TridentERP in 5 minutes

The live demo is a real workspace with seeded books for two companies. Everything you change is reset overnight, so click freely. Here is a route through it that shows the parts people ask about most.

On the web: five stops

1. 1

   Dashboard: the figures are live

   Open the dashboard of “TridentERP Demo”. Every number is computed from the ledger. Click “Revenue YTD” and follow it to the trial balance, then the account card, then the invoice that produced it. Three clicks from a total to a source document.

2. 2

   Invoices: drafts stay drafts

   Go to Finance → Client Invoices. Create a draft invoice for any client with two lines. Notice that nothing reaches the ledger until you press “Post”; the same rule applies to AI-drafted documents and to the mobile app.

3. 3

   Reports: one ledger, every statement

   Open Reports → Balance Sheet Report and Profit and Loss Report. Expand a section down to accounts; the contra-asset group shows accumulated depreciation as a negative amount with an explanation. Aging Schedule Report switches between receivables and payables.

4. 4

   People: who is in today

   Under People, open “Who is in”. It shows who is working, who is away and why, and marks a weekend or a holiday as a day off. Then open Employee Leaves and approve or reject a pending request; the balance updates immediately.

5. 5

   AI where it saves typing, not judgement

   In Finance → Supplier Bills use “Import bill (AI)” with a PDF or a photo: the draft is filled line by line for you to check. Ask the finance copilot a question about the numbers. The answer is grounded in this workspace only, and posting still needs a person.

On the phone: three stops

1. 1

   Pick a company

   The demo account belongs to two companies. Pick one; the tabs you see follow that company’s roles and permissions, exactly as on the web.

2. 2

   Overview and reports

   Receivables and payables with overdue amounts, this month’s profit, balance sheet totals. Tap any tile for the report with account-level detail.

3. 3

   Me: hours, leave, payslips

   Log hours against a project, request leave and watch the balance, open a payslip. As HR, open “Who is in” from the header and approve a request from the phone.