Does TrustBooks have a public API?
No. TrustBooks, the trust accounting software for law firms (acquired by Paradigm in 2022, alongside legal tools like PracticePanther), does not publish a public API. Its knowledge base contains no API documentation at all — the supported way to get outside data into TrustBooks is spreadsheet import, plus the inbound syncs TrustBooks itself maintains.
What does no API mean for expense automation?
Without a public API, no card platform or expense tool can push transactions directly into TrustBooks. Any vendor claiming a live API sync with TrustBooks is claiming something the vendor has not made possible. In practice, firms using TrustBooks handle operating-account card spend one of two ways: key transactions in by hand, or import a file in the layout TrustBooks accepts. The difference between those two is hours of data entry per month.
How does Vergo work with TrustBooks?
Vergo takes the file route and automates everything up to the import click. Vergo's corporate cards capture the transaction data — merchant, amount, date, category, receipt — at the point of spend. Vergo then generates a custom-built CSV export matched to the import format TrustBooks expects, so the file loads cleanly instead of needing manual reshaping in a spreadsheet. Your bookkeeper downloads the export and runs TrustBooks' standard spreadsheet import. No re-keying, no column remapping.
Could TrustBooks add an API later?
Paradigm, TrustBooks' parent company, maintains developer resources for some of its other products, so an API could appear in the future. Today, though, nothing is published for TrustBooks, and file import remains the working automation path.
What should a law firm do in the meantime?
Treat the CSV workflow as the system of record for card spend: capture coding and receipts on the card side, then move clean files into TrustBooks on your closing schedule. That keeps trust and operating records accurate without waiting on an API that may never ship.
Does TrustBooks have a public API?
No. TrustBooks does not publish a public API, and its knowledge base contains no API documentation. Data comes in through spreadsheet imports and the syncs TrustBooks itself provides.
Can expense software sync directly with TrustBooks?
Not via API — there is none to connect to. The working path is file-based: Vergo generates CSV exports matched to TrustBooks' import format so card transactions can be imported without manual re-keying.
How do card transactions get into TrustBooks with Vergo?
Vergo captures transaction details and receipts on its corporate cards, then produces a custom CSV export in the layout TrustBooks accepts. You import that file through TrustBooks' standard spreadsheet import.
Who owns TrustBooks now?
TrustBooks was acquired by Paradigm in February 2022, joining its family of legal software products such as PracticePanther. The acquisition has not brought a published TrustBooks API.
