TrulySmall Accounting Reviews

“TrulySmall helps me keep better accounting, in less time

Pros

Smart Inbox keeps me on top of my account tasks. The reduction in data entry is a significant time saver. While I am not a fan of accounting TrulySmall makes it much more manageable for me. I also like the snapshot analysis on the dashboard and the user interface is very clean.

Cons

Coming from Kashoo Classic I did really like to see TrulySmall add auto entry for GST filing. Creating reports is simple and I like being able to generate a report with just a click. However right now I have to manually enter the journal for GST remittance. The help articles could use more information on this subject. Generally more help articles are needed to reflect the instructions from Kashoo Classic that are still applicable in TrulySmall. I also needed additional assistance because I faced issues with backfilling data on a bank feed account where my bank was not providing all the transaction data from the start date in TrulySmall. Fortunately, customer service helped me resolve it.

“Great customer support

Pros

TrulySmall is very user-friendly and the support has been very accessible, respectful and knowledgeable.

Cons

Often my purchases from the bank feed get mislabeled. For instance a purchase from Osborne Seed Company gets recorded as Ornery Beer Company. This happens frequently.

“Your software makes me feel crazy

Pros

TrulySmall new version aims to streamline things but online banking does not work which undermines the improvements. Many features do not seem to work well for us.

Cons

Improve the search function! Even if I type the full name of my supplier (like Amazon), it ends up at the bottom of the results which is really frustrating. Is there any user experience testing being done on this product?

“Good Value for the money

Pros

It is an easy to use software with a simple interface and there are many easy to use reports available that help me keep track of my finances.

Cons

It does not work on my iPhone and balancing my books or fixing issues is tricky since the software only supports certain transactions.

“Kashoo - When you can't afford Quickbooks

Pros

Getting started is easy and its functional for handling a small number of transactions. Customer support has improved a lot. Also I have heard they are actively working on improving the product so views might shift a lot more over time.

Cons

Avoid this software if you run an e-commerce business with heavy transactions. Managing multiple transactions at the same time is not feasible. The app and web versions sometimes do not work together and the options for importing data are very limited.