Trullion Features
Revenue Recognition (4)
Reclassification
Revenue can be reclassified from one category to another, such as from deferred to earned
Compliance
Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Revenue Performance (6)
Customer Performance
Track revenue performance by customer, customer groups, or demographics
Contract Performance
Monitor revenues per contract, contract types, or groups of contracts
Revenue KPIs
Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth
Pricing & Discounting
Analyse the impact of special pricing and discounts on revenue
Offering
Track the performance of bundles, special offers, and other sales incentives
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Revenue Optimization (5)
Forecasting
Create forecasts to estimate future revenues
Promotion Programs
Ability to define promotions to increase revenues
Pricing Optimization
Adjust prices to attract more customers and to improve revenues
Re-evaluation
Revenue optimization activities can be evaluated on a regular basis
Demand Forecasting
Forecast customer demand using historical insights and simulations
Integration (4)
ERP and Accounting
Standard integration with accounting and ERP software
APIs
Out of the box APIs to integrate with any type of software
Accrual Accounting
Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.
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ERP System
Integrates with ERP Systems.
Audit (4)
Automation
Automates the review of multiple types of financial transactions such as invoices, expenses, and contracts.
Risk
Determine potential financial risks such as fraud and price violations.
Compliance
Align with internal policies and financial regulations to ensure compliance.
Globalization
Analyze financial transactions and documents in multiple languages and currencies.
Functionality (16)
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Lease Audit
Identifies potential savings in operations, locate leases to review, and examines lease portfolios.
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Portfolio Administration
Tracks lease inventory within the platform.
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Critical Date Alarms
Sends user notification of critical dates.
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Contract/License Management
Track, store, and access client contracts or licenses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contact Management
Manage, organize, and store contact information
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Automation (4)
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Reporting
Automates accountant analysis and journal entry reporting.
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Lease Data
Automate lease clause and data management.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Real-Time Reporting
Active reporting of data and metrics
Operational (2)
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Regulatory Compliance
Compliant with ASC 842 and/or IFRS 16 guidelines.
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Accessibility
Allows users to track and control activity across cloud dashboard.
Agentic AI - Lease Accounting (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Forecasting
Form predictions based on past and present data/trends
Budgeting/Forecasting
Create budgets based on historical data and future projections
Additional Functionality (89)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Amortization Schedule
Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
Dashboard Creation
Creation and customization of dashboards
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Equipment Leases
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Payment Tracking
Track sent and received payments, invoices, and bills.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Escalation
System alerts about the need to escalate an issue or request
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Currency Conversion
Change one currency to another based on real-time rates/values
Configurable Workflow
Configure existing workflows to meet your organization's needs
General Ledger
Centralized accounting record which tracks all financial transactions
Multi-Currency
Manage and handle various international currencies
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Multiple Data Sources
Allows users to manage data from a number of sources
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Billing Rate Management
Setting up the amount/charge for per hour of work by a company or professional
KPI Monitoring
Tracking the status of previously identified performance measurements
Inventory Control
Monitor product stock levels
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Inventory Management
Track and manage inventory levels to maintain proper supply
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Status Tracking
Track the status over time for a request, process, asset, or transaction
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Electronic Payments
Electronically collect payments for goods or services
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Real-Time Updates
Receive system updates as soon as any changes are made
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
For Airlines
Created for use in the aviation and air transportation industry
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Currency
Manage and handle various international currencies
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sales Reports
Reports specific to sales analysis for trends and strategies
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Quotes/Estimates
Generate quotes or estimates for customers
Third-Party Integration
Addition of necessary external data, applications, tools, or features
For Hospitality Industry
To be used by the hospitality industry
Competitive Analysis
Evaluating strengths and weaknesses of companies with the same target audience
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Historical Trend Analysis
Review data from past periods to reveal recurring tendencies
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customer Management
Store and organize information about customers and previous interactions
Yield Management
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Price and Cost Calculations
Calculate rule-based prices for a product/service
Financial Reporting
Generate reports to assess the financial performance of an organization
Contract/License Management
Track, store, and access client contracts or licenses
Customizable Rules
Rules followed by the software/AI can be configured by users to suit their specific needs
Transaction Monitoring
Monitor or audit historical and current transactions to analyze customer account activities
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Workflow Management
Create, design and manage workflows for repetitive tasks
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Expense Tracking
Monitor and record expenses such as purchases or charges incurred


