Industry

Fintech

Client

AskTriam | EMB

Client

AskTriam | EMB

AI-Based Accounting Software

AI-Based Accounting Software

Project Summary

Project Summary

Designed an internal accounting platform to replace third-party tools like QuickBooks, improving control, scalability, and consistency across complex accounting workflows.

Overview

Overview

AskTriam is an internal, AI-based accounting and account management platform designed for accountants, administrators, and organization SPOCs.
The goal of the product was to reduce dependency on third-party accounting tools by creating a secure, customizable, and scalable in-house system aligned with internal workflows.

The platform covers end-to-end accounting operations including configuration, transactions, reporting, and reconciliation.

Problem Statement

Problem Statement

The organization relied heavily on QuickBooks, a third-party accounting tool, which introduced several business-level challenges:

High recurring licensing costs

Data security and ownership concerns

Limited flexibility to customize workflows

Long-term dependency on an external platform

While the tool worked functionally, it did not align well with internal processes, scalability goals, or control requirements.

Overview

Overview

AskTriam is an internal, AI-based accounting and account management platform designed for accountants, administrators, and organization SPOCs.
The goal of the product was to reduce dependency on third-party accounting tools by creating a secure, customizable, and scalable in-house system aligned with internal workflows.

The platform covers end-to-end accounting operations including configuration, transactions, reporting, and reconciliation.

Elevating Financial Experiences: Dello Fintech Banking App's Impact and Future Endeavors. Financial Experiences: Dello Fintech Banking App's Impact and Future Endeavors.

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