Features
Accounting That Actually Makes Sense
Full double-entry bookkeeping, professional invoicing with online payments, bank feeds, expense tracking with OCR, inventory, project profitability, and 40+ financial reports. Built for small businesses that outgrew spreadsheets but don't need enterprise complexity.
Configurable Dashboard
Information-dense dashboard with drag-to-reorder widgets: revenue overview, P&L snapshot, cash flow, outstanding invoices, bills due, account balances, expense breakdown, and quick actions.
Guided Invoice Builder
Step-by-step invoice creation with live preview. Select customer, add line items with drag-to-reorder, apply discounts, attach files, and send or save as draft.
Professional Invoice Templates
Multiple templates (clean, bold, classic, minimal) with brand customization: logo, colors, fonts, and custom fields.
Online Payment Collection
Customers pay directly from invoices via Stripe checkout. Accepts cards, ACH, Apple Pay, Google Pay. Partial payments supported.
Automatic Payment Reminders
Configurable reminder escalation: friendly, firm, final notice. Auto-apply late fees after grace period. Smart scheduling based on customer payment history.
Recurring Invoices
Auto-generate and send on schedule (weekly to yearly). Auto-payment option charges stored payment methods on due date.
Estimates and Proposals
Professional estimates with one-click customer approval and e-signature. Rich text proposals with cover pages, scope, timeline, and pricing. Convert to invoice on acceptance.
Expense Management with OCR
Record expenses manually or capture receipts via camera with automatic OCR. Extract merchant, date, total, and line items. Auto-suggest categories.
Bank Feed Integration via Plaid
Connect checking, savings, and credit cards from 12,000+ institutions. Daily automatic sync with up to 24 months of historical transactions.
AI-Powered Transaction Categorization
ML model learns from your corrections. Confidence scoring: auto-categorize above 90%, suggest at 70–90%. Bank rules engine with smart suggestions.
Bank Reconciliation
Statement-based reconciliation with auto-matching by amount and date. Side-by-side comparison. Reconciliation reports. Undo capability.
Bills and Accounts Payable
Enter vendor bills with line items. Track through open, partial, paid, overdue. Batch payments. Check printing with MICR line. Purchase order management.
Double-Entry Bookkeeping
Full chart of accounts with industry templates, manual and automatic journal entries, recurring entries, and reversing entries. Every transaction properly balanced.
Project Profitability Tracking
Real-time project profitability dashboard with revenue, costs, and margin. Budget burn-down tracking with alerts at 75%, 90%, and 100%.
Cash Flow Forecasting
Predict future cash position based on outstanding invoices, upcoming bills, recurring transactions, and historical patterns. 30/60/90-day visualization.
Comprehensive Financial Reports
40+ reports across P&L, balance sheet, cash flow, receivables, payables, sales, expenses, tax, inventory, and custom categories. Cash vs accrual toggle. PDF/CSV/Excel export.
Sales Tax Management
Multiple tax rates and compound taxes. Auto-calculate on invoices and bills. Tax-exempt customers. Sales tax liability and summary reports.
1099 Contractor Tracking
Flag vendors as 1099-eligible. Track payments throughout the year. Generate 1099-NEC forms. Export tax-ready data.
Multi-User with Role-Based Access
Owner, Admin, Manager, Employee, and Accountant roles with granular per-module permissions. Accountant access doesn't consume a paid seat.
Native iOS App
Full SwiftUI app with camera receipt capture, Plaid bank connection, offline mode with background sync, Face ID authentication, and home screen widgets.
Batch Operations
Batch send, mark as sent, apply payment, void, and export invoices to PDF. Bulk categorize bank transactions. Batch pay multiple vendors.
Class and Location Tracking
Segment transactions by department, product line, store, or region. Cross-dimensional reporting for P&L and balance sheet.
Period Close and Audit Trail
Lock prior periods with password protection. Year-end close with automatic retained earnings. Full audit log of every change with old/new values.
Inventory Management (FIFO)
Track quantity on hand per product with FIFO cost layering. Automatic COGS calculation. SKU support. Reorder point alerts. Purchase order integration.
Real-Time WebSocket Updates
Dashboard updates instantly when payments arrive, invoices are viewed, or expenses are recorded. No manual refresh needed.
How It Works
From Bank Feed to Financial Statement
Connect
Link bank accounts via Plaid. Import up to 24 months of transaction history automatically.
Categorize
AI categorizes transactions. Create rules for recurring patterns. Review and approve with one click.
Invoice
Build and send professional invoices. Customers pay online via Stripe. Track views, clicks, payments in real time.
Report
Run 40+ financial reports. Cash vs accrual. Export to PDF, CSV, Excel. Schedule automated delivery.
Technical Specifications
Under the Hood
Backend
- Node.js with Fastify (TypeScript)
- PostgreSQL 16 with row-level security
- Redis for sessions and pub/sub
- BullMQ for background jobs
- Plaid integration (12,000+ institutions)
- Stripe Connect for payments
- PDF generation engine
Frontend
- Next.js 15 (App Router)
- React 19 with TypeScript
- Custom design system
- TanStack Query + Zustand
- Recharts for visualizations
- TipTap rich text editor
- WebSocket real-time updates
iOS App
- SwiftUI with MVVM
- Core Data offline persistence
- Plaid Link SDK (native)
- Vision framework OCR
- Face ID / Touch ID
- WidgetKit home screen widgets
- Push notifications
Infrastructure
- Multi-tenant PostgreSQL
- S3 file storage
- Transactional email (Resend)
- CI/CD via GitHub Actions
- SOC 2 Type II posture
- WCAG 2.1 AA accessible
Development
100% Built by Claude
Trellis was built entirely by Claude (Anthropic) working alongside a single human supervisor. Every line of code, every test, every deployment: AI-authored with human direction.