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Tripletex actions via AI

Revizo AI can perform actions directly in Tripletex for you. You can create vouchers and invoices, search the chart of accounts, customers and suppliers, search outgoing and incoming invoices, view vouchers and general ledger postings, fetch bank transactions, search employees and departments, and approve supplier invoices — all via chat.

Trial balance

A full trial balance is not intended as a long list in chat. Use balance reconciliation, import (manual or SFTP) and reports in Revizo — there you get the table, filtering and comparison that belong in accounting work.

Prerequisite

The company must be connected to Tripletex under Settings → Integrations → Tripletex for these features to work.

What can you do?​

Create vouchers​

Ask the AI assistant to create a voucher with postings:

«Create a voucher for Eksempel AS with date 2026-04-14. Debit account 1920 with NOK 15,000, credit account 3000 with NOK 15,000. Description: Payment from customer.»

The AI will:

  1. Find the company and verify the Tripletex connection
  2. Look up the correct account IDs in Tripletex
  3. Check that the postings balance (debit = credit)
  4. Create the voucher and send it to the general ledger
  5. Confirm with the voucher number

Create invoices​

«Create an invoice to customer Nordvik Consulting for 10 hours of consulting services at NOK 1,500»

The AI will:

  1. Look up the customer in Tripletex
  2. Create the invoice with the correct lines
  3. Confirm with the invoice number and total amount

Search for accounts​

«Show me all accounts that start with 27» (VAT accounts)

«Find the account for accounts receivable»

Search for customers and suppliers​

«Search for customer Nordvik»

«Find supplier with number 10042»

Fetch VAT codes​

«Show available VAT codes for Eksempel AS»

Search and view invoices and vouchers​

«Show outgoing invoices to customer Nordvik for the last three months»

«List supplier invoices from March this year»

«Find vouchers in April for Eksempel AS»

«Show postings on account 1920 for the last 30 days»

If you do not provide dates, the AI usually uses a default interval (typically the last 90 days for invoices and vouchers, 30 days for postings and bank lines). An end date you provide is inclusive.

Bank transactions (Tripletex)​

For bank transactions the AI must know which bank account (Tripletex account ID). Ask it to search the chart of accounts first, for example for 1920, or provide the account number yourself.

«List bank transactions on account 1920 for the last two weeks»

Employees and departments​

«Find employee Ola Nordmann in Tripletex»

«Search department Sales»

Approve a supplier invoice​

«Approve supplier invoice 12345678 in Tripletex»

Use this only when you want the invoice to actually be approved. The AI should look up the invoice first to confirm the ID.

How it works​

You write in the chat
    ↓
The AI understands what you want to do
    ↓
Looks up the necessary IDs (accounts, customers, VAT codes)
    ↓
Performs the action in Tripletex via API
    ↓
Confirms the result with references

The AI performs several steps automatically behind the scenes. For example, if you say «create a voucher on account 1920», the AI will first search for account 1920 in Tripletex to find the correct ID, then create the voucher.

Security​

  • Tenant isolation: You can only perform actions for companies in your organisation
  • Only Tripletex-connected companies: Actions only work for companies with an active Tripletex connection
  • Audit log: Vouchers, outgoing invoices and approved supplier invoices are logged in Revizo’s audit log
  • Balance check: Vouchers are rejected if the postings do not balance

Tips​

  • Provide the company name when you work with several companies — otherwise the AI will ask you to choose
  • For vouchers: always provide date, description, and at least two postings (debit + credit)
  • For invoices: provide customer name, date, due date, and lines with description, quantity and price
  • You can ask the AI to show accounts and VAT codes first, and then use the results in the next step

Coming later: time tracking and tasks​

We are considering a closer connection between the task module and time tracking in Tripletex (for example hours/stopwatch on tasks). Today’s AI tools cover the accounting flow (vouchers, invoices, search and approval of supplier invoices); dedicated time-tracking tools may come later when the product is ready.