Trelium
Trelium builds AI agents that handle purchase order entry, invoice matching and ERP workflows inside the tools you already use.
Trelium is worth a serious look if your operators spend their week re-keying emailed purchase orders and chasing invoice mismatches. The connector set for promotional products — Printavo, ShopWorks, SAP Business One, SAGE Connect, Syncore — plus a browser agent that handles supplier portals is exactly where generalist tools like Zapier and n8n leave you building the hard part yourself. Start on Growth at $900/month billed yearly unless your first rollout is genuinely one process; Starter tops out at 2 to 3 org-wide agents. Run one real workflow on the 30-minute live automation call before you commit.
Verified 8h ago · liveness 78/100 · cite: rightaichoice.com/tools/trelium
- Branded merchandise distributors fielding high volumes of emailed purchase orders
- Decorators and print shops running daily operations in Printavo or ShopWorks
- Finance and AR teams automating NetSuite, SAP Business One or MYOB order entry and invoice vouching
- Mid-market operations leaders who need audit logs and approval gates before scaling AI
- One-person micro-shops with only a handful of orders a month
- Teams wanting to hand-build agents on raw APIs without vendor support
- Businesses whose workflows already run cleanly through structured, API-only systems
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Skip Trelium if your operational workflows already run cleanly through structured, API-only systems where every step fires without a human reading an email or a PDF.
Credits are consumed on both agent builds and agent runs, so rebuilding an agent mid-rollout burns budget before it ever does production work.
Growth at $900/month billed yearly is the vendor's recommended default and sits where a mid-market ops team automating four to five processes would land. Starter at $450/month billed yearly only makes sense for a single narrow rollout. Against generalist tools — Zapier, n8n — Trelium costs meaningfully more per month but replaces the engineering hours you would spend building browser automation and ERP connectors yourself.
In short
Trelium — Trelium builds AI agents that handle purchase order entry, invoice matching and ERP workflows inside the tools you already use. Best for Branded merchandise distributors fielding high volumes of emailed purchase orders, Decorators and print shops running daily operations in Printavo or ShopWorks, Finance and AR teams automating NetSuite, SAP Business One or MYOB order entry and invoice vouching. Plans from $450/mo.
What's new in Trelium
Checked todayAcross the latest 5 updates: 1 feature update, 1 changelog entry and 3 news mentions.
v1.5.10: Revise Open MYOB Sales Orders With Concurrent-Change Protection
Workflows can edit an open MYOB sales order — shipping details, PO number, promised date, salesperson, comments and line items — and stop rather than overwrite if someone else changed it at the same time. Also adds account selection when multiple accounts are connected.
Distributor PO to Decorator Order: An Automation Blueprint
Step-by-step guide for decorators turning a distributor purchase order into a production-ready order without losing placement, decoration method or artwork.
Automating ShopWorks Order Entry and Order Status With AI
Trelium details automating ShopWorks OnSite order entry, PO intake, status replies and production reporting while ShopWorks stays the system of record.
v1.5.9: Faster Chat Deletion and Tab Fixes
Speeds up chat deletion, keeps follow-ups in the same chat and fixes Chat History flashing and workspace tab mix-ups when switching quickly.
Handling Purchase Order Changes After Entry
Walkthrough of tracking what changed on an in-flight PO, checking what is already ordered, scheduled or proofed, and keeping one version of truth.
Viability Score
How well maintained and how widely used is Trelium? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Purchase order entry from emailed PDFs and attachments
- Invoice-to-PO matching with line-by-line mismatch flagging
- Order status auto-replies drafted from live order data
- Quote creation and quote follow-up automation
- Vendor monitoring and follow-up agents
- Approval routing and human review gates for exceptions
- Plain-English workflow builder with no coding required
- Trigger-based execution from incoming email and events
- Unstructured data extraction from email, PDFs and spreadsheets
- Self-building, self-repairing browser agent scripts
- Multi-step logins, SSO and TOTP handling that survives failed sign-ins
- Multi-credential connections with headers, query params, nested JSON and Basic auth (v1.5.2)
- Edit open orders in place with concurrent-change protection (v1.5.10)
- Multiple connected accounts per app with explicit account selection
- Post-entry purchase order change tracking with one version of truth
About Trelium
Trelium is an AI agent-building platform run by San Francisco-based Questom Inc., backed by Y Combinator and staffed by engineers from Apple, Google and Tesla. You bring a repeatable operational workflow — emailed purchase orders typed into Printavo or ShopWorks, supplier invoices matched line by line against POs in NetSuite, "where's my order?" replies, quote follow-up, vendor chasing when dates slip — and Trelium builds an agent that reads the unstructured request, extracts structured fields, checks them against your business rules, updates the system of record and drafts the customer reply. Exceptions route to a person through approval gates, and every run keeps audit logs. It is not a generic chatbot or a trigger-based automation tool. The company positions Trelium as an execution layer for processes that need deterministic steps plus human review. A live dashboard tracks agent health, blocked tasks and credit consumption, and agents can be shared org-wide so one team's build gets reused elsewhere. The browser agent is the differentiator for teams stuck on supplier portals and tools with thin APIs: it builds, tests, reuses and repairs its own scripts, survives multi-step logins, SSO and TOTP failures, and since v1.5.2 supports connections needing several API keys or tokens at once. Promotional products and branded merchandise is the home turf — Trelium is a PPAI recognized solution provider (#903934) — with manufacturing, law firms and higher education also in the mix. Pricing is credit-based with every feature on every tier; tiers differ by monthly credits and how many processes you automate, starting at $450/month billed yearly for Starter and $900/month billed yearly for Growth.
Behind the Verdict
The honest case for Trelium is narrow and strong: it does purchase-order intake and invoice matching for order-management-heavy businesses, and it does it inside the systems those businesses already run. The use cases on the site are concrete rather than aspirational — PO entry from emailed PDFs into Printavo, invoice-to-PO matching across NetSuite and email, order-status auto-replies drafted from live order data, artwork files moving from Airtable to Box on a status change. Those are the tasks the company says its customers were doing by hand, and the customer quotes it publishes come from CFOs, CEOs and VPs at apparel and gifting companies rather than developer tools. The engineering that matters most is in the browser agent. Across v1.5.0 to v1.5.10 (October 2026) Trelium shipped self-repairing browser steps, multi-step logins with SSO and TOTP handling, credential retention after failed sign-ins, automatic retry on interrupted file transfers, multi-credential connections for services like SkuVault in v1.5.2, and in v1.5.10 the ability to open and revise an existing MYOB sales order — including line items, promised date and PO number — with an explicit stop rather than an overwrite if someone else changed the order at the same time. That last detail is the sort of concurrency guard you only build after being burned by it, and it is a better signal of maturity than any feature list. Where it will not fit: teams that want to hand-assemble agents on raw APIs, teams whose workflows already run cleanly through structured API-only systems, and one-person shops with a handful of orders a month. Credit-based pricing means high-frequency, high-volume run loads are the thing to model carefully before signing — credits are consumed on agent builds and agent runs, so a workflow that fires hundreds of times a day behaves very differently from one that fires daily. Trelium publishes an ROI calculator that assumes roughly 70% of repeatable-work time is returned; treat that as a planning estimate, not a promise. Procurement teams should note the security posture as stated: SOC 2 Type II is in progress, not complete. Per-account encryption keys that are never shared between customers, audit logs and human review gates are all there, and Enterprise offers on-premises, private cloud or Trelium Cloud deployment with US or EU data residency — but if a completed SOC 2 Type II report is a hard gate for your buying process, that gate is not yet met.
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Real-world workflow fit
Concrete scenarios for the personas Trelium actually fits — and what changes day-one when you adopt it.
Emailed purchase orders land in a shared inbox as PDFs with a dozen line items each. You point a Trelium agent at the inbox, it extracts the fields, checks them against your rules and writes the order into Printavo.
Outcome: Orders that took a person minutes each to type get entered automatically, and anything ambiguous — missing item numbers, conflicting ship dates — arrives in the review queue instead of in a spreadsheet.
Supplier invoices arrive by email and need line-by-line matching against POs. The agent compares each line, flags mismatches, vouches the clean ones into NetSuite and routes the rest for review.
Outcome: Your team stops chasing vendors over every mismatch and works only the exceptions, with an audit log showing what the agent matched and when.
Order status questions and post-entry PO changes both arrive by email. Agents look up the live order, reply with current status, and revise open orders in place — including line items and promised dates — while refusing to overwrite a change someone else made.
Outcome: Fewer status emails typed by hand and one version of truth on in-flight orders, with order revisions that stop rather than silently clobber a colleague's edit.
Use Cases
- Automate PO entry from emailed purchase orders into Printavo in under 2 minutes.
- Match incoming supplier invoices to POs across NetSuite and email without manual checking.
- Auto-reply to order status requests by looking up the order and sending a customer-ready response.
- Move artwork files from Airtable to Box folders automatically when status changes.
- Trigger vendor follow-up emails when order dates slip beyond a threshold.
- Automate quote creation and follow-up from email inquiries into your order management system.
- Automate MYOB sales order entry and accounts receivable follow-up while MYOB stays the system of record.
- Wire SAGE Connect product, order, inventory and customer data into workflows across Gmail and your OMS.
Models Under the Hood
as of 2026-10-15
Limitations
- Trelium targets defined operational workflows — PO entry, invoice matching, order-status replies, quote follow-up, reporting — rather than general-purpose use, so if your need is open-ended reasoning or content work this is the wrong shape of tool.
- Human review and approval gates are built in for sensitive tasks, which means full hands-off autonomy is not the intended default where judgment or sign-off matters.
- Pricing is credit-based: credits burn on both agent builds and agent runs, so a high-frequency workflow can outrun the published tier sizes, and the vendor's own ROI calculator calls its 70% time-return figure a planning estimate.
- SOC 2 Type II is described on the site as an audit in progress rather than complete.
- Verifiable details about the underlying AI models are not disclosed in the available site evidence.
as of 2026-10-18
Verification history
We have re-verified Trelium 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 9 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Trelium tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Starter
$450/mo billed yearly
Ideal for
A team proving one or two processes — 250K monthly credits and 2 to 3 org-wide agents — before committing to a wider rollout.
What this tier adds
Starting tier: every Trelium feature included, 250K monthly credits, 2 to 3 org-wide agents, email and in-app support.
Growth
$900/mo billed yearly
Ideal for
Mid-market ops teams automating four to five processes who need room to prove value across multiple workflows.
What this tier adds
Adds 500K monthly credits and 4 to 5 org-wide agents over Starter, plus higher priority support with a Slack channel; the vendor's recommended default.
Enterprise
Custom
Ideal for
Organizations automating six or more business processes or running high-volume work that needs custom credits and a contract.
What this tier adds
Custom credits and process count, an SLA, a phone line you can call anytime, and on-premises, private cloud or Trelium Cloud deployment with US or EU data residency.
Where the pricing makes sense
The company stage and team size where Trelium's pricing actually pencils out — and where peers do it cheaper.
Growth at $900/month billed yearly is the vendor's recommended default and sits where a mid-market ops team automating four to five processes would land. Starter at $450/month billed yearly only makes sense for a single narrow rollout. Against generalist tools — Zapier, n8n — Trelium costs meaningfully more per month but replaces the engineering hours you would spend building browser automation and ERP connectors yourself.
Setup time & first value
How long it actually takes to get something useful out of Trelium — broken out by persona, not the marketing-page minute.
Vapor Apparel's CFO reports building their first automations in a day. Most teams start by bringing one real workflow to a 30-minute live automation call, where Trelium automates it on your actual software and you decide afterwards whether to keep the agent — so first value on a single process is measured in days, not a quarter.
Switching to or from Trelium
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual email-and-spreadsheet PO entry: point an agent at the shared inbox and let it write into Printavo or ShopWorks instead of a person typing.
- →From Zapier or n8n: rebuild the workflow in plain English and keep the browser steps for supplier portals that have no API.
- →From a custom internal script: replace the script with a Trelium agent that keeps audit logs and human review gates on the same steps.
- ↗To Zapier or n8n: straightforward for trigger-and-post workflows, but you lose the self-repairing browser agent and would rebuild portal steps by hand.
- ↗To a bespoke internal build: feasible when your workflows are API-only and you no longer need vendor-maintained ERP connectors.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Trelium”, and we withheld 6: 6 could not be judged, because “Trelium” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Trelium.
Official links
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Featured Head-to-Head Comparisons
Trelium vs Presto Voice
Presto Voice and Trelium serve completely different verticals. Presto Voice is purpose-built for drive-thru QSR chains seeking revenue lift via automated ordering and upselling, while Trelium automates back-office supply chain workflows for branded merchandise distributors. Choose based on your industry: if you're a multi-location restaurant chain, go with Presto Voice; if you're a promo products company drowning in PO emails, pick Trelium.
Trelium vs Truleo
Truleo and Trelium serve completely different verticals. Choose Truleo if you run a law enforcement agency drowning in siloed data and need automated case leads; Trelium if you're in promotional products and need to automate purchase order entry and vendor follow-ups. Both reduce manual work, but their features, integrations, and target users do not overlap. Buy based on your industry — no tool fits both.
Trelium vs Bitsgap
These tools serve entirely different needs. Bitsgap is for crypto investors seeking automated trading across exchanges; Trelium is for branded merchandise ops teams automating PO and invoice workflows. Choose based on your industry: crypto trading or promotional product supply chain.
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