Trigon’s features

Shared financial settings

• Accounts and VAT codes.
• Fixed asset groups.
• VAT report settings.
• VD report settings.
• Annual report settings.
• A company’s internal accounts as sub-accounts of the workspace accounts.

Shared templates

• Workspace-wide sales article templates.
• Email templates.
• VAT law references.

Companies dashboard

• A list of the companies the user has access to.
• An overview of work in progress: per-company period-close history and the number of unlocked items.

Incoming documents

• A per-company document inbox and archive.
• Receiving image files and PDFs by email or upload.
• Receiving Estonian e-invoices.
• Automatic digitising of documents in Trigon.
• Creating an invoice, expense or financial entry straight from a document.
• Attaching a document to an existing invoice, expense or financial entry.
• Creating accounting rules from an e-invoice to create purchase invoices automatically.

Opening balances and prior data

• Setting up opening balances to carry over an earlier position from other software.
• Opening balances for accounts, sales and purchase ledgers, and the fixed asset report position.

Creating invoices

• Creating an invoice manually or from a digitised file.
• Item logic that takes the parties’ region into account.
• Automatic lookup of Estonian company details from the Business Register.
• Automatic currency conversion at official European Central Bank rates.
• Real-time VAT number checks for EU customers.
• Permanent establishments.

Sending and e-invoices

• Sending invoices by email, individually or in bulk.
• A per-customer choice of channel for bulk invoice sending.
• Sending Estonian and Finnish e-invoices, with up-to-date information on whether a customer can receive e-invoices.
• Generating an invoice-based reference number.
• Adding references to the Estonian VAT Act on the invoice.
• The company’s logo on the invoice PDF.

Analytics and payment

• Invoice-line-level sales analytics using labels.
• Adding Montonio payment links to the invoice PDF, email and e-invoice XML.
• Attaching the source document to the invoice.

Ledger and bulk actions

• Automatic reconciliation of the sales ledger with the balance sheet.
• Bulk-sending debt and balance statements by email.
• Bulk-locking invoices.

Purchase invoices

• Creating an invoice manually, from a digitised file, or automatically from an e-invoice using an accounting rule.
• Automatic import of purchase invoices from Finbite.
• A supplier-based, multi-level invoice confirmation flow.
• Automatic lookup of Estonian company details from the Business Register.
• Automatic currency conversion at official European Central Bank rates.
• Creating a fixed asset from a purchase invoice line.
• Real-time VAT number checks for EU suppliers.
• Invoice-line-level purchase analytics using labels.
• Exporting payment orders as XML files for import into your bank.
• Bulk-sending balance statements by email.
• Bulk-locking invoices.
• Attaching the source document to the invoice.
• AI-based suggestions for choosing the account and VAT code.

Expenses

• Creating expenses manually or from a digitised file.
• Splitting expense documents into lines.
• Automatic lookup of Estonian company details from the Business Register.
• Automatic currency conversion at official European Central Bank rates.
• Expense-line-level purchase analytics using labels.

Payments

• Separately managed cash payments, bank payments, other payment methods — for example a person reporting expenses — and netting.
• Automatic import of bank payments via open banking through GoCardless.
• Import of bank payments from camt.053.001.02 and camt.053.001.10 XML files.
• Automatic coding and locking of bank payments and invoices.
• Creating payment templates from imported payment data for automatic payment processing.
• Flexible netting of invoices, accounts and prepayments.
• Automatic currency conversion at official European Central Bank rates.

Financial entries

All financial entries come together in one register.

Fixed assets

• Automatic depreciation accounting.
• Writing off fixed assets.
• A fixed asset depreciation report as at the closing balance date.

Reports and detail views

• A sales and purchase invoice report that totals values across filtered invoices, grouped by a selected data point such as partner.
• A customer- or supplier-based payment report with invoice and payment details.
• A filterable general ledger and turnover report with links to source entries.
• A balance sheet and profit and loss statement that flexibly follow the company’s financial year and allow a monthly or quarterly view.
• Drilling down from the balance sheet and profit and loss statement into account-level ledger detail and source entries.
• Generating the annual report and exporting an XBRL file.
• Exporting reports as XLSX and PDF files.

VAT report

• Creating Estonian and Finnish VAT reports.
• Automatic VAT settlement entry when the VAT report is locked.
• A detailed view of a VAT report line.
• INF A and INF B reports.
• XML file export of the VAT report.
• Warnings if general ledger data has changed after the return was filed.

VD report (EC sales list)

• Creating the VD report from sales invoices.
• Real-time VAT number checks for EU customers.

Authentication

• Email address and password.
• Google account.
• Microsoft account.
• Smart-ID.

Per-company extras

• Adding the company’s logo to the sales invoice PDF.
• Using an external email address for sending emails, when an external domain name is used — for example, company.ee.
• Managing accounting rules, the confirmation flow and payment templates.
• Inviting users to a company and role-based permission management.
• An unlimited number of users.

User convenience

You can work in several windows in Trigon at once — in different views of the same company, or in different companies.

Receipts and expense documents

• Photographing a receipt or other source document with your phone’s camera.
• Uploading photos already on your phone.
• Pictures land straight in the company’s incoming documents, where the accountant can carry on working with them.

Sales invoices

• Creating and editing sales invoices on your phone.
• Sending sales invoices by email.
• Sending sales invoices as e-invoices.

Trigon Community · Accounting tailored for non-profits

• A chart of accounts and reporting tailored for non-profits.
• Tagging documents.
• Viewing income and expenses by project and label.

Explore Trigon Community

Trigon Partner · Accounting firm administration

• Workspace-wide management of companies, users, roles and email templates.
• Grouping companies into firms.
• Firm- and company-level access management.
• Managing companies’ contract statuses, allowing work on a company to be paused in case of arrears.
• Exporting all of a company’s documents.
• Firm billing via the UKU integration.
• Optional control over all workspace-wide financial settings.

Explore Trigon Partner