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§ Private Profile · New York City, NY, USA
Trullion is a technology company.
Trullion delivers an AI-powered platform automating financial workflows for accounting and audit teams. It transforms unstructured documents, like PDFs, into structured, auditable insights. Leveraging agentic AI, specialized workflows, and a comprehensive knowledge layer, the platform streamlines operations including lease accounting, internal audit, and financial statement validation, boosting efficiency.
Founded in 2019 by Isaac Heller, Trullion originated from the accounting industry's struggle with manual inefficiencies and complex standards. Heller, blending Big Four expertise with advanced AI, aimed to automate repetitive tasks. This enables professionals to shift from administrative burden to strategic analysis, enhancing accuracy and professional value across the finance function.
Trullion serves corporate accounting departments, internal and external audit teams, CFOs, and financial controllers. Its vision is to foster a more accountable future through continually evolving accounting software. The company empowers professionals to move beyond routine tasks, dedicating their expertise to high-value strategic work and informed judgment within their organizations.
Trullion has raised $33.0M across 3 funding rounds.
Trullion has raised $33.0M in total across 3 funding rounds.
Trullion is an AI-powered accounting platform that automates financial workflows—particularly lease accounting, revenue recognition, and audit processes—for finance, accounting, and audit teams using extraction, validation, reconciliation and generative-AI features to produce audit-ready records and insights[5][1]. Trullion was founded in 2019 (often listed as 2019–2020 in profiles), is headquartered in New York with offices in Tel Aviv and London, and is backed by investors including Aleph, Third Point Ventures, Greycroft and StepStone Group[2][3][6].
High‑Level Overview
Origin Story
Core Differentiators
Role in the Broader Tech Landscape
Quick Take & Future Outlook
Quick take: Trullion is a domain‑focused AI accounting company that combines document automation, accounting rule engines, and auditable generative AI to address real, regulated needs in finance and audit—positioning it to scale as organizations prioritize compliant automation and shorter audit cycles[5][1][6].
Trullion has raised $33.0M across 3 funding rounds. Most recently, it raised $15.0M Series A Extension in April 2023.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Apr 19, 2023 | $15M Series A Plus | John Avirett, Third Point Ventures | Artie Minson, Aleph, Greycroft, David Oppenheimer | Announced |
| Feb 1, 2022 | $15M Series A | Aleph VC, Third Point Ventures | Accel, Bain Capital Ventures, Bessemer Venture Partners, Coatue, Company Capital, Corner Ventures, General Catalyst, Intuit Ventures, Next47, SOSV, Uncorrelated Ventures, Venture Guides, Julia Kagan, Artie Minson, Guzel Lumpkin, Jody Padar, Robert Mylod JR., Greycroft, Verissimo Ventures | Announced |
| Mar 1, 2021 | $3M Seed | — | Accel, Aleph VC, Bessemer Venture Partners, Coatue, Company Capital, Corner Ventures, General Catalyst, Intuit Ventures, SOSV, Julia Kagan | Announced |
Trullion has raised $33.0M in total across 3 funding rounds.
Trullion's investors include John Avirett, Third Point Ventures, Artie Minson, Aleph, Greycroft, David Oppenheimer, Aleph VC, Accel, Bain Capital Ventures, Bessemer Venture Partners, Coatue, Company Capital.