AI Coworker for Finance
AI coworker for finance handles the repetitive side of financial operations. Draft reports from your data, answer policy questions instantly, and track approvals without manual follow-ups.
AI Built for Finance Workflows
Automate the routine so your team focuses on analysis.
Automated Report Drafting
AI coworker for finance compiles data from your documents and conversations to draft expense summaries, budget updates, and financial overviews. Review and refine instead of building from scratch.
Instant Policy and Process Answers
Team members ask financial policy questions in chat and get answers sourced from your finance documentation. No more repeated emails about expense limits or approval processes.
Approval and Task Tracking
Route purchase requests, expense approvals, and budget reviews through task boards. AI tracks what needs attention and sends reminders for pending approvals.
Why Finance Teams Choose Trilo
Practical benefits for financial operations.
Faster Close Cycles
AI-drafted reports and automated data compilation reduce time spent on routine reporting.
Controlled Access
Granular permissions ensure sensitive financial data is only visible to authorized team members.
Fewer Repetitive Queries
AI answers common finance questions from your policy docs, freeing your team for higher-value analysis.
Common Questions
What finance teams ask about AI coworkers.
Finance teams handle repetitive reporting, policy queries, and approval tracking. An AI coworker drafts reports from your data, answers policy questions from documentation, and tracks approval workflows so your team focuses on analysis and strategy.
All data is encrypted in transit and at rest. Role-based permissions control who sees financial documents. AI coworkers only access information in channels and documents you explicitly grant them.
No. Trilo is a collaboration platform, not accounting software. The AI coworker helps with communication, documentation, and coordination around financial processes. It works alongside your existing accounting tools.
AI coworkers can compile expense summaries, budget variance reports, time tracking overviews, and project cost breakdowns from data in your workspace. Reports are drafts for your team to review and finalize.
Flat pricing means predictable costs regardless of team size. No per-seat calculations when budgeting. Add team members or cross-functional collaborators without impacting your subscription cost.
Streamline your finance operations
Let AI handle reports and queries. Focus on the numbers that matter.