Trex — your AI finance copilot
The agentic AI inside Triam Accounting. It reads your GL, AP/AR and bank live, prepares work through plain conversation — and never touches your books without your approval.
Writes Without Approval
Real-Time Data
AI Providers
AI by Anthropic and Mistral. Trex never writes to your books without your explicit approval.
Books are reconciled through May. Output tax ₹4,82,500 · ITC ₹3,10,200 · net payable ₹1,72,300. I've drafted the journal entry setting off ITC against output tax for your review.
What Makes Trex Different
Not another chatbot. A finance copilot.
Most AI in finance just answers questions from static data. Trex reads your books in real time, prepares the work, and never writes to your books without your approval.
Context-Aware Across Your Books
Trex doesn't just see one screen. It reads across your ledger in real time — GL, AP, AR, bank, cash flow and reports — and answers from all of it at once.
Action-Capable, Not Just Informational
Trex doesn't just answer questions — it prepares the work. Draft invoices, bills, POs and journal entries, and produce reports. All through conversation, posted only when you approve.
Human-in-the-Loop Verification
Every action Trex proposes is presented for your approval. Nothing is written to your books without it. Approve, edit, or decline any action.
Multi-Step Execution
A single instruction can span several steps. 'Record this vendor bill, post it to AP and show me what falls due this week' — prepared in one conversation, posted when you approve.
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 exactly what you approved — nothing more.
06
Audit log
Who asked, what ran, who approved — recorded in the audit trail.
↺ Context + audit trail feed the next request
See Trex in Action
Three scenarios. One copilot.
Example conversations with illustrative ₹ figures — 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?
Raise a PO to Meridian Bearings for 1,200 units of Bearing 6204 at ₹140, delivery next Friday
Here's the purchase order I've prepared: Vendor: Meridian Bearings Bearing 6204 × 1,200 @ ₹140 = ₹1,68,000 GST 18%: ₹30,240 Total: ₹1,98,240 Expected delivery: next Friday Shall I create it as a draft PO?
Give me a financial health summary for this quarter
Q2 FY2027 — financial health: Cash and working capital • Cash in bank: ₹45,00,000 • Receivables over 30 days: ₹8,75,000 • Payables due this week: ₹3,20,000 Profit and loss • Gross margin: 41.5% • Operating expenses up 6% on last quarter 13-week cash projection • Lowest point: ₹31,40,000, in week 7 Key risk: receivables ageing is trending up. Want me to draft reminders for the oldest invoices?
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 your books in real time. 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 exactly as approved, then confirms.
Trex never writes to your books directly — every change goes through you.
No unauthorized changes. Trex never writes to your books without your explicit approval.
Trust & Guardrails
Agentic, not autonomous.
Trex is powerful because it's constrained. Guardrails aren't a feature flag — they're the architecture.
Verification, built in
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.
Hosted in India, encrypted
Data hosted in Bengaluru, encrypted in transit (TLS) and at rest (provider-managed). AI requests go to the sub-processors listed in our privacy policy.
Capabilities
Everything Trex can do
One copilot inside Triam. Every capability conversation-first, every action human-approved.
Accounting
Orders & documents
Reporting & FP&A
Across your ledger
Trex is included in every Triam plan
Every plan includes monthly AI credits, and you can top up if you need more. Every customer gets the full AI copilot — context-aware, action-capable, human-verified.