Traild reduces the manual workload in your accounts payable process and protects every supplier payment against fraud, working natively inside Oracle NetSuite. It does this in two ways: it automates invoice capture, coding, matching and approvals to save your finance team time, and it runs an always-on, machine-learning risk engine that checks each invoice for signals of fraud before any payment is released.
In a recent live webinar, Kirsten McIntosh, Director of Channel Enablement and Partnerships at Traild, walked Project Salsa customers through the platform and demonstrated it live inside a working NetSuite environment. This post summarises what was covered and what it means for finance teams running NetSuite.
Why Traild Exists: Efficiency and Protection Together
Traild was founded after its founders experienced invoice fraud firsthand in their own businesses. Money was lost overseas through a business email compromise, where an attacker impersonated a CFO and authorised a fraudulent payment. A second founder experienced insider fraud involving a rogue employee and a fraudulent supplier working in concert. Neither had software that could have caught it.
The original product focused purely on fraud detection, but the founders’ own finance teams pushed back immediately. Protecting the business was welcome, but not if it created more work for an already stretched team. That feedback shaped what Traild is today: a solution that pairs genuine fraud protection with meaningful efficiency gains, integrated directly into the ERP so the finance team works faster rather than adding another disconnected tool to their day.
The guiding principle is one most people recognise. Your credit card is already protected by algorithms that flag unusual activity the moment something looks wrong. Traild brings that same always-on protection to the much larger, far less scrutinised payments that move through your accounts payable function every day.
Automating the Accounts Payable Workflow
The first half of what Traild does is take the manual effort out of processing invoices. Because Traild is embedded natively inside NetSuite and syncs in real time, there is no separate system to reconcile and no delay between the two platforms. Finance teams work within their familiar NetSuite environment and Traild’s capabilities are simply there, within the same screen.
Invoice Capture and Data Extraction
Invoices arrive in Traild through drag-and-drop upload, direct file upload, or most commonly via an auto-forwarding rule on the AP inbox. Once in Traild, data extraction begins immediately. On its first pass, Traild is between 90-95% accurate at matching invoice data to the correct fields, and it improves with every subsequent invoice from the same supplier. There is no template setup and no manual training process to run through before going live.
Three-way Matching
Traild connects to NetSuite in real time to retrieve purchase orders and goods receipts. For invoices tied to a purchase order, the matching happens automatically, which means the coding is already done and the invoice can move to approval with minimal handling.
Predictive GL Coding
For non-PO invoices, Traild remembers how lines have been coded on previous invoices from the same supplier and suggests the same coding next time. This is particularly useful for invoices carrying many lines, where coding from scratch takes real time.
Line-level Variance Detection
Traild now identifies not just whether an invoice differs from its purchase order, but exactly which line the variance is on. For an invoice running to 50 lines, this saves the accounts payable team from hunting through the invoice manually to find where the number has changed.
Supplier Statement Reconciliation
Traild can read a supplier’s statement, match each entry against invoices held in Traild and NetSuite, and flag any variances. Teams that previously spent days working through statements line by line now complete the same task in a fraction of the time. An AI-assisted feature in development will automatically contact the supplier when a variance is found.
Expense Management
Traild now supports employee expense submissions and approvals within the same platform, applying the same level of fraud detection and approval workflow to out-of-pocket expenses as to supplier invoices.
Detecting Fraud Before a Payment Goes Out
The second half of what Traild does is protect every payment. Its detection engine runs continuously and is designed to catch business email compromise, supplier impersonation, insider fraud and social engineering attacks. In practice this means checking a range of signals on every invoice:
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Bank detail verification: Traild checks supplier bank account details against what is held on file, flagging any discrepancy before an invoice reaches payment.
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Duplicate and sequential invoice detection: Invoices that appear to be duplicates or look sequentially unusual are flagged for review
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Payment trend analysis: Traild looks at what you normally pay a supplier and flags invoices that sit well outside that range, whether unusually large or unusual in timing.
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Metadata anomaly detection: Traild reads the data behind a digital invoice: the geolocation from which it was sent, signs of PDF manipulation, and other hidden signals that would never be visible on screen.
All of these signals combine into a risk profile for every invoice, rated low, medium or high, and that profile travels with the invoice through the approval process. Traild does not block you from approving anything; it surfaces the risk and leaves the decision with the human. But it surfaces information that would otherwise never exist.
Three Layers of Protection: The Live Demo
In the webinar, Kirsten walked through a typical accounts payable workflow to show how the protection works across three distinct stages.
At the coding stage, an accounts payable person received an invoice from a well-known supplier at the end of the month. Everything looked familiar, but Traild flagged that the payment details on the invoice did not match the details held on file for that supplier. This is exactly the kind of invoice a careful, experienced team might approve on sight at 4pm on a Friday at month end, which is precisely when social engineering attacks are designed to succeed.
At the approval stage, the same invoice arrived with the approver. The risk profile was prominent on screen, showing not only that the payment details were unrecognised but that the invoice amount was significantly above the supplier’s historical average. The approver could reject it, reassign it for investigation, or note a comment for the audit trail, all within NetSuite.
At the payment review stage, a finance leader reviewing a batch payment saw a summary of all suppliers in the batch, with the most problematic items surfaced to the top. One invoice had not passed through Traild at all, meaning it had gone directly into NetSuite and lacked a risk profile entirely. In Traild’s view, that anomaly is itself a signal worth investigating.
The third layer also introduced a crowd-sourced protection called Verified by Traild, where supplier bank details are cross-checked against other businesses paying the same supplier. If a supplier’s details match what the broader network knows to be correct, they carry a verified flag.
What it Means for Finance Teams Running NetSuite
For a finance team on NetSuite, the combination is a reduced manual workload, a faster month end, fewer errors and greater transparency across the entire payment process. The intent is to lift the finance team above the operational noise of data entry and manual checking, so that time goes towards work that actually requires their expertise.
Because Traild is embedded in NetSuite, users who do not hold a NetSuite licence can also access Traild directly through a browser or mobile device. The experience is identical; only the NetSuite navigation panel is absent. And because Traild runs on a single licence regardless of how many users need access, there is no per-user cost to adding approvers across the business.
Implementation is designed to be straightforward, typically running over two to four weeks even where custom fields or custom segments are in use, with Project Salsa managing the rollout. From the first month, a dedicated Traild customer success manager is assigned to support onboarding and user training.
Frequently Asked Questions
Can invoices be split between cost centres or branches?
Yes. Traild supports header-level and line-level splits, and where a customer has multiple subsidiaries or sites set up in NetSuite, those are configured in Traild to match.
How are approvals structured?
Traild supports up to nine levels of approval, with conditions based on invoice total, risk profile, supplier or any combination. Delegation rules can be set when team members are away, so invoices keep moving and suppliers continue to be paid on time.
What happens to invoices and their history in NetSuite?
Approved invoices are exported automatically into NetSuite, along with the risk score, the approval path and any commentary. The full audit trail, including every action taken on an invoice with a time and date stamp, is visible from within NetSuite and within Traild.
Is Traild most useful if I already have NetSuite purchase orders in place?
Particularly so. The three-way matching between vendor bills, purchase orders and goods receipts is where the automation gain is greatest, with touchless invoicing available for high-volume, low-variance PO invoices.
Can Traild handle expenses as well as supplier invoices?
Yes. Expense management has recently been added, allowing employees to submit receipts and have them reviewed through the same approval workflow and fraud detection logic as any other invoice.
Does Traild have a lock-in contract?
No. Traild uses a monthly subscription starting from 500 invoices per month, with 30 days’ notice to cancel. Pricing is tier-based and transparent.
How long does implementation take?
Typically two to four weeks, with Project Salsa managing the configuration alongside the Traild onboarding team.
Talk to Project Salsa About Traild
Project Salsa is a specialist Oracle NetSuite practice and Verde Group company. We recommend Traild to our NetSuite customers across New Zealand as our preferred AP automation platform, and we can show you how it would work for your business or connect you with other New Zealand customers already using it.
Get in touch at projectsalsa.co.nz/contact
This article summarises a webinar hosted by Project Salsa with the Traild team. Product capabilities and roadmap items described reflect what was presented at the time of the webinar and may have changed since.
