new-home-mastheadx4

Workflows

Accounting workflows automation backed by Auditable AI

Replace manual handoffs and spreadsheet sprawl with connected workflows run through Trulli: describe the work, and Auditable Agents carry it out across teams, entities, and reporting periods.

 

No Rive file provided
The problem

Manual handoffs slow accounting and audit work down

Accounting work runs on documents, spreadsheets, and handoffs, and every handoff means re-keying and re-checking. There’s a better way: connected workflows, run through Trulli, that carry work from ingestion to validated output with the evidence attached.

Extract data once, at the source

Trullion pulls data from PDFs, contracts, and financial statements and turns it into structured data linked to the original document, so teams don't re-key figures into spreadsheets. Auditable Agents handle extraction, and your team reviews the output.
extract-doc

Keep the trail intact from source to output

Every extracted value, match, and calculation stays linked to its source document and the step that produced it. Reviewers can trace any figure back to the evidence, which helps teams stay audit-ready as work moves between people and across periods.
data-extract-two-screens

Review exceptions as the work happens

Workflows validate and flag exceptions, such as mismatches between a contract and a ledger entry, so reviewers spend time on the items that need judgment. Accountants and auditors review, resolve, and sign off; the workflow keeps the record.
real-time-errors

Accounting workflow automation for accounting and audit teams

For the office of the CFO

Control, consistency, and audit-readiness built in

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

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

  • Internal audit testing. Automate testing, apply documentation standards, and centralize evidence across entities

For Audit Firms

Run highly defensible audits with less 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.

Build on Auditable AI

Workflows grounded in standards,
accelerated by AI

Connected workflows embed your standards and methodology into every step. Auditable Agents do the work, Trulli orchestrates it, and every result is traceable and open to review.

Untitled design (66)

Trulli answers with citations

Trulli understands accounting standards, workflows, and terminology. It answers questions on regulatory and internal guidance, cross-references frameworks, and cites the source for every answer.

  • Instantly query regulatory and internal guidance
  • Cross-reference multiple frameworks
  • Surface relevant citations and supporting rationale
  • Embed standards and guidelines into workflows
Original (5)

Standards and methodology, in one place

Trullion Knowledge brings together accounting and audit standards, regulatory frameworks, your firm’s internal guidance, and historical financial data, so workflows are grounded in sources you trust.

Results from accounting leaders

"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
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

Accounting workflow automation FAQs

What is accounting workflow automation?
Which accounting workflows can Trullion automate?
Does workflow automation replace accountant review?
How do automated workflows stay audit-ready?
Can workflows use our firm's standards and methodology?
What should I look for in accounting workflow automation software?

See Trullion's accounting workflow automation in action