Getting Started

What is TripleBooks?

TripleBooks is an AI-native finance platform: a single web application where accounting, invoicing, bill pay, payroll, CRM, documents, and Luca share one ledger and one entity model. A triple-entry engine and DSL rule system post journal entries from real-world events. Experimental operational modules (inventory, projects, helpdesk, and more) are available to try in the same app as they evolve.

If you are new to the product, read Platform overview for core finance versus experimental modules. Use the Glossary for quick definitions (tenant, entity, credits, …).

Core concepts

• Events — Financial and operational activity enters as typed events (invoices, payments, payroll, CRM wins, etc.)
• Rules — DSL rules map events to debit/credit journal lines across your books
• Books — Multiple books per entity (e.g. GAAP, IFRS, tax, management) with rule packs
• Entities — Organizations, funds, or personal workspaces, each with its own chart of accounts and data boundary
• Luca — In-app AI with tools grounded in your tenant; see Luca AI

Quick start

1. Create an account

Sign up at app.triplebooks.com. You will receive a verification email — use it to activate and provision your workspace.

2. Create an entity

Go to Settings → Entities and create your first entity. Types include standard business entities, funds, trusts, and personal workspaces.

3. Connect data

Use integrations (banking, Stripe, accounting imports, corporate cards, payroll connectors, Gmail, Resend, CSV, webhooks) from Admin or module-specific settings. See Integrations.

4. Work the ledger

Import or sync activity, review events, and let the posting engine generate journal entries from your rule packs. Reconcile in Ledger, run reports and close from the same app.

5. Turn on Luca

Open Luca from the app navigation and ask questions, classify transactions, or get help with rules — see Using Luca.

Next steps

• Platform overview — Core finance, experimental modules, Luca, billing
• Glossary — Tenant, entity, DEK, book, credits, …
• Architecture — Data isolation, security, and billing overview
• Billing and credits — Prepaid balance, usage rates, and how cloud differs from flat SaaS plans
• Chart of Accounts — Accounts and logical roles
• Rules — DSL posting rules
• API Reference — Integrate programmatically
• Multi-currency — FX and revaluation
• ZK proofs — Proof generation and verification
• Multiparty — Cross-entity verification and settlement