01
CONNECT EVERYTHING
Your ERP, your subledgers, your budget files, your operational systems. Truzer reads them through read-only connectors in hours. No rip-and-replace. No IT ticket queue.
SOLUTION · VISUAL ONTOLOGY FOR GL NAVIGATION
· FINANCE
Visual Ontology for General Ledger Navigation. Real-time budget visualizations with AI insights.
Traditional GL reports are rigid, slow, and require endless Excel exports. Truzer turns your entire General Ledger into a living, interactive visual ontology, so you can navigate from high-level groups down to monthly actuals vs. budget in seconds, spot variances immediately, and get clear AI explanations.
FOUNDERS
Built by operators who close the books, not teach about closing them.
Craig and Michael have spent 10+ years aggregating the complex for 1,000+ organizations. They watched Controllers chase reconciliation drift, FP&A managers rebuild monster models every month, and CFOs walk into board meetings unable to defend a variance they could not drill into. Truzer.ai is what they built so finance teams stop hunting through static reports and start navigating the general ledger like an ontology.
Book a Founder CallTHE TEAM USING TRUZER
This is the team using Truzer for Visual General Ledger Navigation.
Summit Dynamics, a mid-market manufacturing company. Four operators. One general ledger. One ontology.
RB
Ryan Bennett
The ultimate architect of capital allocation and the board narrative. When a board member texts him about a gross margin contraction, he needs an immediate, infallible answer. Success for Ryan is radical autonomy.
LZ
Lazer
Truzer AI Assistant. Your always-on finance co-pilot.
PROBLEM → OUTCOME
Why finance teams lose visibility into the general ledger.
The ledger holds every answer. The interface around it hides them.
The model lives in a spreadsheet, not in the ledger.
Every close, finance exports the GL, rebuilds the chart of accounts in a spreadsheet, and prays the formulas hold. The ledger updates. The spreadsheet does not. Any change to the chart of accounts shatters the model.
Variance shows up as a number, not a story.
The dashboard names the overage. It cannot name the vendor, the cost center, or the transaction memo behind it. So the question gets thrown back to finance. And the answer arrives in a thread of emails, hours after it mattered.
The tie-out is fundamentally flawed.
Subledger balances refuse to match. Manual journal entries lack traceable support. The reconciliation file shows a variance the team cannot explain. So the file gets redesigned. Again. And the close stretches another day.
HOW IT WORKS
How Ryan navigates and understands his General Ledger in 5 steps.
In just five clicks and two quick conversations with Lazer, Ryan goes from “I need to check the budget” to full visibility, clear explanations, and ready-to-share insights.
- 01 Step 1: Land on the visual ontology and start navigating
- 02 Step 2: Spot the alert and drill into the problem
- 03 Step 3: See every off-budget GL account with full variance details
- 04 Step 4: Ask Lazer to explain the variances and draft a team email
- 05 Step 5: Ask Lazer to generate a comparative P&L
Ryan opens Truzer and lands on the live General Ledger Ontology. He clicks the top-level General Ledger Groups node. It expands instantly into General Ledger Account Descriptions. One more click reveals Actuals, Budget, and Monthly Breakdowns in a clean hierarchical view.
As he explores, Ryan notices a red alert badge on the Budget node. He clicks it.
The main canvas updates instantly with a clean, sortable table showing all GL accounts that are off budget, including exact dollar variance, percentage variance, and 6-month trend sparklines. Everything is color-coded for instant recognition.
“Explain these budget differences and draft an email to the finance team with recommended actions.”
Lazer instantly provides a clear summary of the root causes and suggests three prioritized actions. It also drafts a professional email that Ryan can review, tweak, and send directly from Truzer.
Ryan continues in the chat:
“Create a profit and loss statement comparing actuals to budget so I can see the full impact of these variances at the aggregated level.”
Lazer instantly generates a clean P&L statement with variance columns and highlights the material budget impacts.
5–8 days
is the average time mid-market finance teams spend on month-end close, against a top-quartile benchmark of 1–2 days. The gap lives between the ledger and the spreadsheet. The ontology closes it.
APQC, Cross-Industry Open Standards Benchmarking — Finance Close Cycle Time, 2024
WHY TRUZER
Two ways to navigate your GL in 2026. One is built for operators.
The ontology IS your general ledger. Every variance, every actual, every transaction, one navigable surface.
Feature
Without Truzer
With Truzer
GL drill-down
✕
Saved searches and arcane logic
✓
Click any node, see the transaction
Variance explanation
✕
A number on a dashboard
✓
A root-cause narrative from Lazer
COA change impact
✕
Rebuild the monster spreadsheet
✓
The ontology updates in place
Tie-out integrity
✕
Redesigned file, every quarter
✓
Every line traces to its journal entry
Board package speed
✕
Three days of Excel wrestling
✓
Generated by Lazer in minutes
Deployment
✕
Months of integration before go-live
✓
Live in 48 hours, on top of your stack
Commitment
✕
Multi-year contracts and vendor lock-in
✓
Month-to-month, cancel anytime
GL drill-down
Without
✕
Saved searches and arcane logic
With Truzer
✓
Click any node, see the transaction
Variance explanation
Without
✕
A number on a dashboard
With Truzer
✓
A root-cause narrative from Lazer
COA change impact
Without
✕
Rebuild the monster spreadsheet
With Truzer
✓
The ontology updates in place
Tie-out integrity
Without
✕
Redesigned file, every quarter
With Truzer
✓
Every line traces to its journal entry
Board package speed
Without
✕
Three days of Excel wrestling
With Truzer
✓
Generated by Lazer in minutes
Deployment
Without
✕
Months of integration before go-live
With Truzer
✓
Live in 48 hours, on top of your stack
Commitment
Without
✕
Multi-year contracts and vendor lock-in
With Truzer
✓
Month-to-month, cancel anytime
Pick a side.
One side keeps you guessing in the next board meeting. The other one tells you the truth in 60 seconds.
HOW TO DEPLOY
From Excel exports to a navigable general ledger.
Every Controller we have worked with had the same starting state: a GL that worked, surrounded by tools that did not. Here is how Truzer fixes the surround.
02
SEE EVERYTHING
Truzer builds a living, interactive visual ontology of your general ledger. Every group, every account, every dimensional context, visualized as one navigable surface.
03
KNOW EVERYTHING
Click any node. Truzer surfaces the underlying journal entries, the variance drivers, the six-month trend, the source invoice. Drill from the board number to the transaction in seconds.
04
ACT ON EVERYTHING
Truzer's Lazer AI explains the variance, drafts the team email, and generates the comparative P&L. Grounded in your ledger. Auditable end to end.
INTEGRATIONS
Built to extend your ERP, not replace it.
Truzer reads from the systems you already run. No data migration. No ERP swap. No 18-month rollout.
Truzer + your ERP
Plug Truzer into NetSuite, Sage Intacct, SAP, Workday, Dynamics 365, QuickBooks, or Xero. The ontology starts building the moment the connection is live.
THE DEEP DIVE
Variance Reporting: The Operator's Guide.
The 40 hours every Controller loses each month to reconciliation hide inside the gap between the trial balance and the board package. Here is the operator's playbook for closing it.
FAQ
Frequently Asked Questions
Q What is a visual ontology for the general ledger?
A visual ontology is a live, semantic map of every account, entity, dimension, and budget version in your general ledger. Instead of rows in a saved search or columns in an Excel export, you see the GL as a navigable surface. Click a top-level group, see its account descriptions. Click an account, see actuals, budget, and the source transactions. The ontology IS the digital twin of your ledger.
Q Does this replace my ERP?
No. Truzer reads from your existing ERP, NetSuite, Sage Intacct, SAP, Workday Adaptive, Dynamics 365, QuickBooks, or Xero, through read-only connectors. The ERP stays the system of record for transactions. Truzer sits on top, building the live ontology so you can navigate, explain, and report from a single semantic model. No migration. No swap. No 18-month rollout.
Q How does Truzer's Lazer AI explain a variance?
Lazer is the Truzer AI assistant. When you click a red alert badge, Lazer reads the underlying journal entries, the six-month trend, the vendor and cost-center context, and the transaction memos. It returns a root-cause narrative grounded in your ledger, not a hallucinated summary from a generic LLM. Lazer can also draft the team email and generate the comparative P&L on request, just like Craig demos in Steps 4 and 5.
Q How long does it take to deploy Truzer on our GL?
Most teams are live in 48 hours. The ontology starts building the moment the read-only connector is established. No schema design. No semantic model to map. No IT project to scope. Average time from first connector to live ontology across the Truzer customer base: 48 hours.
Q What happens when our chart of accounts changes?
The ontology updates in place. Adding a new cost center, splitting a department, or restructuring a GL group does not break the model. The semantic relationships reflect the change at the next refresh. No rebuild step. No broken Power Query. No FP&A analyst spending the weekend reconciling the monster spreadsheet to the new COA.
Q Will my external auditor accept what Truzer produces?
Truzer produces an immutable audit trail in which every reported line traces back to the underlying journal entry in your general ledger. The financial statements are an output of the live ledger, so there is no rebuild step where reconciling adjustments live outside the GL. External auditors get full lineage from the consolidated number down to the source transaction. The audit-prep review compresses from days to hours.
Q How is Truzer different from a BI tool like Power BI?
Power BI and Tableau are presentation layers bolted onto data extracts. They require an FP&A analyst to build a star schema, maintain a DAX model, and rebuild the workbook every time the chart of accounts changes. Truzer is not a presentation layer. The ontology IS the digital twin of your GL, a semantic model that updates in place, drills to the journal entry, and explains the variance. Same data, completely different operating speed.
NEXT STEP
Stop hunting through static reports. static reports
Book a 15-minute live walkthrough with your own GL data loaded. See the visual ontology in your numbers, with Lazer walking the variance and drafting the team email.