TrulySmall Accounting is a financial management platform that manages daily expenses, invoices, and accounting tasks. Ideal for small businesses and entrepreneurs, it helps users save time by customizing invoices and tracking payment processes. Although balancing books can sometimes become challenging, the software's ability to track client interactions with invoices is excellent.
TrulySmall Accounting Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is TrulySmall Accounting?
TrulySmall Accounting simplifies financial management for small business owners, offering features like invoicing, estimates, expenses, and budgeting. Business owners can efficiently create, send, and track professional invoices without any manual entry of data required. Additionally, the budgeting and expense tracking features provide better financial oversight and control.
What Is TrulySmall Accounting Best For?
TrulySmall Accounting software is best for its customizable invoicing templates, which are free to use and available in Word, PDF, and Excel formats. It offers beautifully designed templates tailored for your specific industry, all created and approved by experts. Users can download, fill in, and send a professional invoice directly from their browser or the software's free mobile app.
TrulySmall Accounting Pricing
The software offers three pricing tiers:
- trulysmall.Invoice: $8.99/month
- trulysmall.Expense: $8.99/month
- trulysmall.Accounting: $20/month
Disclaimer: The pricing is subject to change.
TrulySmall Accounting Integrations
The vendor has not disclosed the software's integration with any third-party applications.
How Does TrulySmall Accounting Work?
Once you log into TrulySmall, follow these steps to easily manage your small business finances:
- Set up your business profile by entering your business name and other key details
- Link your bank account to automatically categorize transactions and simplify financial tracking
- Create and send invoices using customizable templates and add client details
- Track payments to see which invoices are paid or pending
- Access financial reports like profit and loss statements, tax reports, and critical business reports for insights into your business's financial health
- Manage expenses by categorizing receipts and expenses for better organization demo
Who Is TrulySmall Accounting For?
The software is perfect for individuals in a variety of industries and sectors, such as:
- Constructions
- Freelancers
- Consulting
- Small business
Is TrulySmall Accounting Right For You?
If you're looking for an easy-to-use platform to handle invoicing, budgeting, and estimating, then this software is an excellent option. The software aims to make financial management more streamlined and efficient with features like invoicing templates, automation, and reports. This software is also the perfect choice for businesses looking for simple and effective solutions that don't require complex accounting knowledge.
If you need further assistance or guidance with the software, contact our customer support team at (661) 384-7070. We're here to help you make the best choice for your business.
TrulySmall Accounting Features
TrulySmall Accounting features include robust expense management tools such as organizing expenses for clarity, automating transaction entries through receipt scanning, and tracking spending with budgeting tools. Users can link bank accounts for automatic categorization, create custom budgets, and analyze spending trends with detailed reports. Additionally, the platform supports chargebacks, allowing businesses to add client-related expenses directly to invoices.
This TrulySmall Accounting feature automates bookkeeping by linking to your bank and categorizing transactions. It simplifies invoicing with automated reminders, tracks payments in real time, and generates key business reports within minutes.
The software supports digital payments and multi-currency transactions, which is beneficial for small businesses that engage with international customers. Additionally, it offers receipt scanning and streamlining expense management for greater efficiency.
The Trulysmall invoices feature allows small businesses to create and send professional invoices and estimates. It offers customizable branding options, allowing businesses to add logos and personalize invoice templates. Users can send invoices directly from mobile devices, ensuring flexibility. This feature aims to reduce the complexity of invoicing, making it easy for small business owners to manage their billing processes efficiently.