[ Trullion Reviews ](https://www.g2.com/products/trullion/reviews) [ Trullion Reviews ](https://www.g2.com/products/trullion/reviews) # 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. Show More ##### ## 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. Show More ##### ## Revenue Optimization (4) 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 Show More ##### ## 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. ERP System Integrates with ERP Systems. Show More ##### ## 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. Show More ##### ## Functionality (16) Lease Audit Identifies potential savings in operations, locate leases to review, and examines lease portfolios. Portfolio Administration Tracks lease inventory within the platform. 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 Show More ##### ## Automation (3) Reporting Automates accountant analysis and journal entry reporting. Lease Data Automate lease clause and data management. Ad hoc Reporting Generate one-off reports that meet information requirements Show More ##### ## Operational (2) Regulatory Compliance Compliant with ASC 842 and/or IFRS 16 guidelines. Accessibility Allows users to track and control activity across cloud dashboard. Show More ##### ## 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 Show More ##### ## 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 Show More ## 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