Platform Features

Every module. One ledger.

Triam is one AI-native app for accounting, inventory, personnel, reporting and FP&A (inventory, personnel and FP&A in beta), with Trex, the AI finance copilot, inside it. Alongside it: 1associate for CA firms, and Triam Billing, coming soon.

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Apps live

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Trex actions you approve

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Tally-importer tests

Unified Platform

Everything under one roof

The real power of Triam isn't any single module — it's how they connect. Accounting, Inventory and Personnel post to one ledger; Reporting and FP&A read from it. Zero glue code.

Triam one app · app.triam.in

Accounting

Journals · AP · AR

  • Invoices and bills

    Invoice → AR · Bill → AP

  • Journal entries

    Every entry balances

Inventory

Beta

Receipts · Manufacturing

  • Goods receipt (GRN)

    Dr Inventory · Cr GRNI

  • Manufacturing order

    WIP → Finished goods

Personnel

Beta

Payroll · PF/EPF · TDS

  • Payroll run

    Payroll journal

  • Statutory deductions

    PF/EPF · TDS

post to

One general ledger

Double-entry · GST-native · every module posts here

read by

Reporting

P&L · Balance sheet · Trial balance

GSTR-1 · GSTR-3B · GSTR-2 reports

FP&A

Forecasting

13-week cash projection

Trex reads the ledger and proposes entries — you approve every one.

Triam Billing Coming soon

Outside Triam · its own app, built to integrate with Triam Accounting.

Automatic Data Flow

Invoices post to AR, bills to AP, goods receipts to Inventory and GRNI, payroll runs as journals — all in the same ledger, without exports.

Single Audit Trail

An audit trail of who changed what, and when — kept alongside the ledger it describes.

Unified Reporting

P&L, balance sheet, trial balance and GST reports from one ledger — plus stock, valuation and movement reports from Inventory (beta).

Shared Master Data

Customers, vendors, items, and accounts are defined once and reused across modules. No duplicate data entry.

Trex AI Copilot

The intelligence layer that connects it all

Trex reads your books in context, proposes actions through conversation, and never writes to your books without your approval.

“Reconcile my March bank statement”

Matches imported statement lines to your books, flags discrepancies, proposes adjusting entries

“Which invoices are overdue by 30+ days?”

Lists overdue invoices by customer and offers to draft reminders for your review

“Draft a journal for this month's rent accrual”

Prepares the entry with accounts and amounts, and waits for your approval before posting

Explore Trex in detail
Trex — AI Finance CopilotExample

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

Reads your GL, AP, AR, bank and reports in context

Action-Capable

Drafts invoices, journal entries and POs for your approval

Human-in-the-Loop

Nothing is written to your books until you approve, edit, or decline

Role-Scoped

Reads only what your role in Triam already permits

Real-Time

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

Core Capabilities

What powers the Triam platform

Six foundations under every module — so each one gets smarter, faster, and safer together.

AI-Native Architecture

Triam is built with AI at its core — not bolted on. Document reading, smart categorisation and a conversational copilot, with a human approving every action.

0%Human-approved

Every Trex action waits for your approval before it posts

Unified Data Layer

One double-entry ledger is the single source of truth. Accounting, Inventory and Personnel post into it; Reporting and FP&A read from it.

Illustrative — postings into one ledger

Real-Time Intelligence

Ask Trex to flag duplicate payments and unusual amounts, and project cash 13 weeks ahead. Spot problems before they grow.

Illustrative — trends on request

Conversational Interface

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

Show Q1 cash flow by month

Security Fundamentals

Hosted in India (Bengaluru). Encrypted in transit (TLS) and at rest (provider-managed). Each company's data lives in its own database schema.

Hosted in IndiaTLS in transitPer-tenant schema

Imports & API

Import bank statements (CSV, Excel), migrate from Tally ERP 9 or Tally Prime, bulk-load data from Excel templates, and build on the REST API with tenant API keys.

Bank statements (CSV, Excel)Tally ERP 9 & PrimeExcel templatesREST API

Inside Triam

One app, module by module

Accounting, Inventory, Personnel, Reporting and FP&A (Inventory, Personnel and FP&A in beta) — with Trex across all of them. And alongside Triam, two more apps: 1associate for CA firms, and Triam Billing, coming soon.

AccountingModule of Triam

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 reports (GSTR-1, GSTR-3B) & statutory reporting
Multi-currency invoices, bills & bank accounts
Trex: Conversational reconciliation & reporting
Triam · P&L DashboardExample

Net revenue · FY

₹24,50,000

▲ 18.2% YoY

AR ageing

0–3031–6061–9090+

₹6,84,500 outstanding

Bank rec

327 / 330 matched

GSTR-3B report

Computed from books

InventoryBetaScaler & Growth plans

Inventory and manufacturing, on the same ledger

Goods receipts from a PO, from a bill, or on their own
Every receipt posts automatically: Inventory debited, GRNI credited
Purchase bills matched to receipts; inventory bills clear GRNI
Multiple warehouses with nested locations and capacity tracking
Lot-by-lot stock with batch numbers, serials and expiry dates
Bills of materials with versions, overhead and labour costing
Manufacturing orders that post WIP → finished-goods journals
Stock level, valuation, movement and ABC reports
Triam · Inventory · Goods receiptExample

GRN-0142

Received against PO-0087 · Warehouse 1

2 lines
  • Bearing 62041,200 units
    Batch B-2291Exp 03/2028GST 18%Loc A-03
  • Seal kit SK-12400 units
    Batch B-0877Exp 11/2027GST 18%Loc B-11
posts automatically

General ledger

Dr Inventory₹1,84,000
Cr GRNI₹1,84,000

When bill BL-0718 is matched to this receipt, it clears GRNI.

Personnel

Module of Triam · Beta

  • Payroll with PF/EPF and TDS
  • Employee self-service portal
  • Hiring and performance
Payroll run · gross to netExample
Net payPF/EPFTDS

Reporting

Module of Triam

  • P&L, Balance Sheet and Trial Balance, with drill-down to transactions and xlsx export
  • GSTR-1, GSTR-3B and GSTR-2 reports computed from your books
  • Multi-currency
Trial balanceExample
Debits₹48,20,500
Credits₹48,20,500

FP&A

Module of Triam · Beta

  • Forecasting
  • A 13-week cash projection
Week 113-week cash projection · illustrative13

Alongside Triam

Two more apps in the ecosystem

1associateLive

Practice management and agentic audit

Triam is built for a business running its own finances. 1associate is a different shape: the CA firm runs compliance, engagements, audit and billing, and its clients sign in to the same product to share documents, follow every filing and approve work. Its own app, on 1associate.io.

See 1associate features
Compliance radar for GST, TDS, ITR, ROC & audit
Templated engagements with checklists and SLAs
Client CRM across entities, contacts and obligations
Document vault — the firm requests, the client uploads
Timesheets → WIP → GST-compliant invoices
Client portal: live status, approvals and invoices

Triam BillingComing soon

A collections automation platform for SaaS companies — its own app, built to integrate with Triam Accounting.

Hear when it launches

Why Unified

The fragmented stack vs Triam

Many teams run accounting, stock, payroll and planning in separate tools, and spend month-end gluing them together. Here is what changes when they are modules of one app.

Data sync

Manual exports, CSV uploads and re-keying between tools

Automatic — one ledger keeps every module in sync

Month-end close

Time lost reconciling numbers across systems

No reconciliation between modules — they share one ledger

AI assistance

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

Trex across the ledger — context-aware, human-in-the-loop

Integrations to maintain

A web of brittle connectors that break silently

Zero internal plumbing — the modules are one app

Cost

Separate subscriptions, renewals, and invoices for every tool

One platform, one subscription, published per-tier pricing

Audit trail

Fragmented logs scattered across systems

An audit trail of who changed what, and when

Ready to see the platform in action?

Pick a plan, or get a personalized walkthrough from our team.

Every plan includes Trex and full data export.