Cross-module search
Searches permitted wallets, expenses, inventory, customers, loans, installments, assets, notes, Bitcoin records and Accounting data when the question requires it.
Triplem VIP
Triplem AI: private financial intelligence for your own workspace
Ask about authorized records, trace answers back to exact entries, and prepare supported finance actions as reviewable AI Drafts before anything becomes live.
Workspace search Verified references AI Drafts Workspace isolation
Triplem AI
Financial intelligence grounded in the signed-in workspace.
Triplem AI is designed to answer from authorized Triplem VIP records rather than inventing private figures or wandering into unrelated topics.
Verified record references
Specific financial answers can carry line-wise references and exact record cards instead of leaving the user with an unverifiable summary.
Open the source record
A referenced transaction can open its native Triplem VIP detail view so the user can inspect the underlying entry directly.
Financial interpretation
Explains balances, trends, audit classifications, period changes and relevant workspace results while preserving the distinction between operational and formal Accounting data.
Audit-aware answers
For defined periods and cross-module control questions, Triplem AI can use the Financial Audit data layer when the user has permission to view it.
Workspace-only scope
It is intentionally restricted to Triplem VIP product guidance and the signed-in user's authorized workspace; unrelated outside-topic assistance is refused.
AI actions
Ask for a record, review an AI Draft, then decide when it becomes real.
Triplem AI does not write directly into live financial tables. Supported creation requests become isolated AI Drafts first.
01AskDescribe the expense, loan, asset, stock item, sale, installment, transfer or note.
02PrepareTriplem AI gathers required fields and creates an isolated Draft only when enough information is available.
03ReviewThe user can inspect and modify the Draft without affecting balances, reports, VAT, stock or accounting.
04FinalizeOnly an explicit user action promotes the Draft through the native Triplem VIP record path.
05AuditThe finalized record retains durable AI-origin provenance while normal edit/delete lifecycle rules apply.
Expenses & Add Money
Prepare expense or wallet top-up Drafts with the fields required by the operational Expenses workflow.
Wallet transfers
Prepare wallet-to-wallet transfer Drafts while keeping internal money movement distinct from business income or operating expense.
Loans & installments
Prepare supported loan and installment records with party, currency, amount, date and schedule context for user review.
Inventory
Prepare inventory-item and inventory-sale Drafts while respecting current stock and native inventory validation during finalization.
Assets
Prepare asset records with acquisition details and optional wallet context before the user approves the live entry.
Notes
Create note Drafts from natural language and finalize them into the user's private Notes workspace.
Draft deletion means deletion.
If the user deletes an AI Draft before finalization, it is physically removed from the Draft store and no finalized provenance record is created. After finalization, the resulting record follows the same controlled edit/delete rules as other live Triplem VIP data.
Privacy boundary
The AI cannot choose another Triplem VIP workspace.
Private context is derived from the authenticated session and the existing module permission system.
Workspace search accepts no caller-supplied owner or user identifier. The server derives the data owner from the active authenticated context, then constrains retrieved rows to that workspace and to modules the current user is permitted to view.
Triplem AI is not intended to disclose, identify, summarize or speculate about another Triplem VIP user, company or tenant. Stored notes, descriptions and references are treated as business data rather than trusted instructions.
IdentitySession-derived ownerNo selectable external workspace ID.
PermissionExisting module gatesHidden modules remain unavailable to AI retrieval.
SecretsNo signing credentialsBitcoin private keys, seeds and authentication secrets are outside normal AI data tools.
IsolationDraft before live dataAI-generated financial activity is inert until the user finalizes it.
Private Gemini connection
Administrator-gated access with a user-supplied API key.
Triplem AI is not silently enabled for every account. Main Admin controls eligibility, and an eligible user connects their own supported Gemini API key.
Admin controlled
The main administrator can enable or revoke Triplem AI access per user. Revocation also removes the stored AI settings secret.
Server-side secret storage
The API key is stored through Supabase Vault and is not returned to the browser after configuration.
Masked configuration
The interface retains a short key mask for identification rather than displaying the full credential after it has been stored.
Compact answers
Triplem AI is instructed to keep normal answers concise, decision-oriented and free from decorative Markdown clutter, with a direct summary and useful tip when appropriate.
Records are source-of-truth
For private figures and named records, the assistant is instructed to query Triplem VIP tools rather than rely on conversational memory.
User remains final authority
AI assistance can accelerate review and data entry, but users should verify financial and tax-sensitive records before finalizing or submitting them externally.
Practical questions
What users should know before relying on Triplem AI.
Can Triplem AI see another user's workspace?
No. Private workspace selection is derived from the authenticated session, and retrieval remains constrained by the current user's existing module permissions.
Can it create financial records?
It can prepare supported finance actions as AI Drafts. The Draft remains separate from live balances, VAT, stock, reports and Accounting until the user explicitly finalizes it.
What if a Draft is deleted?
Before finalization, deleting the AI Draft removes that Draft without creating finalized provenance. After finalization, the live record follows the normal controlled edit and delete lifecycle while retaining its AI-origin provenance.
Why are record references important?
References let the user trace a factual answer back to the source record and open the corresponding native detail view when supported, reducing dependence on an unsupported AI summary.
Does it answer unrelated outside topics?
No. Triplem AI is intentionally focused on Triplem VIP product guidance and the signed-in user's authorized workspace rather than functioning as a general-purpose chatbot.
Who remains responsible for the final record?
The user. AI can find, summarize and prepare, but financial and tax-sensitive information should be reviewed before the user finalizes or submits it externally.