All-in-One, Purpose-Built for Operators
AI Credit Analysis
Instantly interpret credit data, business profiles, and financials to deliver actionable insights and ready reports that show clients exactly where they stand and how to improve.
Smart Lender Matching
Connect your clients to the best-fit lender or funding product using AI-powered sequencing logic and Trulli’s network of 500+ trusted lenders.
Pipeline & CRM Hub
Manage clients, track deals, and keep every opportunity moving in one organized dashboard so nothing falls through the cracks.
AI Capital Blueprints
Generate complete funding plans, applications, and strategies in minutes. Trulli’s AI delivers professional, client-ready capital blueprints that you can share instantly under your brand.
White-Label Delivery
Deliver your clients a seamless, branded experience while Trulli does the heavy lifting behind the scenes — analyzing credit, matching lenders, and managing fulfillment automatically.
Instant Funding Coming Soon
Access an entire funding ecosystem powered by AI and automation. Skip the build, simplify operations, and give your clients a capital experience that keeps them coming back.
Reviews
Trulli gives business owners, agencies, and consultants a new way to stand out. It turns funding confusion into clarity and every conversation into an opportunity to help clients grow.
Our Packages
Basic
$249
/month
Features Included:
AI Capital Blueprint Generator
3 Custom Funding Plan + 3 Analysis Per Month
Access to Core Lender Rolodex
Trulli-branded client-ready reports
AI Deal Chat Assistant
Still wondering if Trulli is right for you? Here are answers to the most common questions.
00
Who is Trulli for?
Trulli is built for anyone who wants to offer funding as a service — credit repair specialists, consultants, accountants, business brokers, agencies, executive coaches, entrepreneurs, or established financial firms. Whether you’re starting small or scaling big, Trulli adapts to your needs.
01
Do I need coding or tech skills to use Trulli?
No—Trulli is 100% no-code. You can launch your funding business without developers immediately.
02
How does the AI funding analysis work?
Our AI analyzes your client’s credit profile, business data, and funding needs, then compares it against lender approval criteria. It generates a customized funding sequence with product recommendations, timing, and application strategies designed to maximize approval odds.
03
Does Trulli replace my CRM?
Trulli includes built-in deal tracking and task hub, so for many users it can serve as your core CRM for funding. If you already use a CRM, Trulli can complement it by focusing specifically on capital intelligence and deal flow.
04
Can I use my own branding?
Yes—our white-label option lets you deliver reports, portals, and documents under your own brand.
05
Which lenders are included?
You’ll have access to a growing database of more than 1,200 lenders across the U.S. This includes banks, credit unions, fintech platforms, private lenders, and niche industry-specific providers.
06
Is my client data secure?
Absolutely. We use bank-grade encryption and comply with financial data security standards.
07
What makes Trulli different from other funding platforms?
Most platforms only connect you to lenders. Trulli gives you an AI-powered capital partner — one that analyzes, sequences, and strategizes like a funding CEO. It’s not just a marketplace, it’s an operating system for running your own lending arm.
08
Can I upgrade or downgrade anytime?
Yes—plans are flexible. Upgrade as you grow, downgrade if needed. No hidden fees.
