Trullion typical implementation process:
Initial requirements assessment: Trullion’s team works with clients to understand accounting workflows, integration needs, and compliance goals.
Solution configuration: The platform is tailored to match company policies, reporting standards, and ERP connections.
Data migration: Financial data, leases, and contracts are imported, using AI-driven extraction for accuracy and efficiency.
Integration setup: APIs and connectors are established for syncing with existing accounting, audit, and ERP systems.
User training: Staff receives onboarding and training to ensure correct usage of automated workflows and AI tools.
User acceptance testing (UAT): The customized solution is tested by client teams to validate configuration, reports, and compliance readiness.
Trullion can be configured and extended to fit specific business needs across audit, lease accounting (ASC 842/IFRS 16), and revenue recognition (ASC 606/IFRS 15), with options to tailor rules, workflows, data ingestion, and integrations to existing stacks.
The Trulli agent can answer and operate against an organization’s custom policies and chosen reporting standards, enabling tailored interpretations and responses for firm-specific accounting positions and scenarios.
Revenue recognition workflows can be set with custom rules aligned to ASC 606/IFRS 15, supporting company-specific recognition policies and disclosures within the platform context.
The platform is positioned as an “extension of your accounting team,” explicitly designed to adapt to unique workflows for controllers, auditors, CFOs, and transformation teams, which implies role-specific configuration and process tailoring across entities.
For audit teams, linked data and formula-driven audit trails support review flows and change tracking that can be aligned to firm methodologies and review levels.
AI-powered contract and document extraction can be tuned around the target data elements your teams prioritize (e.g., lease terms, options, payment streams), feeding real-time schedules, entries, and disclosures with repeatable, configurable data capture patterns.
Built-in data validation and reconciliation capabilities on the product pages emphasize configurable checks to ensure consistency across imported sources and outputs, reducing manual review overhead in bespoke workflows.
Controller-focused capabilities mention converting foreign currencies and tracking asset changes, enabling configuration for multi-currency, multi-entity scenarios common in complex organizations.
These workflows support ongoing updates and re-measurements, aligning to enterprise portfolio needs rather than a fixed single-entity model.
“Unlimited Modifications Support” allows any number of lease modifications with automatic detection, re-analysis, and creation of additional journal entries and disclosures, handling bespoke contract change patterns at scale.
Automated bulk upload supports importing contracts, payment streams, payments, and currencies (including from spreadsheets), enabling rapid onboarding and periodic mass updates as business structures evolve.
Trullion highlights integrations for “effortless workflows,” including data extract, data match, and financial statement validation features that sit within integrated pipelines, enabling tailored end-to-end processes.
A native Suralink integration lets firms import files directly for tests of details, reviews, extraction, and matching, with synced user access controls and customizable notifications—useful for aligning to firm-specific engagement flows and permissions.
Public materials and directories indicate integrations with ERP/accounting and audit data sources (e.g., NetSuite, Validis, Inflo, Suralink), supporting customized data syncs and stack alignment; note that exact integration breadth should be validated in a current product demo.
Trulli is trained on GAAP, IFRS, and audit guidelines and produces source-backed, auditable results, which support firm-level customization through policy context and evidentiary linkbacks in workflows.
The assistant’s ability to retrieve policy guidance and extract insights from your files enables bespoke question-answering and review support aligned to your documentation and engagement style.
The Suralink integration specifically mentions syncing user access controls and restricting client information appropriately across platforms, helping firms mirror their internal roles and segregation-of-duties models when pairing Trullion with adjacent systems.
This alignment across tools supports customized governance models for different teams, clients, and engagement types without duplicative administration.
Third-party listings claim “Third-Party Integrations” and “Configurable Workflow,” indicating extensibility, although one directory asserts “No API,” which should be treated cautiously and verified directly due to possible inaccuracy or version drift; confirm current API/SDK availability with Trullion.
Separate directories and solution profiles state Trullion connects with CRM, billing, ERP, and unstructured sources (spreadsheets, PDFs), reinforcing practical extensibility for custom data pipelines; verify live connectors and supported scopes during evaluation.
Positioning as “enterprise-grade” with scalable infrastructure and ready-to-review reports indicates support for tailored rollouts, entity hierarchies, and phased adoption matching enterprise implementation plans.
Live product tours and customer stories suggest patterns for customizing deployments to organization-specific compliance and operational goals; these should be leveraged to blueprint your target-state workflows.
Tailoring lease workflows to support frequent, complex contract changes with automatic remeasurement and disclosure updates, reducing manual bespoke modeling work.
Configuring audit engagements where PBC documents flow from Suralink into Trullion automatically, with access mapped to firm roles and custom notifications for documentation events.
Exact list of prebuilt integrations, connector scopes, and any available API/SDK should be confirmed in the current demo due to conflicting third-party directory entries and evolving product capabilities.
Trullion provides a broad mix of training, onboarding, and continuous support options designed to help accounting and finance teams deploy and master the platform quickly while maintaining compliance confidence and process efficiency.
Newly onboarded organizations receive direct setup guidance from Trullion’s team of CPA experts, who assist in configuring lease accounting, revenue recognition, and audit features for compliance under ASC 842 and IFRS 16.
Deployment goals typically target full compliance in under 30 days, focusing on optimizing data extraction, building audit trails, and integrating existing ERP systems early in the engagement.
Trullion’s implementation framework includes hands-on configuration for bulk uploads, modification handling, and foreign currency tracking to help firms automate setup at scale.
The platform includes Trulli, an agentic AI assistant that acts as an always-available accounting coach—answering context-based questions about policies, reporting standards, and uploaded documents in real time.
This automation allows new users to learn workflows interactively, reducing manual research and accelerating familiarity with the application.
Trullion offers continuous education through its YouTube channel and webinar library, where accountants can explore demonstrations on IFRS 16 and ASC 842 automation, use-case walkthroughs, and advanced reporting.
Many sessions include lessons for implementing automation in IPO and M&A scenarios, giving teams industry-specific insights for real-world applications.
The Trullion Resource Center hosts articles, whitepapers, standards overviews, and implementation guides designed for both technical and non-technical team members.
These resources include accounting policy templates, case studies, and step-by-step compliance walkthroughs that assist teams in customizing platform features to their environment.
Trullion provides “world-class support” through its dedicated service team available via direct ticketing and contact options on the Trullion website.
Ongoing support is accessible to licensed customers after onboarding and includes troubleshooting, billing assistance, and workflow enhancement guidance.
Customers can attend exclusive webinars and product update sessions led by Trullion representatives and partners, often featuring co-developed case studies (e.g., with RSM and PwC) covering automation best practices.
These collaborative events help teams stay aligned with the latest lease accounting and audit automation techniques and learn optimization strategies from peer organizations.
Trullion’s LinkedIn and YouTube channels facilitate customer engagement, where users can provide feedback in live sessions and receive live tool demonstrations of new dashboards and reporting capabilities.
Trullion implements a suite of enterprise-grade security measures designed to protect sensitive financial, accounting, and personal data processed through its AI-powered platform. These measures span encryption, compliance frameworks, data residency governance, and role-based controls.
Trullion uses industry-standard encryption protocols to protect data in transit and at rest, safeguarding customer information as it moves through the platform and between systems.
Encryption is part of a multilayered security approach combining physical, procedural, and technical controls that ensure data integrity and confidentiality under both U.S. and international standards.
The platform follows strict legal role definitions under global privacy laws: Trullion acts as a data processor for customer data and a data controller for its own user and prospect data.
This division ensures customer organizations retain control of their proprietary data while Trullion processes information strictly based on customer instructions and contractual commitments.
Headquarters and hosting operations are in Israel, a jurisdiction recognized by the European Commission, UK, and Swiss data regulators as providing adequate protection for personal data under GDPR and parallel frameworks.
For data transfers outside these approved regions, Trullion uses Standard Contractual Clauses (SCCs) approved by the European Commission, UK ICO, and Swiss authorities to maintain lawful international data flow.
The privacy framework ensures compliance with major global regulations, including GDPR and CCPA, aligning with the accountability principles of data minimization and user consent management.
Trullion enforces strict access management, wherein only authorized users can access customer-specific content via controlled authentication workflows, account administration privileges, and granular data access rights.
Within enterprise tenants, Account Administrators can manage permissions, monitor activity logs, and govern visibility for audit compliance — ensuring segregation of duties and least-privilege principles.
The company maintains data only for timeframes necessary to fulfill customer relationships, legal obligations, or dispute resolution needs, in alignment with a documented data retention policy.
Determination of retention duration depends on the legal context, recordkeeping requirements, and the potential for litigation risk, promoting responsible data lifecycle governance.
When customers integrate Trullion with other systems (e.g. ERP or audit tools), all personal data exchanged through APIs or connectors is restricted by contractual terms and privacy controls between the respective data controllers.
These mechanisms ensure that only necessary data fields are shared and that cross‑platform synchronization adheres to confidentiality policies.
Trullion’s Trulli agentic AI produces source-linked outputs, ensuring auditability and transparent tracebacks to inputs and supporting documentation, which enhances accountability during compliance reviews.
This transparency mechanism helps reduce data tampering risk and ensures that AI‑generated insights are defensible during audits or financial reviews.
The platform employs secure cloud infrastructure with network isolation, activity logging, and continuous monitoring to detect unusual behavior or unauthorized data access attempts, following best practices for SaaS data protection.
Combined with endpoint monitoring and firewall hardening, Trullion’s environment incorporates multiple defensive layers consistent with zero‑trust architecture principles.
Customers can contact the dedicated privacy team via [email protected] for data inquiries, ensuring direct support for subject access requests and incident response.
Trullion maintains a structured and frequent update schedule, releasing major enhancements on a quarterly basis and pushing more frequent minor updates continuously through its cloud-based infrastructure. The company’s update model emphasizes automation, stability, and transparency for enterprise finance teams.
Trullion issues quarterly release announcements that summarize key feature rollouts, AI improvements, and interface refinements through its official Product Announcements hub.
Each quarterly update typically introduces enhancements across modules like lease accounting (ASC 842, IFRS 16), revenue recognition (ASC 606), and audit workflows, while optimizing data automation and interoperability.
Customers receive advance notice of upcoming enhancements through announcements, webinars, and release notes published in the Trullion Newsroom and resource channels.
Between formal quarterly releases, incremental updates are delivered automatically via Trullion’s SaaS (cloud) environment to ensure continuous performance tuning, bug fixes, and AI refinement without service disruption.
The company integrates agentic AI improvements into the platform as they are tested and validated—ensuring that the Trulli assistant, audit modules, and data extraction tools evolve responsively based on user analytics and compliance standards.
Recent successive releases (May, July, and October 2025) introduced the Trulli AI assistant, expanded integrations (e.g., Suralink, DataSnipper), and the AI-powered Audit Suite—indicating an update cadence of every 2–3 months for significant feature sets.
Updates are deployed using a centralized, cloud-based release pipeline, ensuring that all customers automatically access the latest version without manual upgrades or version conflicts.
For enterprise clients, major changes are staged with controlled rollouts and backward-compatible adjustments, allowing large audit and finance departments to validate the updates before full activation.
This controlled deployment ensures consistent availability across regions and alignment with compliance requirements, including SOC and ISO-related operational standards typical for SaaS financial platforms.
Each new release is accompanied by detailed release notes, update logs, and update webinars that explain changes in AI behavior, new integrations, and reporting enhancements.
Trullion’s policies on data ownership and portability are clearly defined across its Privacy Policy and Terms of Service, ensuring organizations retain full ownership of their financial and accounting data while giving them mechanisms to access, manage, and transfer it securely.
Customer ownership: All data that customers upload to the Trullion platform—including accounting records, contracts, files, and any personal information contained within them—remains the intellectual and legal property of the customer organization. Trullion acts solely as the data processor, managing this information on behalf of the customer, who is the data controller.
Trullion explicitly states that it processes customer data “on behalf and under the instruction of the respective customer,” meaning customers retain full control over how their information is used, accessed, and deleted.
Data processed by Trullion within the platform is limited to performance of contracted services such as lease accounting, audit automation, and compliance reporting and cannot be resold, reprocessed, or reused for unrelated purposes.
The Terms of Service reinforce that all intellectual property and proprietary rights in user-generated content remain with the customer, while platform technology, trademarks, and algorithms belong to Trullion.
Trullion supports the right of data portability as recognized by major global data protection laws including GDPR and CCPA. Customers and users can request access to a structured, commonly used, and machine-readable format of their data.
Requests for data export or portability can be made by emailing [email protected] or through the account administrator (Account Admin). Trullion verifies identity before processing such requests to protect against unauthorized access.
Customers can instruct Trullion to provide all stored customer data or move it to another compatible service provider at any time, reflecting the platform’s policy of data independence and client flexibility.
If the platform is used under corporate account administration, account administrators hold the authority to extract or migrate data on behalf of the organization.
Trullion retains customer data only as long as needed to deliver services or comply with legal obligations (such as audit logs or financial recordkeeping). After termination or deletion requests, data is securely erased following Trullion’s internal retention policy.
The platform includes structured procedures for data erasure, allowing customers to request permanent deletion when information is no longer required for processing or compliance.
After data deletion, Trullion irreversibly removes all personal identifiers, ensuring data cannot be reconstructed or reidentified from system backups.
Data can be exported in standard digital formats through coordinated support or via APIs, depending on the account level and connected integrations (such as ERP, audit management, or reporting systems).
Portability functions cover all categories of personal and business information collected, including required identifiers (names, emails, account data), contractual records, documents, and metadata.
Customers can utilize Trullion’s export mechanisms for regulatory compliance (e.g., SAS 99, ASC 842, IFRS 16) or to integrate reporting across external financial systems.
Trullion’s data governance framework is compliant with GDPR, UK GDPR, CCPA, and Standard Contractual Clauses (SCCs) for lawful international data transfers.
The company ensures geographical compliance through data hosting in the United States, Israel, Europe, and the UK, all regions with recognized or equivalent data protection adequacy.
Trullion’s Terms of Service outline flexible but controlled conditions for account creation, renewal, modification, and cancellation. The agreement covers both individual and enterprise users accessing its AI‑enabled accounting and audit automation platform.
Trullion reserves the right to modify, suspend, or discontinue any part of its services at any time, with or without notice. Continued use of the platform after such updates constitutes acceptance of the new terms.
When substantial changes are made to the Terms or subscription provisions, notice is provided electronically (by email or prominent site posting), becoming effective within 30 days of the notice or posting.
For ongoing subscription clients, renewal follows the current active terms at the time of renewal, and Trullion may adjust pricing or service scope as part of these revisions.
If a user continues to use the platform after updates, such continued use signifies consent to the modified agreement — a standard SaaS renewal condition that supports automatic continuity of service.
Users may delete their account at any time and for any reason directly through the site’s account management interface.
Trullion may suspend or terminate accounts unilaterally if users violate the terms of service, misuse platform functionality, or fail to comply with applicable laws.
Termination by either party results in immediate loss of access to the account and stored data, though certain provisions (such as intellectual property ownership and indemnity clauses) remain legally enforceable even after cancellation.
Upon cancellation, users remain liable for any fees or charges accrued before termination, consistent with standard SaaS billing cycles under limited license terms.
The Terms remain in force as long as the user maintains an active account and continue to apply to any interaction with Trullion’s system or related services.
Trullion’s platform complies with a wide range of financial, security, and data privacy standards, ensuring its suitability for enterprise‑grade accounting, audit, and regulatory environments across multiple jurisdictions. Its compliance model combines international accounting frameworks with recognized data protection certifications to guarantee both reporting accuracy and data integrity.
Trullion natively supports compliance with ASC 842 and IFRS 16, automating lease accounting workflows from contract extraction to disclosure reporting in accordance with both U.S. GAAP and international standards.
The system also ensures ASC 606 and IFRS 15 compliance for automated revenue recognition, enabling users to apply custom business rules while staying aligned with these accounting guidance frameworks.
Its partnership with RSM UK extends support to FRS 102, expanding compliance coverage for organizations reporting under U.K. GAAP.
The automation capabilities enforce audit‑ready trails, ensuring data accuracy, linked formulas, and consistent calculations, simplifying external audit validation.
Trullion is SOC1 and SOC2 compliant, verified by KPMG, confirming that its systems meet the stringent controls for security, availability, and processing integrity required for financial reporting and third‑party audits.
Its SOC compliance ensures detailed control evaluation across Trust Service Criteria—security, availability, confidentiality, and privacy—protecting financial and personal information throughout processing cycles.
The platform aligns with ISO27001 principles, integrating risk management, access control, and audit logging consistent with international information security standards typically validated under this certification class.
Trullion adheres to data protection frameworks such as the GDPR (EU), UK GDPR, and the California Consumer Privacy Act (CCPA) for lawful personal data collection, handling, and storage.
The company’s data processing structure distinguishes its roles as both a data controller (for user and prospect data) and a data processor (for customer data), enabling compliant handling of personally identifiable information on behalf of clients.
Data transfers between jurisdictions are governed through Standard Contractual Clauses (SCCs) and regional adequacy decisions in Israel—recognized by the EU, UK, and Switzerland for providing adequate data protection.
Trullion’s agentic AI assistant, Trulli, is designed under principles of audit transparency, generating source‑linked outputs to help accounting teams verify each AI conclusion against supporting documents, facilitating compliance verification during financial audits.
The AI operates within supervised boundaries aligned with internal control standards, ensuring traceable interaction logs that auditors and compliance teams can review without compromising data confidentiality.
Trullion’s compliance program is anchored in continuous alignment with privacy frameworks and accounting authorities, supported by real‑time compliance updates built into its lease and revenue modules to handle evolving standards (such as FRS 102 amendments due in 2026).
Trullion
بواسطة Trullion Inc
