Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition.
Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.
Description
Trullion is an AI accounting oversight platform that automates data management, streamlines audits, and ensures accurate reporting across accounting workflows. Trullion leverages the best data infrastructure and AI models into a single source of accounting truth that also offers specialized modules for key accounting roles. Teams in areas like lease accounting, revenue recognition, and auditing can access the platform using a tailored UI while maintaining 100% confidence that their data is accurate and uniform across all relevant stakeholders.
Using Trullion, accounting teams automate tedious manual work—reading contracts, recording terms, collecting data for audits, verifying the accuracy of their numbers, and reporting. Trullion reads Excel or PDF-based contracts and converts them into financial workflows that are connected to the data source. AI automatically detects and extracts important data from these agreements, and creates auditable journal entries.
Accounting teams and auditors work faster with confidence, finance executives trust the results, and everyone operates from a single source of truth with Trullion.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Breadwinner
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
InboxCRM by AppEQ
Yes
Jira
Yes
Microsoft Excel
No
NetSuite
Yes
Pipedrive
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
Breadwinner
No
HubSpot CRM
No
HubSpot Customer Platform
No
InboxCRM by AppEQ
No
Jira
No
Microsoft Excel
Yes
NetSuite
No
Pipedrive
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$15 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Klient PSA
Founded
2014
Country
Canada
Website
klient.com
Vendor Details
Company Name
Trullion
Founded
2018
Country
United States
Website
trullion.com
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Product Features
Lease Accounting
Amortization Schedule
Yes
Asset Management
Yes
Billing & Invoicing
No
Budgeting & Forecasting
Yes
Capitalization Reporting
Yes
Critical Date Alerts
Yes
Expense Tracking
No
For Equipment Leases
Yes
For Real Estate
Yes
Payment Tracking
Yes
Portfolio Management
Yes
Tax Management
No