AI Integration
- Conversational AI with contextual awareness
- Semantic search over vectorised data
- AI-driven data entry with rule-based logic
- Every step that changes the books waits for your approval
- Access rights management
Multiply your profit with Trivis AI
AI is cheap, AI is ready 24/7 — that's Trivis.
Your Own AI Assistant (MCP)
- Remote MCP server: connect Claude, ChatGPT, or any MCP client
- Over a hundred tools, from reports to invoicing
- Connect via OAuth, or with an API key
- Scopes: read-only, read + write, or raw SQL
- Tools filtered to the intersection of your scope and your role
- Book-changing actions require an admin's approval in Trivis
Purchase Invoices & AI Capture
- Drag in a PDF, a photo, or forward an email
- AI extracts supplier, line items, amounts, and VAT
- OCR for scans and photographed paper
- Expense accounts suggested by semantic matching
- Supplier history: earlier choices are remembered
- Draft → confirmed, with the source document attached to the entry
Financial Management
- Double-entry bookkeeping with a full chart of accounts
- Accounting periods: create, close, lock, reopen
- Fiscal years and quarters
- 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
- Receive incoming e-invoices and supplier emails
- 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
Banking
- Bank connections that sync statements automatically
- Incoming payments matched to invoices
- Statement rows drillable down to the accounts behind them
- Outgoing payment batches as SEPA pain.001 files
- Verification of payee before a batch goes out
- Account balances refreshed on demand
Estonian Reporting & Compliance
- VAT return (KMD) generated from the ledger
- Drill from a KMD line down to the invoices behind it
- Balance sheet and income statement per period
- Annual report with XBRL and XML output
- EMTAK activity codes and revenue by activity
- Mark a return filed; the history stays
Analytics & Cash
- Receivables and payables summaries with ageing
- Overdue invoices at a glance
- Cashflow forecast for the coming period
- Revenue summaries and revenue by activity
- Trial balance and account balances at any moment
- Fixed asset reconciliation
HR & Payroll
- Employee register with employment data
- Absence and leave tracking
- Payroll calculation
- Salaries, national ID codes, and bank details behind a separate permission
- A lookup level that answers who works here without exposing pay
- Reads of regulated personal data are audited
Contacts (CRM)
- Universal contact database shared across all modules
- Sales deals and pipeline tracking
- Logged interactions and full contact history
- Soft-delete / archive semantics
- Dynamic relationship and attribute types
- Auto-fill search
Tasks & Workflow
- Task creation, assignment, and due dates
- Status tracking: open → in progress → done
- Full-text task search
- Complete and archive workflows
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
Documents & Files
- Every uploaded document kept in one place per organisation
- The original stays one click from the entry it became
- Server-side PDF rendering for invoices and reports
- File access gated by role, like every other service
Custom Tables
- Define your own tables for data the standard modules don't cover
- Records created, updated, and searched like any other data
- Reachable from the AI assistant as well as the web app
Platform Foundation
- Multi-tenant SaaS: schema per organisation
- Unified authentication: local login, Google and Apple sign-in, 2FA
- Organisation management and fine-grained roles across fifteen services
- 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
Mobile app
Trivis in your pocket
The same agent as on the web, on the phone that's already in your hand. Photograph a receipt where you got it and it is booked before you're back at the car.
Capture on the spot
Camera, photo library, or any file. The AI reads the supplier, the lines and the VAT, and posts the invoice with the right expense accounts.
Talk to the agent
Give a goal, watch the plan it proposes, approve it before anything touches the books. The same tools as the web app, on a phone screen.
Every document in one gallery
Everything anyone in the organisation has sent in, searchable, with the original always one tap away.
All your clients in one app
Switch between organisations without logging out — an accountant carries every client along.
Try it before you have an account
The first run does one real piece of work with your own document, and keeps it when you sign up.
Sign in your way
Email and password, Google, or Apple, with two-factor authentication.
Free on iOS and Android.
