For accounting partners with clients on VRIntegrations, learn why now is the time to start moving them to VRTrust. This article is your starting point: what migrating means for you and your clients, how to put AI to work with the VRTrust MCP, and every guide, tool, and course built to make the transition smooth from day one.
Benefits for accounting partners
Trust and operations in one system — Manage trust accounting and operations accounting side-by-side, reducing the need to manage separate workflows, spreadsheets, or disconnected tools.
MCP-powered AI automation — The VRTrust MCP gives partners a path to use AI for scheduled tasks, onboarding steps, monthly accounting processes, and repeatable client workflows.
Built-in bank reconciliation — Move faster through month-end reconciliation with live bank feeds, bank rules, and tools designed for vacation rental accounting cycles.
Fewer workarounds — Spend less time patching gaps between systems or manually creating reports, freeing up time to serve more clients and deliver value-added support.
Benefits for your clients
Clearer financial operations — Clients gain visibility into their trust account activity, expenses, owner statements, and reporting, so there's fewer questions about where numbers come from.
A better owner experience — Owner portal enhancements, statement customization, and clean reporting in VRTrust help property managers build loyalty and trust.
Smoother month-end close — Automated workflows and built-in accounting controls mean fewer month-end fire drills and owner statements that are always on time.
Future development and investment — Give clients a platform that is actively evolving around the needs of STR operators, accounting partners, and owner-facing financial workflows.
Migrate Teams with the VRTrust MCP
The fastest way to migrate teams to VRTrust is with the VRTrust MCP. Once connected, your AI assistant can query and interact with your data directly, saving hours on onboarding, month-end, reporting, and more.
How to Connect the MCP — connect an AI assistant such as Claude or Codex to your VRTrust account.
Migrating Teams through the MCP — migrate client teams from VRIntegrations to VRTrust using an AI assistant.
Importing Bank Transactions into VRTrust with Zapier or Claude AI — push a live bank feed into VRTrust when your bank can't connect directly.
MCP Prompt Guide — a quick-reference guide to things you can do with the VRTrust MCP.
Resources for Accounting Partners
Everything below is organized by stage of the migration, so you can jump to what you need.
Understand the move
VRPlatform (VRIntegration) vs VRTrust — Which product is right for you? — learn why property managers are switching to VRTrust.
What is an Accounting Partner? — the benefits of partner accounts and how they differ from standard property manager accounts.
Accounting Partner Console Overview — an overview of the accounting partner console and the features found there.
How Accounting Partner Billing Works — discount tiers, partner-billed vs. direct-billed teams, and team subscription minimums.
Email template to notify your clients
Copy, paste, and personalize before sending to your clients. (Don't forget to attach the VRTrust Product Flyer to your email).
Subject: Important Update: Your Accounting is Getting an Upgrade
Hi [PM Name],
We’re excited to share an upcoming upgrade to your tech stack 🎉
Your accounting software, VRPlatform, is transitioning from its legacy product to VRTrust, a standalone accounting platform built specifically for short-term rental businesses. Instead of mapping your data to QuickBooks or Xero, VRTrust gives you a full double-entry general ledger, bringing your trust and operations accounting together in one modern system for greater visibility, automation, and flexibility as your business grows.
We’ll handle the transition for you. We’ll set up your new VRTrust account and manage the migration, so there’s nothing you need to do right now.
What you gain with VRTrust
One connected workflow: Keep your trust and operations accounting in one place, along with payouts, reporting, and more.
Built-in reconciliation: Live bank feeds, automated rules, and streamlined reconciliation.
Flexible owner statements: More detail, customization, and drilldown to source transactions.
Better financial controls: Greater visibility plus industry-specific reporting tied to live data.
Accounting sync (optional): Sync reconciled GL data to QuickBooks, Xero, or Sage Intacct on a daily or monthly basis if needed
What your owners will see
Your owners will be invited to access their statements through a new version of their owner portal. Once they’ve accepted the invite, they’ll be able to log in using the same email and password they use today at portal.vrplatform.app.
Next steps
We’ve attached a short flyer with more details about VRTrust. For more information about the migration, along with resources you can share with your owners, please refer to the VRTrust migration guide.
We’ll keep you updated as we move through the transition and will let you know when there’s anything you need to do. We’re excited to get you set up with VRTrust and all the improvements that come with it!
Thanks,
[Your Name]
[Firm Name]
Set up and migrate a team
Migrating Teams through the MCP — migrate client teams from VRIntegrations to VRTrust using an AI assistant.
Historical Owner Statement Migration in VRTrust — understand how legacy owner statements are imported and mapped when migrating to VRTrust.
Historical Cleanup: Guidelines and Strategies for Onboarding New Teams — a structured approach to assessing and cleaning up a new client's books before Go-Live.
Setting Up VRTrust: What Onboarding Looks Like — a walkthrough of what setup involves and the onboarding process for VRTrust.
VRPilot Onboarding Guide — a step-by-step setup guide inside VRTrust that walks new teams through onboarding in the right order.
Bring clients and owners along
Guide: Migrating to VRTrust — a guide to share with property managers navigating the transition from VRIntegrations (or another accounting system) to VRTrust.
Introducing Your Owners to Trust Accounting & VRTrust — a toolkit for communicating the benefits of trust accounting and VRTrust to property owners.
Transitioning to VRTrust: FAQs for Owners — answers to common questions around accessing the new owner portal.
Understanding Your Owner Statement — how owners can access and read their monthly statements.
Keep learning
VRTrust Academy — learn VRTrust with self-paced courses (Foundations, Connecting Your Systems, Accounting Structure, Owners & Listings, Go-Live, Month-End Close, and Special Scenarios), product walkthroughs, and best practices.
Have a resource you think is missing, or a question this article doesn't answer?
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