01
Reconcile faster
Match bank activity to invoices, bills, receipts, and ledger rules while keeping edge cases visible.
Business accounting software that keeps the books moving.
Treliso reconciles transactions, organizes bills and receipts, and gives owners, bookkeepers, and advisors one reviewable flow for daily accounting work.
Month-end workspace
May books
$84,230
Operating cash
16 items need review
Revenue Expenses Cash
Stripe payout
Matched to INV-1028
$12,480
Office lease
Recurring bill found
-$4,200
Auckland Supplies
Receipt attached
-$640
128
transactions prepared
16
items need judgment
7
exceptions surfaced
1
clean operating view
Accounting work moves from scattered tasks to one reviewable system.
02
Keep proof attached
Every suggested entry can point back to a receipt, bill, email, invoice, or bank transaction.
03
Explain movement
See which invoices, bills, transfers, and tax provisions are changing your cash position.
04
Approve with context
Owners and advisors stay in control with clear queues, roles, and an audit trail.
The routine work gets prepared before anyone opens the ledger.
Transactions are grouped, matched, and explained so the team spends time on the decisions that matter instead of hunting for context.
Rule suggestions learn from prior approvals without hiding the reasoning.
Missing receipts, invoices, and supplier details are pulled into the same queue.
Daily review keeps month-end from becoming a scramble.
Review queue
Source-backed entries
128
Transactions matched
Evidence attached to every suggestion
Revenue Expenses Cash
Receipt OCR
GST extracted
Ready
Bill approval
Limit check passed
Ready
Bank fee
Rule suggested
Review
Make every transaction do more, without adding manual steps.
The Mercury-inspired interaction pattern becomes an accounting workflow showcase: tabs advance automatically, progress is visible, and each panel explains a core business process.
93%
Matched automatically
Turn bank activity into a short review queue.
Treliso matches payments, suggests ledger treatment, and keeps edge cases visible for approval.
- Bank feeds grouped by supplier and customer
- Receipt and invoice evidence attached
- Exceptions separated from routine work
Reconcile workspace
LiveBank feeds grouped by supplier and customer
Prepared for review with source context
Receipt and invoice evidence attached
Prepared for review with source context
Exceptions separated from routine work
Prepared for review with source context
Owners get the operating picture before they ask for it.
Treliso connects invoices, scheduled bills, reserves, and bank balances into a cash view that is easy to scan and simple to challenge.
Forecasts show what changed since the last review.
Tax and GST provisions stay separate from spendable cash.
Advisors can leave notes on unusual movements for the owner.
Cash view
Next 30 days
$41,900
Projected closing balance
Cash movement explained by invoices and bills
Revenue Expenses Cash
Invoices due
Expected receipts
$32,600
Bills scheduled
Approved payments
-$14,900
GST provision
Tagged reserve
-$7,100
Room for owners, bookkeepers, and advisors.
Give the right people access to the right accounting work, then keep the approval trail readable when records change.
Custom review roles
Separate owner approval, bookkeeping prep, and advisor review without duplicating tools.
Decision history
Track who approved a rule, changed an account, or cleared an exception.
Evidence requests
Ask for missing receipts or context from the same queue that needs it.
Approval limits
Keep higher-risk supplier, payment, and ledger changes gated behind review.
All yours in one accounting subscription.
Start with the workflows most small businesses need, then add more volume and review controls as the operation grows.
Bank reconciliation workflow
Included
Bills, receipts, and supplier records
Included
Invoice tracking and payment matching
Included
Cash-flow explanations
Included
GST-ready review queues
Included
Source-linked audit trail
Included
Multi-user approvals
Included
Advisor-friendly exports
Included
Exception monitoring
Higher plans
Priority onboarding options
Higher plans
“Treliso gives us the calm version of month-end: every question already has the transaction, source document, and recommendation beside it.”
Questions small businesses ask before changing accounting workflows.
What does Treliso do? +
Treliso helps small businesses reconcile bank transactions, organize bills and receipts, track invoices, prepare accounting review work, and understand cash flow with AI-assisted workflows.
Does Treliso replace my accountant? +
No. Treliso is designed to reduce routine bookkeeping work and keep records clearer, while accountants and business owners stay in control of important decisions.
Can Treliso change accounting records automatically? +
Treliso is built around review, approval, and traceability. The system can prepare work and explain recommendations, while higher-impact changes remain visible for approval.
Who is Treliso for? +
Treliso is for sole traders, companies of one, and small teams that want cleaner accounting operations without managing spreadsheets or disconnected workflows.
Where do signup and login links go? +
Marketing pages link to the product app on app.treliso.com, where customers can create an account or sign in.
Give your accounting work a cleaner operating system.
Create a workspace, connect sample data, and see how daily bookkeeping, cash visibility, and review controls work together.