Your clients pay for advice, not software support
QuickBooks updates, Xero quirks, Excel formulas, client file chaos. Trinity watches your screen and guides you through any task step by step, so you can focus on serving clients instead of fighting software.
See how Trinity works on real accounting tasks
The best way to understand Trinity is to try it. Pick any task below and Trinity will guide you through it in real time, watching your screen and talking you through each step. From bank reconciliation to report generation, these are the tasks that fill your day. No signup, no credit card, just click and get started.
Need help with something else?
Trinity is not limited to pre-made guides. Launch Trinity on any task and get real-time guidance in whatever software you are using. Just open the app, share your screen, and ask Trinity what you need help with.
Trinity understands accounting workflows
Running a practice means mastering dozens of platforms. Trinity helps you work faster in QuickBooks, Xero, Karbon, and every other tool your clients use, so you can focus on what matters: serving your clients.
Software updates that break your routine
QuickBooks and Xero change their interfaces constantly. Trinity knows the latest layouts and guides you to the right buttons without relearning everything.
Complex reconciliations that do not balance
When bank feeds do not match and transactions are missing, Trinity helps you trace discrepancies in QuickBooks, Xero, or your spreadsheets.
Hours lost to manual data entry
Importing CSVs, categorizing expenses, fixing duplicates. Trinity shows you shortcuts and automations in Excel, Google Sheets, and your accounting platform.
Features you know exist but cannot find
Every accounting platform buries useful features in menus. Trinity guides you directly to reports, settings, and tools you need without hunting through documentation.
Client requests that need unfamiliar reports
When a client asks for a report you have never run before, Trinity walks you through creating custom reports in QuickBooks, Xero, or Excel.
Tax prep in software you did not choose
Different clients use different platforms. Trinity helps you work confidently in any accounting software, even ones you rarely touch.
Accountants Love Trinity
"A client switched to Xero and I had never used it. Trinity walked me through their entire month-end close like I had been using it for years. Saved me from looking incompetent."
Marcus L.
CPA, Solo Practice
"QuickBooks Online changed their reporting interface again. Instead of spending an hour figuring it out, Trinity showed me exactly where everything moved in two minutes."
Jennifer K.
Bookkeeper
"I use Trinity for Excel formulas I should probably know by now. No judgment, just clear explanations. My VLOOKUP game has never been stronger."
David R.
Staff Accountant
Why accountants choose Trinity
When you are stuck on a software issue during busy season, you have three choices: lose billable hours searching forums, wait for support to call back, or let Trinity guide you through it now.
| Trinity | Figure it out yourself | Hire a consultant | |
|---|---|---|---|
| Available during tax season crunch | |||
| Sees your exact screen and data | |||
| Answers in seconds, not hours | |||
| Works across all accounting platforms | |||
| Affordable | |||
| Understands accounting terminology |
Common Questions
Stop losing billable hours to software confusion
Every minute spent troubleshooting is a minute not spent serving clients. Trinity is free to try, no credit card required. Get unstuck and back to billable work in minutes.