AI Integration
- Conversational AI with contextual awareness
- Semantic search over vectorised data
- AI-driven data entry with rule-based logic
- Access rights management
Accounting that understands instructions.
Upload a document, send an email, or describe the result you want. Trivis finds the right accounts, applies the right tax rates, and posts the necessary entries automatically.
Purchase Invoice Import
Use AI to import purchase invoices with line items and correct taxes — just mark the cost centre.
Chart of Accounts
Double-entry bookkeeping with a full chart of accounts — balances and turnovers calculated precisely for each period.
Audit Logs
Blockchain-inspired technology ensures tamper-proof audit trails — every change is cryptographically linked to the previous one.
Contracts
Full contract lifecycle from draft to termination, with immutable version history and billing rule definitions.
Dimensions
Flexible reporting dimensions — define your own dimension types and values for custom business analytics.
Bank Statement Import
Import bank statements automatically and link incoming payments to invoices and customers in seconds.
Payment Automation
Automatic payment matching and two-phase ledger posting — manual reconciliation becomes a thing of the past.
Product Prices
Version-controlled pricing with validity windows — always the right price, applied automatically.
Cost Price
Product cost price and its validity period.
One platform for everything
Everything market leaders promised but never delivered. Built from scratch for the age of AI.
Financial Management
- Double-entry bookkeeping with a full chart of accounts
- Accounting periods — create, close, lock, reopen
- Turnover and balance calculated per period
- Multi-currency support (EUR, USD, extensible)
- Immutable audit trail — posted entries cannot be modified
Reporting Dimensions
- Custom dimension types — project, cost centre, region, etc.
- Dimension values with validity periods (active from / to)
- Tagging on ledger entries, sales and purchase invoice lines
- Activate and deactivate dimensions as needed
Billing & Documents
- Sales invoices — draft → confirmed → cancelled / credited
- Quotes, delivery notes, and credit notes
- Auto-numbering with atomic assignment
- Line-level tax calculation with net and gross totals
- Auto-posting to the ledger on confirmation
- Contact auto-fill from CRM
Invoice Delivery
- Send invoices by email as PDF attachments
- Send e-invoices directly B2B via registry code
- Delivery history with status, attempts, and errors
- Edit recipient email directly in the invoice view
- Token quota controls sending volume — top up as needed
Payments
- Record incoming and outgoing payments
- Stripe webhook integration
- Partial payment and prepayment allocation
- Unallocated cash tracking
- Two-phase ledger posting
Contacts (CRM)
- Universal contact database shared across all modules
- Soft-delete / archive semantics
- Dynamic relationship and attribute types
- Auto-fill search
Contracts
- Full lifecycle — draft → active → suspended → terminated
- Immutable version history on status transitions
- Party relationships and billing rule definitions
- Templates and legal clauses
- Semantic search throughout
Recurring Billing
- Contract-to-invoice automation
- Billing schedule management — pause, resume, reset
- Quarterly, monthly, weekly, or daily billing
- Queue tracking for pending jobs
Product Catalogue
- Physical goods, digital services, services
- Fixed, per-unit, tiered, volume, and flat pricing
- Price versioning with validity windows
- Bundles, variants, and COGS tracking
- Tax category mapping and semantic search
Fixed Asset Accounting
- Asset register with serial and barcode numbers
- Straight-line depreciation with automatic period proration
- Batch depreciation runs for the entire organisation at once
- Asset write-off with automatic ledger entry
- Depreciation history per period — accumulated depreciation and book value
- Auto-trigger depreciation on accounting period close
Platform Foundation
- Multi-tenant SaaS — schema per organisation
- Unified authentication — local login + Google OAuth2
- Organisation management and role-based access
- Package subscriptions — free / standard / premium
Audit & Compliance
- Immutable audit log — all changes tracked
- Blockchain-style audit — tamper-evident chain
- Decimal arithmetic throughout — no silent rounding
Settings & Reference Data
- Bank and IBAN management
- Employee data, locations, and projects
- Organisation profile settings
Security
- Multi-tenant schema and database-level isolation
- End-to-end encryption for all security keys
- Scalable, pod-level processing and workload isolation