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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

Description

Trullion is an AI accounting oversight platform that automates data management, streamlines audits, and ensures accurate reporting across accounting workflows. Trullion leverages the best data infrastructure and AI models into a single source of accounting truth that also offers specialized modules for key accounting roles. Teams in areas like lease accounting, revenue recognition, and auditing can access the platform using a tailored UI while maintaining 100% confidence that their data is accurate and uniform across all relevant stakeholders. Using Trullion, accounting teams automate tedious manual work—reading contracts, recording terms, collecting data for audits, verifying the accuracy of their numbers, and reporting. Trullion reads Excel or PDF-based contracts and converts them into financial workflows that are connected to the data source. AI automatically detects and extracts important data from these agreements, and creates auditable journal entries. Accounting teams and auditors work faster with confidence, finance executives trust the results, and everyone operates from a single source of truth with Trullion.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Breadwinner
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Jira
Microsoft Excel
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Slack
Xero
Zendesk
Zendesk Sell

Integrations

Breadwinner
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Jira
Microsoft Excel
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Slack
Xero
Zendesk
Zendesk Sell

Pricing Details

$15 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Vendor Details

Company Name

Trullion

Founded

2018

Country

United States

Website

trullion.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Lease Accounting

Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

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