How to Use Trullion

Getting started with Trullion

In this guide, you will learn how to set up Trullion and use it to automate accounting compliance and revenue recognition. By the end, you'll be able to extract and validate data from contracts and manage lease accounting efficiently.

Step 1: Sign up and set up

1. Go to trullion.com.
2. Click on the "Get Started" button located on the homepage.
3. Fill in your details to create an account. You may need to provide your email and create a password.
4. Confirm your email address by clicking the link in the verification email.
5. Once logged in, follow the onboarding prompts to set up your profile and preferences.

Step 2: Your first contract extraction

1. After logging in, navigate to the "Documents" tab in the left-hand menu.
2. Click on the "Upload Document" button.
3. Select a contract or financial document from your device and upload it.
4. Once uploaded, click on the document to open it.
5. Trullion will automatically extract data. Review the extracted fields on the right panel.
6. If any data needs editing, click on the field and make the necessary changes.
7. Save your changes by clicking the "Save" button at the top right corner.

Step 3: Get better results

1. Use the "Settings" option under your profile to adjust compliance standards (ASC 606, ASC 842) based on your needs.
2. Regularly check the "Notifications" tab to stay updated on any compliance alerts or changes.
3. Create templates for frequently used documents by selecting "Templates" from the left menu and clicking "Create Template."

Pro tip

Take advantage of the bulk upload feature for multiple documents. Instead of uploading contracts one by one, use the "Bulk Upload" button to save time and streamline your workflow.

Common mistake to avoid

Many users forget to review the extracted data before saving. Always double-check the fields to ensure accuracy, as incorrect data can lead to compliance issues later on.