How you can work with us
Choose the path that fits your needs
Triform Platform
Build and deploy your own automations with our intuitive platform.
- No coding required
- Instant deployment
- Pay as you grow
Triform Services
Let our experts build, deploy, and maintain your automations for you.
- Custom integrations
- SLA guarantees
- Dedicated support
Why Accounting needs automation
of accountants spend over 10 hours per week on manual data entry
What we can build for you
Sample automations we can build for you and your organization
Invoice Processing Automation
Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.
Gmail 
Slack 
Xero Expense Report & Receipt Handling
Collect receipts from email or Slack, extract data, validate against policy, and route for manager approval. Send approved expenses to accounting.
Gmail Slack Xero How it works
From discovery to deployment
Free - Discovery & scoping
We meet with your team to review your Chart of Accounts, identify manual processes in client workflows, and define which automations would deliver the highest ROI for your practice.
Why Partner with Triform?
Speed to Value
Launch in weeks, not months. Our platform accelerates development.
Enterprise Grade
Security, scalability, and reliability built in from day one.
Future Proof
Adapt easily as your business grows and technology evolves.
FAQ
Can Triform integrate with QuickBooks, Xero, or Sage?
Yes. We connect to all major accounting platforms via APIs. We can read transactions, post journal entries, and sync vendor/customer data bidirectionally.
How do you handle multi-entity consolidations?
Our automations can aggregate data from multiple companies, currencies, and accounting systems. We map inter-company transactions and generate consolidated reports automatically.
What if the OCR makes a mistake coding an invoice?
All auto-coded entries include confidence scores. Low-confidence items are flagged for review. As you correct entries, the system learns your preferences and improves accuracy over time.
Can it handle industry-specific Chart of Accounts?
Absolutely. Whether you use standard COA or custom structures for construction, nonprofits, or manufacturing clients, we map automations to your specific ledger accounts and coding rules.
Is our client data secure and compliant?
Yes. We encrypt all data in transit and at rest, maintain SOC 2 compliance, and can sign BAAs or DPAs as required. Each client's data is isolated, and you control who has access.
How long does it take to see ROI?
Most firms see immediate time savings (10-15 hours/week) once automations go live. With our 2-4 week implementation timeline, you typically break even within the first month and save 40-60 hours per quarter ongoing.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.