trellista
AI-powered headcount planning

Headcount planning for strategic people teams.

The complete system for managing headcount — positions, openings, people, plans, workflows, budgets, and an AI thought partner who ties it all together.

Plans

Plans that handle the complexity of your org.

Whether you're running an off-cycle promotion or a multi-department reorg, execute on everything in one tool.

  • AI-powered org design recommendations
  • Approval workflows
  • Multi-plan version control and scenario planning
Trellista org chart with positions, manager links, and live status badges.

Team View

Design how work actually happens.

Build out cross-functional teams, assign roles beyond lines on an org chart, and identify the true impact of capacity gaps.

  • Multi-team allocations as %
  • Group by team, project, product, or business line
  • Spin up teams in real-time, connected to all your data
Team View grouping position cards by squad with allocation percentages.

Workflows

Complex change, contained.

Design AI-powered change type workflows for your organization. Define guardrails and governance, and keep details from slipping through the cracks.

  • Approval chains
  • AI-powered automations
  • Structured change types for streamlined reporting
Changes — Promotion Approval Chain, Cross-Org Transfer, Termination, and Hire workflow cards.

Budget vs Forecast

Keep leadership, people, and finance aligned.

Create real-time budget visibility for management, reduce time spent reconciling headcount, and get an accurate picture of how the plan is trending.

  • Top-down or bottom-up budgets with load factors
  • Variance by department, level, or change type
  • Run-rate and in-year views
Budget Variance grid comparing baseline FY26 Budget v1 to the live plan by department.

People

The full picture of every person and position.

Positions, openings, people, and change history — all in one place, with the comments and context that usually live in a side thread.

  • Complete audit trail from hiring to termination
  • Approval flow surfaced inline
  • Stay reconciled with third party ATS or HRIS
Person detail panel showing summary, profile, position, approval flow, and history.
Meet Ivy

A true AI thought partner for org design.

Ivy helps you iterate on multiple paths forward — weighing your priorities, constraints, and preferences against industry best practices and benchmarks to back every org design recommendation.

Iterates with you on multiple plan paths
Holds your priorities and constraints
Backed by industry data and benchmarks
Executes on changes with your review and sign-off
Ivy AI assistant — suggested prompts like 'Walk me through running a promotion workflow' and 'Draft a Q3 hiring plan for a 12-person engineering team'.

Be the first to know.

Express interest in Trellista and we'll keep you in the loop as we build.

FAQ

Who is Trellista for?+

Strategic people, finance, and leadership teams at growth-stage companies who are looking for a new way to manage headcount.

Why focus on people teams?+

The best people teams operate as strategic partners to the business—balancing organizational goals, workforce needs, and budget considerations to help leaders make thoughtful headcount decisions. Trellista provides the infrastructure and clarity people teams need to deliver on that responsibility at scale.

What's actually in the product?+

Plans, a flexible Team View for cross-functional allocations, structured workflows for promotions / transfers / hires / terms / reorgs, budget vs forecast, a full person and position record, and Ivy — your AI thought partner — woven through all of it.

How is this different from a spreadsheet?+

Trellista is purpose-built for headcount. Every change has structure, every plan has a versioned snapshot, budget vs forecast is continuous, and people, management, and finance all read from the same source of truth.

What does Ivy do?+

Ivy is an AI thought partner embedded across the product. She helps you iterate on multiple plan paths, weighs your priorities and constraints, and grounds recommendations in your actual org plus industry benchmarks — so org design decisions are backed by data, not just instinct.

Can it handle complex workflows like reorgs or off-cycle promotions?+

Yes. Promotions, transfers, hires, terminations, and full reorgs each have structured workflows with the right approvers, comp impacts, audit trails, and AI-powered automations.

Will it integrate with my HRIS / ATS / ERP?+

Integrations are on the roadmap so you stay reconciled with your systems of record. Tell us what you use when you express interest and we'll prioritize.