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Discover the latest feature releases, improvements, and updates to the the Trullion platform.
Mechanical Work Done In Minutes, Documented To PPC Standards
Access all your standards, regulations, and firm methodology in one AI-powered layer so every workflow is grounded in the right guidance.
Get instant answers and find the exact details you need in seconds.
Reconcile Trullion payment data against your AP system to save time and quickly spot discrepancies.
Minimize manual configuration with Smart Start.
No more juggling multiple workflows.
Turn written audit procedures into automated tests in seconds.
Trullion now offers an open API, making it easy to integrate your Trullion data with other systems and workflows.
Mechanical work done in minutes, documented to PPC standards. Now Thomson Reuters customers can use Trullion’s FSV module to instantly verify footing, cross-footing, and consistency within financial statements. Compare versions or prior-year statements in seconds. Every check is backed by audit trails for review of recalculations and rationale.
Access all your standards, regulations, and firm methodology in one AI-powered layer so every workflow is grounded in the right guidance. Stay aligned with the latest authoritative guidance, including US GAAP, IFRS, PCAOB standards, SOX requirements, and other global frameworks. Connect internal guidance and historical work to surface precedents, past conclusions, and drive consistency across engagements.
Reconcile Trullion payment data against your AP system to save time and quickly spot discrepancies. Send payments from the Payments report to Data Match, upload accounts payable payment data, and Trullion will automatically flag matches and mismatches.
Minimize manual configuration with Smart Start. Use Trulli Agents to analyze uploaded files and automatically suggest relevant testing fields, significantly accelerating the initial set up process.
No more juggling multiple workflows. Now you can extract fields, tables, or any combination across one or many PDFs – from a single view. Our AI-driven engine gives you smarter results, faster. Preview, validate, and export clean, structured Excel files with far less manual work.
Turn written audit procedures into automated tests in seconds. Trullion’s AI interprets your procedures and builds the matching logic automatically, so you can complete workpapers faster.
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30 June, 2026
Trullion and Thomson Reuters partner to bring Financial Statement Validation to Guided Assurance
Multiple Adoption Dates
Support M&A activity, multi-entity management, international portfolios, and adoption of new standards or new regions
From Manual Reports to Instant Answers
Ask Trulli for any lease calculation and get an instant answer with a complete audit trail.
Configurable Workflows
Standardize audit execution with reusable Data Match and Extraction templates tailored to firm methodology and testing procedures.
11 May, 2026
Knowledge Room, Ground Workflows in Audit Standards
1 May, 2026
Review Activity Alerts
Stay on top of lease reviews with real-time notifications on contract status changes.
Centralized Lease Portfolios
Get a centralized view of your lease portfolio across multiple standards (IFRS 16, FRS 102, ASC 842).
Grammar and Spell Check in Financial Statement Validation
Deliver polished, client-ready financials with confidence.
Jump-start Extraction with Trulli Agents
17 December, 2025
All new Data Extract
Data Match, now with AI-generated test logic
20 January, 2026
Ask Trulli anything about your contracts
Open API is live
IFRS 16 lessor operating leases
Trullion now supports IFRS 16 lessor operating leases
Accounts payable (AP) payment reconciliation
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.
Recommendations to increase coverage
We’re excited to introduce test adjustment suggestions in Data Match – designed to help auditors maximize coverage with less effort.
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.
Engagement Roll forward with one click
Effortlessly carry forward templates and test logic from prior audits.
Templates center
Accelerate your workflow with ready-to-use templates.
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!
Roll forward reporting
Easily track account balances over time
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!
Advanced search across contracts
Our contracts page filters have been significantly enhanced.
Interest rate (IBR) schema management
Manage interest rate schemes effortlessly across multiple workspaces.
Configurable roll-forward reporting
Introducing the Roll-Forward Report—your new go-to tool for tracking account balances and movements.
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.
Introducing the new usage dashboard
Gain real-time insights into how your team is using the Audit Suite with our new Usage Dashboard.
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.
Improved user management
Team spaces for better control and simplified user roles.
Human-oriented AI enhancements
At Trullion, we strive to make AI interactions more intuitive and user-centric.
Centralized templates hub
The new ‘Templates Center’ simplifies template sharing and standardization.
Advanced extraction in data match
Data Match now features enhanced extraction capabilities.
Stay on top of lease reviews with real-time notifications on contract status changes. Improve accountability, keep workflows moving, and ensure nothing falls through the cracks.
Get a centralized view of your lease portfolio across multiple standards (IFRS 16, FRS 102, ASC 842). Monitor key metrics, ensure compliance, and manage reporting across complex, multi-framework environments.
Deliver polished, client-ready financials with confidence. Reduce manual review time with automated spell and grammar checks.
Trullion now supports IFRS 16 lessor operating leases, helping finance teams manage large lessor portfolios with confidence. Model CPI-linked payments, handle lease modifications, and scale global reporting needs as your lease volume grows.
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.
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.
No more copy-pasting. Upload your workpapers to Trullion, run Data Match, and embed results in one seamless flow. Save hours and reduce errors.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
Trullion now offers robust lease administration tools, making it an end-to-end solution for lease accounting. Key features include:
Easily generate lease portfolio payment reports for upload to payment processing systems.
Simplify vendor management with an automated vendor library fully integrated into the app.
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.
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.
To improve user management we’ve implemented team spaces and simplified user roles. Enjoy easier management with customizable permissions.
Organize and cluster workspaces under a single point for better control and visibility
Streamlined by merging “Team Members” and “Guests” into a single category for non-organization users
At Trullion, we strive to make AI interactions more intuitive and user-centric. Here’s how:
When data extraction is inconclusive, Trullion will link you to potential document areas for enhanced clarity.
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.
A feedback system empowers users to refine AI outputs, making it a true partner.
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.
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.