Document the process while you run it
Start a capture, complete the reconciliation, close task, or client workflow, and let Trails record the sequence. Add the finance context that explains why the step matters, not only where to click.
Run every close from a process your team can reuse
Trails helps Controllers, Heads of Accounting, and Finance Operations leaders turn close, AP, audit, and client workflows into clear step-by-step guides and videos without rebuilding every SOP by hand.
The old way vs. with Trails
Your checklist can track whether the work is done. Trails captures how to do it correctly, including the context that usually lives in a senior accountant's head.
xThe old way
With Trails
The close checklist names the task, but the clicks, judgment calls, and exception paths still live in one accountant's head
Capture the real workflow with the context behind each step so someone else can run it with confidence
A senior accountant loses another afternoon walking a new hire through reconciliations, journal entries, and reporting
Give every new teammate a guide and video they can follow, replay, and search without another shadowing session
SOPs in Word and Google Docs drift out of date as systems, approvers, and internal controls change
Update the affected Trail once and keep the current process available everywhere it is shared
Audit walkthroughs become a scramble to reconstruct how a control is actually performed and what evidence is retained
Show the procedure clearly with consistent steps that reviewers and process owners can follow together
At an accounting firm, every bookkeeper develops a slightly different way to onboard clients and maintain their books
Standardize the firm's preferred workflow while preserving the client-specific notes that make the work accurate
From one walkthrough to a repeatable finance process.
Turn it into a guide and video
Trails creates clear written steps and a naturally narrated video from the same walkthrough. Teammates can skim the procedure, search for a step, or watch the full process.
Remove sensitive details before sharing
Use smart blur and on-device redaction to hide balances, account numbers, vendor data, payroll information, and client details before captured images are uploaded or shared.
Publish it into the finance stack
Link or embed the Trail in the accounting, close, knowledge, or collaboration tools your team already checks. Export a durable copy when a reviewer or client needs a file.
Close with less key-person risk.
Give every teammate the procedure behind the checklist, whether you are building an in-house accounting team or scaling a client services firm.
Controllers & accounting leaders
Keep the close moving when your expert is unavailable
Turn the unwritten details behind reconciliations, accruals, reporting, and controls into a process the whole team can run. Reduce key-person risk without asking senior accountants to become full-time documentation writers.
Finance operations & firm leaders
Deliver the same standard across entities and clients
Document onboarding, billing, payables, expense, and recurring bookkeeping workflows once. Give every operator a clear baseline, then add the entity or client context that changes the way the work should be handled.
What finance and accounting teams document with Trails
Capture the recurring work that keeps cash moving, books accurate, reviewers informed, and clients confident.
Month-end close and reconciliations
Capture bank and balance-sheet reconciliations, journal entries, accruals, consolidation steps, and reporting procedures with the details a checklist cannot hold.
AP, AR, billing, and spend
Standardize vendor setup, invoice processing, payment runs, customer billing, collections, expense review, and the exception paths that slow operators down.
Audit and controls walkthroughs
Show how a control is performed, where supporting evidence comes from, and which handoffs matter so process owners and reviewers start from the same procedure.
Client onboarding and recurring bookkeeping
Give every accountant the firm's preferred approach to chart-of-accounts setup, monthly bookkeeping, payroll support, sales tax, and client handoffs.
Put every answer where finance teams already look.
Link or embed Trails from the accounting, close, spend, knowledge, and collaboration tools your team checks throughout the cycle.
Accounting & ERP
Close, AP & spend
Knowledge & collaboration
Built for sensitive, review-heavy work.
On-device redaction
Hide financial and client details before captured images leave the device.
Guide and video together
Create written steps and a naturally narrated video from one walkthrough.
Searchable steps
Jump to the exact task or decision instead of scrubbing through a recording.
Team permissions
Control who can view, create, edit, and manage each procedure.
Version history
Keep every change and restore an earlier version when the process rolls back.
Client-ready branding
Give shared procedures a consistent, professional look without manual formatting.
Flexible export
Share a link or export to PDF, HTML, and Markdown for review and retention.
What our customers have to say
It helps us build critical docs quickly that are really easy for our customers to follow.
It's a user-friendly platform that lets us turn complex workflows into simple walkthroughs. It gives us speed on our end and usability on the customer's end. Exactly what we need when we don't have enough time.
Andy Ju
Head of Product at ClassRanked
It helped me stop being the single point of failure.
I'm director-level. I shouldn't be doing every small thing, and I definitely can't teach the same task on Zoom three or four times. Trails let me document it once and delegate with confidence.
Michael Silver
Special Projects Director at Degy Entertainment
It's simple, polished, and works across devices.
We're a public school district supporting a wide range of technology and the ‘how do I do this?’ questions never stop. Trails gives us a better way to create actionable training for parents and staff. It’s a no-brainer for us.
Adam McGraw
Director of Instructional Technology
The automatic video generation. It’s amazing.
Having the video AND the step-by-step instructions written out below with screenshots is killer. Great for all kinds of learning styles.
Mike Styer
Owner, Mike Styer Photography
It’s the easiest way I’ve found to create documentation that people actually use.
We previously used Scribe for guides, but still had to rely on tools like Canva and Vimeo for video. Trails feels like an AI-first approach: guide-to-video, video-to-guide, the full workflow in one place.
Fatima Jaferi
Sr. CS Enablement Manager at Canary Technologies
Listen to Fatima’s Story 👇
Frequently asked questions
No. Keep the systems your team already trusts. Trails helps you capture the detailed walkthrough behind each checklist item, then link or embed that guide wherever the team manages and completes the work.
The logos show common systems where finance and accounting teams capture workflows or share Trails; they do not all represent native, two-way integrations. You can use a share link or embed wherever the destination supports it. Confirm app-specific automation or data-sync requirements with our team.
Yes. Smart blur and on-device redaction help you hide account numbers, balances, vendor details, payroll information, client data, and other sensitive fields before captured images are uploaded or shared.
Use the browser extension for web-based workflows. For a desktop-specific process, import an existing screen recording and turn it into a step-by-step Trail, then review the wording and redactions before publishing.
Yes. Share the Trail with the appropriate access settings or export it to PDF, HTML, or Markdown when a reviewer or client needs a file. Per-guide permissions help control who can view and change the source procedure.
Edit the affected Trail and keep the current procedure available anywhere it is shared. Version history preserves earlier changes so the team can restore a previous version when needed.
Capture the firm's preferred baseline for onboarding, bookkeeping, close, payroll support, tax preparation, and client handoffs. Duplicate or adapt the procedure when a client's systems, policies, or approval paths require a different version.
Yes. Multiple teammates can create and edit content in a shared workspace. Viewer, editor, and admin roles, plus per-guide permissions, control who can access and change each guide.
