

Once connected from the reports screen in Trustworks users will be able to see key financial information from Xero in the report section of Trustworks.


What is Trustworks?

 Trustworks will save you time and money managing trusts. You can easily create trusts, minutes and resolutions and documents, which can be generated using your existing documents and precedents or from the comprehensive range we’ve included. Once loaded, you have the ability to find anything in seconds, and you can approve or reject resolutions and documents and sign them online. You can then share your actions and delegate tasks in seconds, with new tasks appearing in the workstreams of the other users. You’ll never waste a minute requesting documents from another party again.

As a cloud-based product, as long as you have an internet connection, you can use Trustworks to manage trusts, 24 hours a day from wherever you are.

 It’s easy and intuitive to use, and there’s no hardware or software to buy or install - just log on and instantly improve the way you manage trusts. 

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

∙ It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

∙ Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.

∙ Invite your team and work together on financials. You can collaborate over your up to date numbers.

∙ Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

 Find out more or try Xero Accounting Software for free.

 How to connect Trustworks and Xero

Log on to Trustworks and go through to the Assets and Liabilities tab for the trust you wish to integrate.  Under the reports option on the left select Xero, then click “connect to Xero” and follow the instructions.  Full details in our support page here.