Automate your client data collection in minutes
Chasing receipts and manual data entry are billable hour killers. Trinity sits right beside you in Hubdoc, Xero, or QuickBooks and walks you through setting up automated workflows step-by-step, so you can focus on advisory.
Trinity understands accounting bottlenecks
Manual data entry
Typing data from receipts into Xero is slow and error-prone. Trinity guides you through Hubdoc automation in minutes.
Software updates
QuickBooks and Xero change constantly. Trinity knows the latest interfaces so you never get lost in new menus.
Broken bank feeds
When connections drop, Trinity helps you troubleshoot and reconnect feeds without spending hours on support calls.
Complex reconciliations
Discrepancies in the ledger? Trinity helps you trace transactions and fix balance issues step-by-step.
New app integrations
Connecting Gusto, Shopify, or Stripe? Trinity walks you through the mapping process to ensure data flows correctly.
Training junior staff
Stop repeating yourself. Trinity acts as an always-on mentor for your team, guiding them through standard procedures.
Accountants Love Trinity
"I knew Hubdoc could save me time, but I never had time to learn it. Trinity walked me through the setup in 20 minutes. Now my receipt collection is on autopilot."
Marcus L.
CPA, Solo Practice
"A client switched to Xero and I was lost. Trinity guided me through their month-end close like I had been using it for years. Saved the engagement."
Jennifer K.
Senior Bookkeeper
"I use Trinity to train my new hires on our tech stack. It saves me 10 hours a week of 'how do I click this' questions."
David R.
Practice Manager
Why accountants choose Trinity
When you need to master a new tool, you have three choices: read outdated help docs, pay for a training course, or let Trinity guide you through it live.
| Trinity | Read help docs | Paid training | |
|---|---|---|---|
| Guides you inside your live software | |||
| Available 24/7 during tax season | |||
| Customized to your client's file | |||
| Answers in seconds, not hours | |||
| Works with your entire tech stack | |||
| No scheduling or travel required |
Common Questions
Stop letting manual work eat your margins
Every hour spent on data entry is an hour not spent on advisory. Trinity is free to try, no credit card required. Automate your workflow in minutes.