Triam
Platform Features

The complete, unified FinOps platform

One AI-native platform for accounting, inventory & manufacturing, and SaaS billing — connected by Trex, the agentic AI finance copilot.

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AI accuracy

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Businesses

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Transactions

Unified Platform

Everything under one roof

The real power of Triam isn't any single product — it's how they all connect. Three products, one ledger, zero glue code.

Triam Accounting

GL · AP/AR · Compliance

Triam Inventory

Inventory · Manufacturing

Triam Billing

Billing · Subscriptions

One Unified Ledger

Every transaction, from every product, in one place

Real-time reports
Zero reconciliation
Single source of truth
Trex watches every layer in real time

Automatic Data Flow

Inventory movements auto-post to your GL. Subscription revenue auto-posts to AR. Purchase orders auto-create AP entries.

Single Audit Trail

Every transaction, across every product, is tracked in one unified audit log. Full traceability from receipt to statement.

Unified Reporting

Pull reports that span products — inventory valuation alongside cash flow, subscription metrics alongside P&L.

Shared Master Data

Customers, vendors, items, and accounts are defined once and shared across all products. No duplicate data entry.

Trex AI Copilot

The intelligence layer that connects it all

Trex sees all your data in real time, executes actions through conversation, and always verifies with you before acting.

“Reconcile my March bank statement”

Matches 327 transactions, flags 3 discrepancies, proposes adjusting entries

“What SKUs need reordering?”

Checks stock across warehouses, identifies 5 low items, offers to generate POs

“Show my MRR trend and at-risk customers”

Pulls subscription data, computes trends, flags 3 customers with churn signals

Explore Trex in detail
Trex — AI Finance CopilotLive data

Reconcile my March bank statement

Matched 327 transactions against your GL. 3 discrepancies need attention — here are my proposed adjusting entries.

Proposed action · 3 adjusting entries

Bank charges — unrecorded₹1,250
Duplicate UPI entry — reversal₹18,400
Interest credit — unposted₹3,075

Human-in-the-loop: Trex never writes to your books without your approval.

Context-Aware

Sees GL, AP, AR, inventory, subscriptions — all in real time

Action-Capable

Creates invoices, posts entries, generates POs, sends reminders

Human-in-the-Loop

Every action verified by you. Approve, edit, or decline

Cross-Product

One instruction spans accounting, inventory, and billing seamlessly

Real-Time

No stale data. Every query hits live data — always current

Core Capabilities

What powers the Triam platform

Six foundations, shared by every product — so each module gets smarter, faster, and safer together.

AI-Native Architecture

Every Triam product is built with AI at its core — not bolted on. NLP, smart categorization, and predictive intelligence in every layer.

0.0%AI accuracy

Across 10M+ transactions processed

Unified Data Layer

All products share a single source of truth. Inventory, billing, and accounting data stay in sync automatically.

Cross-module postings — synced live

Real-Time Intelligence

AI-powered insights, anomaly detection, and predictive forecasting across all modules. Spot trends before they become problems.

Trends surfaced as they happen

Conversational Interface

Manage your entire financial stack through natural conversation. Ask questions, create entries, generate reports.

Show Q1 cash flow by entity

Enterprise Security

SOC 2 Type II compliant, AES-256 encryption at rest, TLS 1.3 in transit. Enterprise-grade data protection.

SOC 2 Type IIAES-256TLS 1.3

Seamless Integrations

Connect with banks, payment gateways, HRMS platforms, e-commerce systems, and more. REST API for custom integrations.

BanksPayment gatewaysHRMS platformsE-commerceREST API

By Product

Deep dive by product

Each product is best-in-class on its own. Together, they compound.

Triam Accounting

Accounting Reimagined with AI — Powered by Trex

AI-powered bookkeeping & journal entries
Accounts Payable & Receivable automation
General Ledger with real-time double-entry
Bank reconciliation & cash flow management
GST compliance & statutory reporting
Multi-entity & multi-currency support
Trex: Conversational reconciliation & reporting
Triam Accounting · P&L Dashboard

Net revenue · FY

₹24,50,000

▲ 18.2% YoY

AR ageing

0–3031–6061–9090+

₹6,84,500 outstanding

Bank rec

327 / 330 auto-matched

GST returns

Ready to file

Triam InventoryComing soon

Inventory & Manufacturing Reimagined with AI — Powered by Trex

Autonomous reorder point management
AI-powered demand forecasting
Multi-warehouse tracking & transfers
Batch & serial number management
Inventory valuation (FIFO, LIFO, weighted avg)
Auto-posting to COGS in Triam Accounting
Trex: Conversational stock queries & PO generation
Triam Inventory · Stock Overview

Stock value

₹38,20,000

4 warehouses
SKU-2041 · Bearings4,800 units
SKU-1188 · Housings2,150 units
SKU-0973 · Shafts1,020 units
SKU-3307 · SealsLow180 units

5 SKUs below reorder point. Trex has drafted 5 purchase orders for your approval.

Triam BillingComing soon

SaaS Billing Reimagined with AI — Powered by Trex

Flexible plan & subscription management
Usage-based & hybrid billing models
Predictive churn scoring & prevention
Dunning automation & payment recovery
Revenue recognition (ASC 606 / Ind AS 115)
MRR, ARR, LTV & cohort analytics
Trex: Conversational analytics & churn alerts
Triam Billing · Revenue Health

MRR

₹18,20,000

▲ 6.4% MoM

3 at-risk accounts flagged by Trex — outreach drafted

Dunning recovered ₹1,12,000 this month

Why Unified

The fragmented stack vs Triam

Most finance teams run five disconnected tools and spend their month gluing them together. Here is what changes.

Data sync

Manual exports, CSV uploads and re-keying between tools

Automatic — one ledger keeps every module in sync

Month-end close

Weeks lost reconciling numbers across systems

Days — zero reconciliation between modules

AI assistance

None, or a different bolted-on chatbot in every tool

Trex in every module — context-aware, human-in-the-loop

Integrations to maintain

A web of brittle connectors that break silently

Zero internal plumbing — the products are natively connected

Cost

Separate subscriptions, renewals, and invoices for every tool

One platform — the bundle saves 20%+

Audit trail

Fragmented logs scattered across systems

One unified audit trail, from receipt to statement

Ready to see the platform in action?

Pick a plan, or get a personalized walkthrough from our team — backed by a 30-day free trial.

Start free — every plan includes a 30-day trial.