Trullion - About the company
Trullion is a series A company based in New York City (United States), founded in 2020 by Isaac Heller and Amir Boldo. It operates as an AI-powered platform offering solutions for accountnats. Trullion has raised $34M in funding from investors like Aleph, Greycroft and StepStone Group. The company has 90 active competitors, including 13 funded and 7 that have exited. Its top competitors include companies like Canopy, WiseLayer and Truewind.
Company Details
AI-powered platform offering solutions for accountants. The platform provides solutions such as workflow automation, revenue recognitions, account leasing, audit, data reconciliation, data validations, data extractions, and more.
- Website
- trullion.com
- Email ID
- *****@trullion.com
Key Metrics
Founded Year
2020
Location
New York City, United States
Stage
Series A
Total Funding
$34M in 3 rounds
Latest Funding Round
Ranked
4th among 90 active competitors
Employee Count
118 as on Apr 30, 2026
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Trullion's funding and investors
Trullion has raised a total funding of $34M over 3 rounds. Its first funding round was on Mar 15, 2021. Its latest funding round was a Series A round on Apr 19, 2023 for $*****. 4 investors participated in its latest round. Trullion has 8 institutional investors and 5 angel investors.
Here is the list of recent funding rounds of Trullion:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Apr 19, 2023 | 1721800 | Series A | 2233923 | 6377467 | 7827009 | 2838213 |
Feb 16, 2022 | 7522109 | Series A | 7608216 | 9795789 | 5360823 | |
Mar 15, 2021 | 7289759 | Seed | 4053871 | 1369303 |
View details of Trullion's funding rounds and investors
Trullion's founders and board of directors
Founder? Claim ProfileThe founders of Trullion are Isaac Heller and Amir Boldo.
Here are the details of Trullion's key team members:
- Isaac Heller: Co-Founder & CEO of Trullion and founder of 1 other company. Contact Info: 2 email addresses
- Amir Boldo: Former Co-Founder of Trullion. Contact Info: 1 email address
View details of Trullion's Founder profiles and Board Members
Trullion's employee count trend
Trullion has 118 employees as of Apr 26. Here is Trullion's employee count trend over the years:
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Trullion's Competitors and alternates
Top competitors of Trullion include Canopy, WiseLayer and Truewind. Here is the list of Top 10 competitors of Trullion, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Canopy 2014, Lehi (United States), Series C | Developer of practice management platform for accounting and tax firms | $292M | 68/100 | |
2nd | WiseLayer 2022, New York City (United States), Acquired | AI-based offering workflow management solutions for accountants | $7.2M | 60/100 | |
3rd | Truewind 2022, San Francisco (United States), Series A | Provider of AI-powered platform automating financial document processing and reconciliation | $17M | 60/100 | |
4th | Trullion 2020, New York City (United States), Series A | AI-powered platform offering solutions for accountnats | $34M | 56/100 | |
5th | SafeSend 2008, Ann Arbor (United States), Acquired | Tax automation solutions for accountants | - | 55/100 | |
6th | Suralink 2014, Salt Lake City (United States), Series A | Provider of cloud-based platform for accounting firms to manage client requests | $6.29M | 55/100 | |
7th | LeaseAccelerator 2003, Reston (United States), Acquired | Provider of financial planning, accounting, and operational software and solutions | $42.1M | 52/100 | |
8th | Zone & Company Software Consulting 2013, Boston (United States), Series C | Developer of NetSuite applications for automating financial and treasury operations | $76M | 52/100 | |
9th | CPA 2001, New York City (United States), Unfunded | Provider of technology and resources for accounting firms | - | - | 51/100 |
10th | Addictive Accounting 2021, Bend (United States), Unfunded | Accounting course software for students, professionals, and business owners | - | - | 45/100 |
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Trullion's Investments and acquisitions
Trullion has made no investments or acquisitions yet.
Reports related to Trullion
Here is the latest report on Trullion's sector:
News related to Trullion
Media has covered Trullion for a total of 2 events in the last 1 year, 1 of them has been about partnerships and 1 about people movement.
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Trullion Appoints Artie Minson CEO; Isaac Heller Assumes President RoleAiThority•Oct 06, 2025•Trullion
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CPAmerica welcomes Trullion as new Preferred Provider for modernized accountingPR Newswire•Jul 10, 2025•Cpamerica, Trullion
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Trullion Launches Trulli, an Agentic AI Assistant Built for AccountantsBusiness Wire•May 07, 2025•Trullion
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Trullion Raises $34 Million for Accounting PlatformCAESARS INTERACTIVE ENTERTAINMENT (UK) LIMITED•Apr 21, 2023•Trullion, StepStone Group, Aleph, Third Point Ventures and 2 others
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Trullion Raises Additional $15M; Closes $30M FinancingFinSMEs•Apr 19, 2023•Trullion, Third Point Ventures, StepStone Group, Greycroft and 2 others
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