Reconciliation
Match bank transactions to accounting records and surface exceptions for review.
Features
Accounting workflows built for review.
Treliso organizes the repetitive accounting work around evidence, explanations, and approvals so small businesses can keep moving without losing control.
Core accounting coverage
The first layer is practical bookkeeping work: bank activity, bills, receipts, invoices, and reporting context.
Bills and receipts
Capture supporting documents and keep evidence connected to accounting entries.
Invoices
Track customer invoices, payment context, and follow-up work from one place.
Reports
Understand cash flow, profit, GST readiness, and month-end state without spreadsheet cleanup.
AI workflow layer
Recommendations remain explainable.
Treliso uses AI to prepare accounting work, not to make the accounting trail opaque. Each recommendation is designed to be checked against its source.
Prepared work queues
Classifications, matches, missing details, and review tasks are grouped into clear next actions.
Source-linked review
Documents, bank lines, and prior decisions stay close to the accounting change they support.
Controls and approvals
Owners and advisors can keep high-impact decisions visible before they affect the books.
Team context
Growing teams can separate preparation, review, and approval responsibilities.
Move routine accounting work into a clearer system.
Start from the app, then review the workflows that matter to your business.