Run your whole book from one place.
The portfolio, the reviews, the billing and a network of peers, in one login. Trellis reads each client's accounts and drafts the senior review, so your hours go on judgment, not prep, across every client you run.
Free while in beta. No card required.
Cash-generative on paper, but £216k of receivables against £43k of cash is the real risk. Collect it before the VAT and corporation tax fall due.
What you get
Trellis is the operating platform for a fractional or interim finance leader. The reading, the prep and the admin, handled, so your hours go on judgment and clients, not spreadsheets and chasing.
Portfolio hub
Every company you run in one view. Cash, runway and burn across the whole book, most urgent first, so nothing slips across five, ten or fifteen clients.
A read on every client
Connect Xero or drop in the accounts and Trellis reads them like a senior finance hand: the priorities to act on, the cash and working-capital picture, the risks and the questions to put to management. It does the prep; you bring the judgment.
Back-office and billing
Invoicing, contracts and payments handled on the platform. You get paid faster and spend less of your month on admin and chasing.
The network
Peers to call on, a shared template library, and referrals when you're full or a client needs a specialist you can pass it to.
How it works
Connect each client
Bring in the companies you run and connect Xero or drop in the accounts. Cash, burn and runway populate themselves.
Get the read
Trellis drafts a senior review for each client: the priorities, the cash risks and the questions for management. You refine and decide.
Run the whole book
Invoice, get paid, and lean on a network of peers, all from one login.
Not on your own
A team around you, on the days you need one
Ask the network
A room full of finance leaders who have raised, exited and closed the deal you're staring at. Post a question, get a straight answer.
Shared template library
Board packs, models and month-end checklists the network has built and refined. Start from a proven template, not a blank page.
Run more clients, less of the grunt work
Keep your clients and your brand. Let Trellis handle the reading, the prep and the back-office, so more of your book fits in the same week. Free to start.
Start free