Trex — your AI finance copilot
The agentic AI inside every Triam product. It sees your GL, AP/AR, inventory and subscriptions live, executes work through plain conversation — and never touches your books without your approval.
Products Connected
Real-Time Data
Hallucination Risk*
*Human-in-the-loop verification on all executable actions
Yes — books are reconciled through May. Output tax ₹4,82,500 · ITC ₹3,10,200 · net payable ₹1,72,300. I've drafted the filing summary for your review.
What Makes Trex Different
Not another chatbot. A finance copilot.
Most AI in finance just answers questions from static data. Trex sees everything in real time, acts on your behalf, and always asks before executing.
Context-Aware Across All Products
Trex doesn't just see one module. It has real-time visibility into your entire financial stack — GL, AP, AR, inventory levels, subscription metrics, cash flow, and more.
Action-Capable, Not Just Informational
Trex doesn't just answer questions — it executes. Create invoices, send reminders, generate POs, post journal entries, produce reports. All through conversation.
Human-in-the-Loop Verification
Every action Trex proposes is presented for your approval. No hallucination risk. No unauthorized changes. Approve, edit, or decline any action.
Cross-Tool Execution
A single instruction can span accounting, inventory, and billing. 'Reorder 500 units, create PO, post to AP, send vendor confirmation' — done in one conversation.
Real-Time Data, Always
No stale reports. No batch jobs. Trex queries live data every time. Your cash position is as of right now — not yesterday's close.
The Agentic Loop
Six steps. One of them is you.
Trex runs a full agentic cycle on every request — and the cycle has a hard gate. Step four is a human, not a model. Nothing executes until you say so.
01
Understand
Parses your request with full, live ledger context.
02
Plan
Breaks the job into concrete, auditable steps.
03
Propose
Drafts the exact action — every field visible before anything happens.
04
Human approves
You approve, edit, or decline. Nothing moves without you.
05
Execute
Posts, sends, files — exactly as approved, nothing more.
06
Audit log
Who asked, what ran, who approved — recorded permanently.
↺ Context + audit trail feed the next request
See Trex in Action
Three scenarios. One copilot.
Real conversations with live ₹ data — and an approval chip at the end of every proposed action, because Trex always asks first.
Reconcile my HDFC bank statement for March 2026
Analyzing 342 transactions from HDFC statement against your books... Matched: 327 transactions (₹48,50,000) Unmatched in bank: 12 transactions (₹2,15,000) Unmatched in books: 3 transactions (₹85,000) I've identified 3 discrepancies that need attention. Shall I show the details and propose adjusting entries?
Yes, show me and post the adjustments
Here are the 3 adjustments: 1. Bank charge ₹5,000 → Debit: Bank Charges, Credit: HDFC Bank 2. Interest income ₹12,500 → Debit: HDFC Bank, Credit: Interest Income 3. Duplicate payment ₹67,500 → Flag for vendor follow-up Shall I post entries 1 & 2 and create a vendor ticket for #3?
What's our stock position on top 10 SKUs by revenue?
Here are your top 10 SKUs ranked by last 90-day revenue:
2 SKUs are below reorder point. SKU-4421 has only 8 days of inventory. Shall I generate POs for both and post to Accounts Payable?
Give me a full financial health summary for this quarter
Q1 FY2027 Financial Health — pulling data across all products: 📊 Revenue & Billing (Triam Billing) • MRR: ₹18,50,000 (+12% QoQ) • Net Revenue Retention: 108% • 3 customers flagged at-risk 📦 Inventory (Triam Inventory) • Total Valuation: ₹1.2 Cr • Turnover Ratio: 6.2x (healthy) • 5 SKUs need reorder 💰 Accounting (Triam) • Cash: ₹45,00,000 • AR Aging > 30 days: ₹8,75,000 • AP Due this week: ₹3,20,000 • Gross Margin: 68.5% Overall health: Strong. Key risk: AR aging is trending up. Want me to drill into any area?
Human-in-the-Loop
You're always in control
Every proposal arrives with three buttons: approve, edit, decline. The flow is built so the model can think — but only you can act.
You Ask
Type a request in natural language. Trex understands context, intent, and nuance.
Trex Processes
Queries real-time data across all connected products. Analyzes, computes, and prepares.
Trex Proposes
Presents the action with full details — what it will do and why.
You Verify
Review the proposal. Approve as-is, edit parameters, or decline.
Trex Executes
Only after your approval. Posts entries, sends emails, then confirms.
Trex never writes to your books directly — every change goes through you.
No unauthorized changes. Trex never acts without your explicit permission on irreversible actions.
Trust & Guardrails
Agentic, not autonomous.
Trex is powerful because it's constrained. Guardrails aren't a feature flag — they're the architecture.
Verification, by the numbers
Every executable action passes through a human. That's the whole point.
Guardrails built in
RBAC-scoped reads
Trex only sees what your role already permits. No privilege escalation, ever.
No direct database writes
Every change is a proposal routed through Triam's own forms — and through you.
Full audit trail
Who asked, what was proposed, who approved, what executed. Recorded and queryable.
Enterprise-grade security
AES-256 encryption and SOC 2-aligned controls — the same standard as the rest of Triam.
Capabilities
Everything Trex can do
One copilot across accounting, inventory and billing — every capability conversation-first, every action human-approved.
Accounting
Inventory
SaaS Billing
Cross-Product
Trex is included in every Triam plan
No add-on fees. No premium tier. Every customer gets the full AI copilot — context-aware, action-capable, human-verified.