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Workflows

Accounting Workflows Backed by Auditable AI

Replace manual handoffs and spreadsheet sprawl with connected workflows that scale across teams, entities, and reporting periods.

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Next-Gen Accounting Automation

Workflow Automation Built for Accounting Rigor

Connected workflows move from ingestion to validated output with auditable AI built in to accelerate execution while preserving control and defensibility.

Accelerated Execution for Accounting and Audit Teams

For the Office of the CFO

Control, consistency, and audit-readiness built in

  • Lease Automation. Extract, validate, and manage lease data with traceable calculations and standardized outputs

  • Revenue Automation. Identify revenue discrepancies, quantify financial exposure, and prevent issues from recurring

  • Internal Audit Testing. Automate testing, enforce documentation standards, and centralize evidence across entities

For Audit Firms

Run highly defensible audits with minimal manual effort

  • Substantive Testing. Move beyond sampling toward scalable, full-population testing with exception-based review

  • Financial Statement Validation. Automate tie-outs, cross-referencing, and variance analysis across large data sets

  • Document Extraction and Matching. Transform unstructured PDFs into validated, structured data in seconds

  • Knowledge Management. Centralize your policies, methodologies and templates in one trusted place.

Workflows Powered by Agents.
Grounded in Standards.

Connected workflows embed your standards and methodology into every step—accelerated
by agents and built for traceable, defensible execution.

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AI Agents That Know Accounting Guardrails

Trulli Agents understand accounting standards, workflows, and terminology to get answers that make sense in your world: 

  • Instantly query regulatory and internal guidance
  • Cross-reference multiple frameworks
  • Surface relevant citations and supporting rationale
  • Embed standards and guidelines into workflows
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Standards and Guidelines Baked into Workflows

Trullion Knowledge layer unifies policies, standards, and expertise so every workflow is grounded in trusted guidance: 

  • Industry-specific regulatory frameworks
  • Accounting and audit standards 
  • Your firm’s internal knowledge 
  • Historical financial data

What people are saying.

Trullion’s team has been exceptional - our feedback consistently shows up on the roadmap and is executed quickly. Adoption was rapid, with month one active users exceeding our prior tool.
David Rich
Senior Manager
Trullion is night and day from a totally manual process. It’s like adding another team member who helps you check consistency, extract data, and speed up testing.
Devan Romano
Senior Assurance Manager
We chose to migrate from our previous software to Trullion in order to improve efficiency. With Trullion, we’ve reduced our time spent on reporting by over 25% and saved over 30% on costs between the two softwares.
Morgan Hoffman
Group Financial Accountant
When demoing Trullion, we were immediately taken by the AI capabilities and the look and feel of the platform. After implementation, we understood that without Trullion, we would have spent twice as much time on manual calculations and reporting in Excel.
Ville Räsänen
Senior Finance Manager
Trullion sets themselves apart with the audit fieldwork suite of AI-Powered tools!
Tricia Katebini, CPA
Partner
Taboola logo
With Trullion, your auditors are relaxed. I’m relaxed. Everyone is relaxed. The risk is low. The analyzing process is very smooth and easy without deficiency.
Yaron Kaneti
VP Finance
Eisai Pharmaceuticals logo.
I just know that I have a system that I can trust. The biggest benefit of Trullion is that peace of mind, knowing that we have a solution to deploy when we have a new lease, a tried and true way of accounting for it safely and making sure there are no mistakes.
Vincent shurr
Global Director of Corporate Accounting and Consolidations

See Trulli in action

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