Asset Manager

Updated:

Trullion

Trullion was founded in 2019 by Isaac Heller, who assembled a team of former Big Four CPAs to build an AI platform that automates core accounting and...

Trullion

Trullion was founded in 2019 by Isaac Heller, who assembled a team of former Big Four CPAs to build an AI platform that automates core accounting and audit workflows. The firm is headquartered in New York, with engineering presence in Tel Aviv and a commercial office in London. Its early focus was lease accounting under ASC 842 and IFRS 16, but the platform now spans audit testing, internal audit evidence reconciliation, and broader finance transformation workflows. The platform operates as a vertical AI layer that ingests structured and unstructured data — extracting lease terms from PDFs, recalculating schedules, and flagging inconsistencies. Trullion sells to enterprise finance teams and external audit firms, covering asset classes that include real estate leases, equipment leases, and financial document testing. The software targets stages from pre-close preparation through post-audit reporting. While Trullion does not disclose a client list, its public testimonials reference teams that migrated from competing lease-accounting tools and reduced manual reporting time by over 25 percent. The firm has not disclosed its total deployment or professional headcount. It maintains engineering operations in Tel Aviv and a commercial footprint in London, in addition to its New York base. Public statements do not confirm adjacent vehicles, philanthropic foundations, or club-deal structures. No recent operational event within the last 24 months was verifiable from available firm disclosures. Trullion's architecture treats the accounting general ledger as a source of structured truth and surrounds it with agents that read contracts, test entries, and produce audit-ready workpapers. That design turns an auditor's judgment — not just their rote tasks — into a scalable software layer, structuring the firm around a belief that accounting's AI era will be vertical-specific rather than a horizontal add-on to existing ERPs.

General information

Firm type

Asset Manager

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

500 7th Avenue, New York, NY 10018, United States

Additional offices

Solelim 1, Tel Aviv, Israel 6789701 · 8 Devonshire Square, London, United Kingdom

Principals

Isaac Heller

Founder

Sector focus

Enterprise SoftwareAI/ML

Frequently asked questions

Who runs product and technical strategy at Trullion?

Founder Isaac Heller leads the company, supported by a team of former Big Four CPAs who design the platform's accounting logic. Public materials do not identify a separate CTO or CPO by name, but the Tel Aviv office houses core engineering. The firm's about page emphasizes that its industry experts are former practitioners who lived the manual audit and accounting workflows the software replaces.

How does Trullion source its proprietary accounting data layer?

Trullion builds its knowledge layer from public accounting standards — ASC 842, IFRS 16, and GAAS audit requirements — combined with customer-contracted document patterns. The platform's AI agents are trained to extract terms from lease agreements, audit evidence, and financial statements specifically, which differs from general-purpose document AI tools. The firm cites this domain-specific grounding as the reason its outputs are auditable rather than black-box.

Is Trullion structured as a technology vendor or does it operate as an accounting services firm?

Trullion is a pure software provider. It sells a SaaS platform to enterprise finance teams and external audit firms but does not perform audits, provide accounting opinions, or offer managed services. Its model competes with point solutions and manual spreadsheet workflows, not with CPA firms' attest or advisory practices.

Which industries and asset classes does the Trullion platform cover?

Trullion's core domain is lease accounting, covering real estate leases and equipment leases under ASC 842 and IFRS 16. It also extends to audit fieldwork, internal audit evidence testing, and document-heavy finance transformation work. The platform is not positioned as a general ERP and does not natively address inventory, revenue recognition, or payroll accounting today.

Does Trullion disclose its customer base or deployment metrics?

The firm does not publish a customer list, logo roster, or total revenue number. Testimonials on its website reference teams that reduced manual lease-accounting time by over 25 percent and cut software costs by over 30 percent when switching from a prior tool, but neither the prior tool nor the customers are named. There is no public funding or valuation disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo