Platform overview
Core finance on one ledger, plus experimental operational modules you can try in the same app.
One app, one source of truth
TripleBooks is a unified finance platform delivered as a single web application. Core finance modules — books, cash, AR/AP, spend, CRM, payroll, documents, Luca, and capital tools — share the same triple-entry ledger and entity model.
Luca is the built-in AI layer: natural language across your books, classification, document ingestion, and guarded actions — with policies you control in Admin.
Experimental modules (inventory, projects, helpdesk, field operations, and similar) live in the same app so you can try them as they evolve.
Who it is for
- Founders and operators who want books, billing, and payroll in one place
- Finance and accounting who need one authoritative ledger and a clean close
- Revenue and customer teams who want CRM and billing tied to real numbers
- Multi-entity groups that need consolidation and intercompany in the same product
Core finance
Fully supported modules presented on the TripleBooks marketing site. Routes live under the same origin (e.g. app.triplebooks.com). You work in one entity at a time; navigation follows the area you are in.
| Module | What you can do |
|---|---|
| Accounting | Journal, chart of accounts, bank reconciliation, periods, close, and financial reports. |
| Multi-entity | Related entities, ownership, intercompany transfers, eliminations, and consolidated reports. See Multi-entity. |
| Treasury | Linked banks, feeds, and cash on one console. See Treasury. |
| Expenses | Expense reports, receipts, approvals, and posting to the books. |
| Invoicing (AR) | Customer invoices, aging, and collections on the ledger. See AR / AP. |
| Purchasing (AP) | Vendors, purchase orders, bills, and payables. See AR / AP and PO matching. |
| CRM | Companies, contacts, pipeline, and activities. |
| Payroll | Employee records and payroll that post to the same ledger. See Payroll. |
| Analytics | Live dashboards with drill-down into operational and financial data. See Reports. |
| Documents | Files linked to ledger entries, deals, and records. |
| Luca | AI across your books and workflows. See Luca AI. |
| Cap table | Securities, holders, vesting, and ownership on the books. |
| Fundraising | Round planning, investor pipeline, and close into the cap table. |
| Governance | Board, minute book, resolutions, and officer registers. |
| Compliance | Filings calendar and obligations from how you operate. |
| Admin | Team, roles, prepaid credits, integrations, and audit log. |
Settings, onboarding, and in-app support live on the same origin.
New capabilities ship as routes in the same app, so everything stays on one ledger.
Experimental modules
These areas are available to try in the same application. They are experimental — early, still evolving, and useful if you want to start operating there today.
| Module | What you can do |
|---|---|
| Sales | Quotes, orders, and subscriptions connected to invoicing. |
| Inventory | Stock, counts, costing, and valuation on the ledger. See Inventory. |
| Catalog | Item master shared by quotes, orders, POs, and bills. |
| Manufacturing | BOMs, work orders, and shop-floor costing. |
| Projects | Engagements, time tracking, and milestone billing. |
| Helpdesk | Tickets, SLAs, and customer history. |
| Marketing automation | Lists, campaigns, and journeys. |
| Routes | Field routes, drivers, and scheduling. |
| Maintenance | Equipment, work orders, and preventive schedules. |
| Website | Pages and custom domains in the same workspace. |
| Ads | Paid-media spend sync and campaign visibility. |
| Working capital | List receivables and run auction rounds. |
| Tax | Transactional rates, classification, and a planning workbook. |
| Strategy | Objectives, key results, and check-ins. |
| Backlog | Internal issues, boards, and sprints. |
| Knowledge Base | Spaces and pages for runbooks and help content. |
Luca AI
Luca understands business context across modules: ledger, CRM, documents, and more (within your permissions). It can answer questions, help classify transactions, draft rules, and run workflows — with human-in-the-loop guardrails for anything that posts to the books.
See Luca AI and the tutorial Using Luca. Enterprise workspaces can run Luca on Inference Enclave for private hosted or on-prem inference.
Integrations
Connect banking, revenue (e.g. Stripe), accounting systems, corporate cards, payroll tools, Gmail, Resend, CSV, and webhooks. Configure credentials in-app; sensitive fields are encrypted at rest.
See Integrations for the conceptual overview.
REST API
The same deployment exposes JSON routes under /api/... for automation and partners. See API Reference for OpenAPI and usage.
Billing (cloud)
Cloud runs on prepaid USD credits with usage-based charges. See Billing and credits for balance, rates, and top-up.
Security and structure
See Architecture for how workspaces isolate data, encryption, and billing at a high level. Optional zero-knowledge proofs and privacy features are covered under Security & Verification in the docs nav.
Next steps
- Getting Started — account, entity, first flows
- Glossary — terms at a glance
- Entities — organizations and books
- Chart of Accounts — structure of the ledger
- Rules — DSL posting rules