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Data & Analytics
TripleLedger
TripleLedger logo
Data & Analytics

TripleLedger

TripleLedger is an AI-powered accounting platform designed to automate and streamline financial operations for businesses, particularly those with complex or high-volume transactions. It leverages artificial intelligence to categorize transactions, reconcile accounts, generate financial reports, and ensure compliance with accounting standards. The tool is aimed at accountants, financial controllers, and business owners who seek to reduce manual data entry, minimize errors, and gain real-time insights into their financial health. By integrating with various banking and payment platforms, TripleLedger automates the flow of financial data, transforming raw transactions into structured, auditable records. Its AI models are trained to understand context, improving accuracy over time and adapting to specific industry nuances. The platform positions itself as a modern solution to replace legacy accounting software, offering a more intelligent, connected, and proactive approach to financial management.

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📊 At a Glance

Pricing
Paid
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Data & Analytics
Business Intelligence

Key Features

AI-Powered Transaction Categorization

Automatically classifies incoming bank and payment transactions into relevant accounting categories (e.g., office supplies, travel, software subscriptions) using machine learning models that learn from user corrections.

Automated Bank Reconciliation

Matches imported bank transactions with internal ledger entries in real-time, highlighting discrepancies and suggesting matches to ensure books are always up-to-date.

Real-Time Financial Dashboards

Offers customizable dashboards that visualize key financial metrics like revenue, expenses, profit margins, and cash runway, updated instantly as transactions flow in.

Multi-Entity & Consolidation Support

Manages accounting for multiple subsidiaries, franchises, or legal entities within a single platform, automatically consolidating financials for group reporting.

Audit Trail & Compliance Engine

Maintains a complete, immutable log of every change, approval, and automated action within the system, generating reports ready for internal or external audits.

Pricing

Starter

contact sales
  • ✓Basic transaction import and categorization
  • ✓Standard financial reporting
  • ✓Limited user seats
  • ✓Email support
  • ✓Integration with common banking platforms

Business

contact sales
  • ✓Advanced AI categorization and reconciliation
  • ✓Custom report builder
  • ✓Increased user seats and role-based access
  • ✓Priority support
  • ✓Multi-currency and international tax support
  • ✓API access for custom integrations

Enterprise

custom
  • ✓Full customization and white-labeling options
  • ✓Dedicated account manager and SLAs
  • ✓SSO/SAML, advanced security, and compliance audits
  • ✓On-premise or private cloud deployment options
  • ✓Unlimited users and transactions
  • ✓Tailored training and onboarding

Use Cases

1

Automated Bookkeeping for E-commerce Businesses

E-commerce merchants connect TripleLedger to platforms like Shopify, Stripe, and their bank accounts. The AI automatically categorizes thousands of daily sales, fees, refunds, and ad spend transactions. This eliminates manual entry, ensures accurate COGS and revenue recognition, and provides real-time profitability dashboards per product or campaign, enabling rapid business adjustments.

2

Financial Consolidation for Startups with Multiple Subsidiaries

A startup holding company uses TripleLedger to manage the finances of its several acquired or spun-out entities. The platform handles inter-company transactions, currency conversions, and automatically consolidates balance sheets and P&L statements. This gives executives a single source of truth for group performance, streamlining investor reporting and strategic planning.

3

Streamlined Month-End Close for Accounting Firms

Accounting firms onboard their SME clients to TripleLedger. The AI pre-reconciles accounts and flags unusual transactions, allowing accountants to focus on review, adjustments, and advisory rather than data cleanup. This reduces client service time, improves scalability, and allows firms to handle more clients with the same team.

4

Real-Time Budget Monitoring for Non-Profits

Non-profit organizations connect their donation platforms and bank accounts. TripleLedger categorizes income by grant or donor and expenses by program. Managers can monitor budget vs. actuals in real-time across multiple projects, ensuring funds are used appropriately and simplifying the creation of reports for donors and regulatory bodies.

5

Integrated Financial Operations for SaaS Companies

SaaS companies integrate TripleLedger with their billing system (e.g., Chargebee) and CRM. Revenue from subscriptions is automatically recognized per ASC 606/IFRS 15 standards, and customer-level profitability is calculated. This provides accurate unit economics, churn analysis, and seamless data flow between finance, sales, and operations teams.

How to Use

  1. Step 1: Sign up for an account on the TripleLedger website by providing an email address, creating a password, and verifying your email to activate your workspace.
  2. Step 2: Connect your business bank accounts, credit cards, and payment processors (like Stripe or PayPal) via secure API integrations to automatically import transaction data.
  3. Step 3: Configure your chart of accounts, tax settings, and reporting preferences to align with your business structure and regional accounting standards.
  4. Step 4: Use the dashboard to review AI-categorized transactions, manually adjust any misclassifications to train the system, and run automated reconciliation processes.
  5. Step 5: Generate financial statements (profit & loss, balance sheet, cash flow) and custom reports through the reporting module, and schedule them for regular delivery.
  6. Step 6: Set up approval workflows for expenses and invoices, and invite team members (e.g., bookkeepers, managers) to collaborate with appropriate role-based permissions.
  7. Step 7: Integrate TripleLedger with other business tools (like CRM or ERP systems) via available APIs or pre-built connectors to synchronize financial data.
  8. Step 8: Export data for tax filing, share reports with stakeholders, and use insights for budgeting and forecasting within the platform's planning tools.

Reviews & Ratings

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At a Glance

Pricing Model
Paid
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