SolutionsAccounting
Turn your accounting processes into AI agents
Trail parses your AP policy, purchase orders, receipts, supplier threads and close checklists into one governed context graph. Then AI agents work invoice exceptions, GL coding, reconciliations and month-end close on top of it.
Invoice exceptions
This week- 412invoices matched
- 37in exception
- 14awaiting GRN
- 88%auto-coded
- INV-52190Ashcroft Paper Mills$14,780Posted—
- INV-52233Brightline Supply Co.$6,415Matching—
- INV-52318Wexler Packaging$9,340HeldD. Osei
- INV-52402Calder Freight Lines$3,905ApprovalT. Baird
- INV-52455Northvale Print$1,260Posted—
Trusted by teams at leading enterprises
Top accounting teams
put Trail to work on:
Turn an accounting policy into a working agent — in one upload.
Import the AP policy, capitalization rules or close checklist your accountants maintain. Trail reads it, builds the agent, and shows which clause produced each rule.
- 01
Import process docs
Drop in the AP policy, close checklist or coding manual your team already maintains — PDF, DOCX, scans.
- 02
Agent auto-built
Trail parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.
- 03
Review, approve, run
Every learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.
“…expenditures for tangible property with a useful life greater than one year shall be capitalized where the unit cost equals or exceeds five thousand dollars; amounts below that threshold shall be expensed in the period incurred…”
If a tangible asset's unit cost is $5,000 or more and its life exceeds a year, capitalize and depreciate it instead of expensing it.
One graph underneath all your AI agents.
Everything Trail parses collapses into a single governed graph, and everything your accounting teams automate draws from it, whether the work runs in autonomous agents or copilot chats.
Agents - run processes autonomously
- ObserveINV-52318 | GRN-7741 · AP policy §6.3
- ReasonBilled 240 cartons, receipt shows 200
- ActionHeld. Credit memo requested from supplier
- ObserveINV-52190 | PO-31088 · Chart of accounts §2.1
- ReasonCorrugate for the Dayton plant, not office
- ActionCoded 5120-30, cost centre DAY-2
- ObserveStatement line 04-118 · Reconciliation SOP §3.4
- Reason$18,640 deposit covers two remittances
- ActionCleared. Both invoices marked paid
- ObserveDay 3 checklist · Accrual policy §8.2
- ReasonHeld shortfall stays out of the accrual
- ActionAccrual set to N. JE-2214 drafted
Copilot Chats - ask questions and run tasks
Help your agents solve the most complex problems with context graphs.
An invoice arrives $8,400 over the PO for a line the supplier changed without a change order, on an account with two open credit memos, and we sent a rejection last week — do we accrue it?
One question. Five kinds of context, each in a different system — the purchase order doesn't know what your policy calls an involuntary change, and the ledger doesn't know what you already told the supplier.
How the Context Graph works →AP policy & payment terms
Policy context · Is this variance allowed?
Involuntary change → not payable, non-accrual
ERP / purchase orders
System-of-record context · Which PO and supplier?
PO-44192 · 2 open credit memos
Invoice vs PO comparison
Computed context · How big is the variance?
$8,400 over · 6.2% of line value
Supplier email thread
Conversation context · What have we already told them?
Rejection sent 6 days ago, no response
AP exception SOP
SOP context · What happens next?
Hold, notify the buyer, set accrual to N
Connects to the agent platform you already use.
Point the agents your accounting org already runs, SAP Joule, Agentforce, Copilot, Claude or your own stack, at one Trail brain, through a native Model Context Protocol server, native retrievers, or a plain REST/GraphQL API. Add or switch platforms without re-teaching a thing.
35% of Fortune 500 and 10,000+ companies use Trail
Customer story · Roche
“The time savings have been significant. We've gone from spending hours each day on purchase orders to minutes — with no expired products slipping through.”
- Per document
- 10 min → 30 sec
- Zero-touch processing
- 75% of files
- Team hours per month
- 40 → under 5
- Extraction accuracy
- ~60% → 95%
Teams using Trail see
- 95%Straight-through processing
- 80%Reduction in associated costs
- 15×Quicker turnaround times
Built for how modern
enterprises work.
Trail meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.
- SSO & SCIM
- SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
- Role-based access
- Full RBAC and fine-grained access control across orgs, workspaces, agents.
- Audit logs
- Every agent run, approval, and data access is recorded, and streams to your SIEM.
- Private deployment
- VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
- Data residency
- Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
- Human-in-the-loop
- Configure approval gates to route edge cases to Slack, Teams, or email for review.
- Encryption at rest & in transit
- AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
- Usage quotas & rate limits
- Per-team budgets and API quotas with real-time cost dashboards. No surprises.
Security built in, not bolted on.
Your data and your company brain never leave your boundary. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.
Held and current — not roadmap targets.
SOC 2 Type IIOngoing security controls
GDPREU data protection
ISO 27001Global ISMS standard
HIPAABAA on enterprise plansTurn your accounting processes
into a competitive advantage.
Bring one AP policy and one invoice you had to argue about. We'll show you how Trail proposes rules and builds an agent, which then takes the correct decision and acts on it.
Prefer to read first? Read the FAQ →