Stax.ai's Trust Accounting Platform is an industry-leading solution to automate data extraction from asset statements to automate population of trust reconciliation spreadsheets. See the video below to learn more:
Stax.ai Trust Accounting talks to Stax.ai CX (obviously!) to automatically share asset information for plans with FBO/brokerage accounts to CX for reconciliation against payroll and Form 5500 preparation. When plans are "approved" on the Stax.ai Trust Accounting, the data is pushed to CX. You can also re-fetch data from CX at any time.
In order to connect your accounts to each other, you need to create a developer API key from Stax.AI Trust Accounting and enter it into Stax.AI CX.
Please feel free to reach out to our team via the Live Chat on the bottom-right corner if you need help. We would love to set this integration up for you!
Connect Your Account
Generate Your Developer API Key
Log in to Stax.ai Trust Accounting Platform via https://my.stax.ai
Click on your user icon on the top-right corner and select "Manage My Account"
Click on "Create a new API key" under Developer Keys.
A new API key will be generated. Click on the key to copy it to your clipboard.
Configure the Integration on CX
Go to your Integration Settings page. You can access this by clicking on your user icon on the bottom-left corner and selecting "Integrations".
Click on "STAX·AI TA".
Enter your Stax.ai Trust Accounting login email address and the API key that you just copied.
Click on "Save". That's it! You're all set!