What’s New
Discover the latest feature releases, improvements, and updates on web, desktop and mobile apps.
The Latest Update
Q3 2025: Highlights
This quarter, we continued to roll out powerful updates to simplify lease accounting and enhance financial reporting. Here’s what’s new:
Featured updates
Trullion now automates journal entries for variable, non-lease, and short-term lease payments.
A new unified engagement-level view provides seamless navigation across modules, making it easier for auditors to manage complex engagements in one place.
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort.
Capture tables, text, and numbers directly within Data Match
Trullion now automates journal entries for variable, non-lease, and short-term lease payments.
A new unified engagement-level view provides seamless navigation across modules, making it easier for auditors to manage complex engagements in one place.
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort.
Capture tables, text, and numbers directly within Data Match
Journal entries for exempt payments
Trullion now automates journal entries for variable, non-lease, and short-term lease payments. With new account types, chart of accounts mapping, and ERP integration, finance teams can capture all payment types in one place for faster, more accurate reporting.
Engagement-level audit view
A new unified engagement-level view provides seamless navigation across modules, making it easier for auditors to manage complex engagements in one place.
Recommendations to increase coverage
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort. The feature goes beyond highlighting results by providing actionable guidance – such as fine-tuning tolerance levels or removing unnecessary conditions – to improve outcomes. This reduces manual tagging, accelerates testing, and delivers stronger, more reliable coverage. a new way to help auditors maximize coverage with less effort.
Extract and match data in one seamless workflow.
Capture tables, text, and numbers directly within Data Match — no extra steps, no complexity. Pull, verify, and review data with precision and speed for a smarter, more intuitive audit experience.
Changelog
Sort by
Types
No results found for your search.
20 October, 2025
Engagement-level audit view
A new unified engagement-level view provides seamless navigation across modules, making it easier for auditors to manage complex engagements in one place.
20 October, 2025
Recommendations to increase coverage
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort.
20 October, 2025
Extract and match data in one seamless workflow.
Capture tables, text, and numbers directly within Data Match
20 October, 2025
Journal entries for exempt payments
Trullion now automates journal entries for variable, non-lease, and short-term lease payments.
21 July, 2025
Embed Data Match results into workpapers
No more copy-pasting.
21 July, 2025
Engagement Roll forward with one click
Effortlessly carry forward templates and test logic from prior audits.
21 July, 2025
Templates center
Accelerate your workflow with ready-to-use templates.
21 July, 2025
Automating disclosure and payments reports
Tired of manually sending reports for reconciliation or third-party sharing? You can now also schedule your Disclosure & Payments Reports to be sent automatically in addition to other reports already available for automation. Streamline workflows and get the right data to the right team – automatically.
21 July, 2025
AI support for contract amendments
Start benefiting from AI on every contract update!
21 July, 2025
Roll forward reporting
Easily track account balances over time
21 July, 2025
Updated Leases Dashboard
Get instant visibility into your lease portfolio
16 April, 2025
Tickmarks that stick!
Now you can save manual tickmarks now carry over across versions—no need to re-create them each time!
16 April, 2025
Advanced search across contracts
Our contracts page filters have been significantly enhanced.
16 April, 2025
Interest rate (IBR) schema management
Manage interest rate schemes effortlessly across multiple workspaces.
16 April, 2025
Configurable roll-forward reporting
Introducing the Roll-Forward Report—your new go-to tool for tracking account balances and movements.
16 April, 2025
Visual payment tracking
Stay on top of payment changes with ease.
16 January, 2025
Lease administration capabilities
Trullion now offers robust lease administration tools, making it an end-to-end solution for lease accounting.
16 January, 2025
Introducing the new usage dashboard
Gain real-time insights into how your team is using the Audit Suite with our new Usage Dashboard.
16 January, 2025
Integrations for effortless workflows
Trullion’s Netsuite and Secure File Transfer Protocol integrations automate journal entry postings and exporting contracts data to your system of choice.
16 January, 2025
Improved user management
Team spaces for better control and simplified user roles.
16 January, 2025
Human-oriented AI enhancements
At Trullion, we strive to make AI interactions more intuitive and user-centric.
16 January, 2025
Centralized templates hub
The new ‘Templates Center’ simplifies template sharing and standardization.
16 January, 2025
Engagement-level audit view
A new unified engagement-level view provides seamless navigation across modules, making it easier for auditors to manage complex engagements in one place.
Recommendations to increase coverage
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort. The feature goes beyond highlighting results by providing actionable guidance – such as fine-tuning tolerance levels or removing unnecessary conditions – to improve outcomes. This reduces manual tagging, accelerates testing, and delivers stronger, more reliable coverage. a new way to help auditors maximize coverage with less effort.
Extract and match data in one seamless workflow.
Capture tables, text, and numbers directly within Data Match — no extra steps, no complexity. Pull, verify, and review data with precision and speed for a smarter, more intuitive audit experience.
Journal entries for exempt payments
Trullion now automates journal entries for variable, non-lease, and short-term lease payments. With new account types, chart of accounts mapping, and ERP integration, finance teams can capture all payment types in one place for faster, more accurate reporting.
Embed Data Match results into workpapers
No more copy-pasting. Upload your workpapers to Trullion, run Data Match, and embed results in one seamless flow. Save hours and reduce errors.
Engagement Roll forward with one click
Effortlessly carry forward templates and test logic from prior audits. With a single click, eliminate repetitive setup work, reduce prep time, and ensure consistency across audit periods.
Templates center
Accelerate your workflow with ready-to-use templates. Take the guesswork out of project setup with pre-configured solutions for any client or industry. With the Templates Center, you can:
• Create and distribute templates seamlessly across teams
• Find the perfect template in seconds
• Boost productivity and quickly go from “blank slate” to getting work done
Automating disclosure and payments reports
Tired of manually sending reports for reconciliation or third-party sharing? You can now also schedule your Disclosure & Payments Reports to be sent automatically in addition to other reports already available for automation. Streamline workflows and get the right data to the right team – automatically.
AI support for contract amendments
Start benefiting from AI on every contract update! Upload your amendments and our AI will highlight key field changes side-by-side with the original contract so you can easily review, accept, or edit.
Roll forward reporting
Easily track account balances over time with clear beginning balances, movements, and ending balances—so you can stay on top of changes and keep records accurate.
Updated Leases Dashboard
Get instant visibility into your lease portfolio – no more manual tracking! New views for everything you need to make faster, smarter decisions are now at your fingertips. Monitor ROUA, liabilities, payments, and upcoming events in one place.
Tickmarks that stick!
Now you can save manual tickmarks now carry over across versions—no need to re-create them each time! A small change that saves big on time.
Advanced search across contracts
Leverage instant search across your contract database, including the ability to filter and save views. Retain control and visibility for audit and ongoing workflow purposes.
Interest rate (IBR) schema management
It’s now easier to manage interest rate schemes across your organization, or different entities and business units within the organization. This includes advanced user controls, access and workflows for different schemas. Smarter financial workflows—made simple.
Configurable roll-forward reporting
Now with new customizable views, flexible filters, and classification options, it’s easier than ever to track lease activity over time. Whether you’re reviewing balances, reconciling changes, or prepping for an audit—you’ve got the insights you need, right at your fingertips.
Visual payment tracking
New color schemes illustrate for the user payment increases (🔴) and decreases (🔵) at a glance, thanks to clear color-coded highlights and alternating row colors for enhanced readability. Available in both Trullion and excel exports, this update helps you surface insights faster and manage budgets smarter.
Lease administration capabilities
Trullion now offers robust lease administration tools, making it an end-to-end solution for lease accounting. Key features include:
- Payment reports
Easily generate lease portfolio payment reports for upload to payment processing systems.
- Vendor management
Simplify vendor management with an automated vendor library fully integrated into the app.
Introducing the new usage dashboard
Gain real-time insights into how your team is using the Audit Suite with our new Usage Dashboard. Access detailed metrics on user activity, track usage trends, and identify your most active users—all from a single, centralized view.
Integrations for effortless workflows
Trullion’s Netsuite and Secure File Transfer Protocol (SFTP) integrations automate journal entry postings and exporting contracts data from Trullion to your desired system of choice.
Improved user management
To improve user management we’ve implemented team spaces and simplified user roles. Enjoy easier management with customizable permissions.
- Implemented team spaces for better control
Organize and cluster workspaces under a single point for better control and visibility
- Simplified user roles
Streamlined by merging “Team Members” and “Guests” into a single category for non-organization users
Human-oriented AI enhancements
At Trullion, we strive to make AI interactions more intuitive and user-centric. Here’s how:
- Guided insights
When data extraction is inconclusive, Trullion will link you to potential document areas for enhanced clarity.
- Multiple annotations for additional context
Users can now view multiple annotations for a field if it relates to more than one area in the document, offering a nuanced, human-like approach to complex data.
- Collaborative accuracy
A feedback system empowers users to refine AI outputs, making it a true partner.
Centralized templates hub
The new ‘Templates Center’ simplifies template sharing and standardization. Categorize templates by client, industry, or team. Share existing templates, propose new ones, and track usage and adoption with built-in analytics.
Advanced extraction in data match
Data Match now features enhanced extraction capabilities. Using updated GenAI technology, you can create custom prompts for precise data retrieval. Instead of relying on predefined rules (e.g., “before” or “after” specific text), request the exact data you need with free-text prompts. The system instantly retrieves the relevant information, simplifying complex data extraction.
That’s a wrap on our Q1 2025 features release—but we’re just getting started. As always, every new feature is built with you in mind: to simplify complexity and drive smarter decision-making.