Simplify your financial life. Our intuitive app makes managing your money effortless.
Simplify your financial life. Our intuitive app makes managing your money effortless.
Simplify your financial life. Our intuitive app makes managing your money effortless.
0.0M+
0.0M+
Trusted to use by millions users over 140 countries
Trusted to use by millions users over 140 countries
Trusted to use by millions users over 140 countries
Partnering with top tier brands to revolutionize financial services.
FINANCE MANAGEMENT
Partnering with top tier brands to revolutionize financial services.
FINANCE MANAGEMENT
Partnering with top tier brands to revolutionize financial services.
Connections
From banks and credit unions to fintechs, private lenders, and venture funds — Trulli instantly connects every client to the right funding source.
Trulli gives you the speed, automation, and lender access to scale your funding business without the chaos.
How it works
Trulli turns you into the ultimate resource for your clients. With intelligent analysis, lender matching, and capital roadmaps, you’ll help your clients reach their goals faster and position yourself as the expert who makes it happen.
Send Out 2 New Offers
Due on 2nd july
Complete Deal Analysis For RBD LLC
2 days ago
Credit Analysis For James
Cancelled by user
Lender List For Ontario Deal
70% prepared
Payment reminder
sent to selected clients
Send Out 2 New Offers
Due on 2nd july
Complete Deal Analysis For RBD LLC
2 days ago
Credit Analysis For James
Cancelled by user
Lender List For Ontario Deal
70% prepared
Payment reminder
sent to selected clients
Step 1
Credit Analysis
Credit Analysis
AI instantly breaks down your client’s credit and business profile to reveal what’s holding them back and how they can qualify for more capital. No spreadsheets or guesswork, just clear insights that put you in control of every funding conversation.
AI instantly breaks down your client’s credit and business profile to reveal what’s holding them back and how they can qualify for more capital. No spreadsheets or guesswork, just clear insights that put you in control of every funding conversation.
Step 2
Lender Matching
Lender Matching
Trulli matches your client to the right banks and lenders in seconds. It uses credit logic, a sequencing strategy, and our built-in Rolodex of 500+ funders to find the best-fit capital stack for each unique profile.
Trulli matches your client to the right banks and lenders in seconds. It uses credit logic, a sequencing strategy, and our built-in Rolodex of 500+ funders to find the best-fit capital stack for each unique profile.
Lender Matching in Progress…
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Opened
Analysed
Reviewed
Lender Matching in Progress…
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Opened
Analysed
Reviewed
Hey Jesse!
This is your Current Deals Overview
+
$41,000.00
Deals Overview
Mo
Tu
We
Th
Fr
Sa
Su
New Potential Deal
$90,000
Deal Closed
$39,191
Deal Closed
+129.191$
Hey Jesse!
This is your Current Deals Overview
+
$41,000.00
Deals Overview
Mo
Tu
We
Th
Fr
Sa
Su
New Potential Deal
$90,000
Deal Closed
$39,191
Deal Closed
+129.191$
Step 3
Capital Blueprint Delivery
Catch Top Deals with Trulli
Build professional, white-labeled funding plans on the spot that make you the go-to expert for your clients. Each client receives a full capital roadmap that clearly outlines their best path to funding. You get the power to close deals faster, grow revenue, and operate like a top-tier capital partner with no extra team members or complexity.
Build professional, white-labeled funding plans on the spot that make you the go-to expert for your clients. Each client receives a full capital roadmap that clearly outlines their best path to funding. You get the power to close deals faster, grow revenue, and operate like a top-tier capital partner with no extra team members or complexity.
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.
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.
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.
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.
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.
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.
Embedded Finance Infrastructure - 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.
Embedded Finance Infrastructure - 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
“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”
Jenna Morales
Business Broker
“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”
Theo B.
Executive Coach
“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”
Mario A.
CPA & Tax Strategist
“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”
Priya Nair
Marketing Agency Owner
“In credit repair, clients eventually want to leverage their improved credit. Instead of sending them away, I can hand them a funding plan branded as mine. Trulli turned me from just fixing credit into running a real funding business.”
Tasha L.
Credit Repair Specialist
“I always wanted to start my own business but I didn’t know where to begin. Trulli gave me everything I needed to launch a funding brokerage in minutes. Now I help other business owners get access to the capital they need, and I built a company of my own in the process.”
Ryan S.
Entrepreneur & Funding Broker
“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”
Jenna Morales
CEO
Business Broker
“I’m a business broker and the hardest part of closing deals was always the financing hurdle. With Trulli I have an AI partner that analyzes deals, lines up lenders, and shows buyers exactly how to get funded. It makes my brokerage far more competitive.”
Jenna Morales
CEO
Business Broker
“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”
Theo B.
Manager
Executive Coach
“As an executive coach I help leaders scale their companies. Capital is always part of that conversation. Trulli lets me provide an actual funding solution, not just advice. It makes my coaching practice more valuable and sticky.”
Theo B.
Manager
Executive Coach
“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”
Mario A.
Designer
CPA & Tax Strategist
“As a tax accountant, my clients constantly ask me where to get capital. Before Trulli I had to refer them out. Now I can generate full funding blueprints under my own brand in minutes. I added a new service line and turned it into a six figure revenue stream.”
Mario A.
Designer
CPA & Tax Strategist
“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”
Tina Rossell
Founder
Reindeer Hub
“We run a marketing agency and our clients often need ad spend financing to scale. With Trulli we set up a white label portal that makes us look like we have an entire funding division. Now we don’t just drive growth, we help fund it.”
Tina Rossell
Founder
Reindeer Hub
“We needed a quick turnaround, and Daniel delivered a Framer site that was not only fast but visually stunning. Highly recommend.”
Jenna Morales
Design Lead at LaunchNest
“We needed a quick turnaround, and Daniel delivered a Framer site that was not only fast but visually stunning. Highly recommend.”
Jenna Morales
Design Lead at LaunchNest
“His attention to detail is unmatched. Our mobile app now feels intuitive and premium—our users noticed the difference right away.”
Theo Barnes
Product Manager at Driftly
“His attention to detail is unmatched. Our mobile app now feels intuitive and premium—our users noticed the difference right away.”
Theo Barnes
Product Manager at Driftly
“Working with Daniel felt like working with a creative partner, not just a designer. He brought clarity and elegance to our digital presence.”
Marcus Allen
CEO at Wellnest
“Working with Daniel felt like working with a creative partner, not just a designer. He brought clarity and elegance to our digital presence.”
Marcus Allen
CEO at Wellnest
“Daniel took our messy vision and turned it into something polished, clear, and effective. He truly understands design with purpose.”
Priya Nair
Co-Founder at Kinfolk Goods
“Daniel took our messy vision and turned it into something polished, clear, and effective. He truly understands design with purpose.”
Priya Nair
Co-Founder at Kinfolk Goods
“Professional, thoughtful, and fast. Our new website is not only beautiful but has increased engagement by over 40%.”
Kevin Yates
Director at Elevate Legal
“Professional, thoughtful, and fast. Our new website is not only beautiful but has increased engagement by over 40%.”
Kevin Yates
Director at Elevate Legal
“He just gets it. Daniel has an instinct for what a brand needs, even when you’re still figuring it out yourself.”
Lucia Romero
Founder at Supply Co.
“He just gets it. Daniel has an instinct for what a brand needs, even when you’re still figuring it out yourself.”
Lucia Romero
Founder at Supply Co.
Our Packages
Discover our Packages
Trulli gives you the speed, automation, and lender access to
scale your funding business without the chaos.
Basic
Perfect for startups and small teams
$149
/month
Features Included:
Up to 10 users
Up to 10 users
Smart pipeline management
Smart pipeline management
AI-driven sales insights
AI-driven sales insights
5 automation workflows
5 automation workflows
Email & chat support
Email & chat support
Pro
Perfect for startups and small teams
$499
/month
Features Included:
Up to 10 users
Up to 10 users
Up to 10 users
Up to 10 users
Up to 10 users
Pro
Perfect for startups and small teams
$499
/month
Features Included:
Up to 10 users
Up to 10 users
Up to 10 users
Up to 10 users
Up to 10 users
Got questions?
We’ve got answers.
Got questions?
We’ve got answers.
Still wondering if Trulli is right for you? Here are answers to the most common questions.
05
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.
05
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.
Pro Tips
How AI is Changing the Way Entrepreneurs Access Capital
AI isn't just a buzzword. It’s transforming how entrepreneurs find, evaluate, and secure business funding. Here's how smart capital intelligence is reshaping the game.
Pro Tips
How AI is Changing the Way Entrepreneurs Access Capital
AI isn't just a buzzword. It’s transforming how entrepreneurs find, evaluate, and secure business funding. Here's how smart capital intelligence is reshaping the game.
How it works
How Trulli Works
in 3 Simple Steps
Trulli gives you the speed, automation, and lender access to scale your funding business without the chaos.
Send Out 2 New Offers
Due on 2nd july
Complete Deal Analysis For RBD LLC
2 days ago
Credit Analysis For James
Cancelled by user
Lender List For Ontario Deal
70% prepared
Payment reminder
sent to selected clients
Send Out 2 New Offers
Due on 2nd july
Complete Deal Analysis For RBD LLC
2 days ago
Credit Analysis For James
Cancelled by user
Lender List For Ontario Deal
70% prepared
Payment reminder
sent to selected clients
Step 1
Credit Analysis
We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.
Step 2
Lender Matching
We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.
Lender Matching in Progress…
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Opened
Analysed
Reviewed
Lender Matching in Progress…
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Jack Daniel
Owner
21 Matches
E-mail
justin@main.com
Company
Xavier LLC
Gorge Chapel
Owner
Not Qualified
E-mail
gorge@mail.com
Company
Chapel LLC
Mike Tylor
CFO
39 Matches
E-mail
mike@Cmb.com
Company
CMB LLC
Thomas Shelby
Founder
Incomplete Analysis
E-mail
Thimas@Sby.com
Company
Shelby.co
Opened
Analysed
Reviewed
Hey Jesse!
This is your Current Deals Overview
+
$41,000.00
Deals Overview
Mo
Tu
We
Th
Fr
Sa
Su
New Potential Deal
$90,000
Deal Closed
$39,191
Deal Closed
+129.191$
Hey Jesse!
This is your Current Deals Overview
+
$41,000.00
Deals Overview
Mo
Tu
We
Th
Fr
Sa
Su
New Potential Deal
$90,000
Deal Closed
$39,191
Deal Closed
+129.191$
Step 3
Top Deals with Trulli
We help you streamline internal operations by automating manual workflows like data entry, reporting, and approval chains saving time and cutting down errors.
You AI Capital Co-Pilot
Launch Your
Ai-Powered Capital Desk in 5 Minutes. Built for Everyone
Streamline your funding process with AI-powered insights, comprehensive deal management, and intelligent analytics.
