How TrueView Works

Follow the 5 steps below to see how TrueView is different.

Business Chec

0222

$ 31,850.00

Mark Reese

Connect with your Profit First Implementation specialist.

Determine your goals and connect your bank account and credit card(s) to TrueView.

UNASSIGNED TRANSACTIONS

Bank

Credit Card

11/01/24

G suite

- $ 26.00

10/31/24

Go Daddy

- $ 35.00

10/30/24

Ads

- $ 99.00

Credit Card Payoff

$ 950.00

CREDIT CARD TRACKER

AmEx Card

$ 300.00

Citi Card

$ 715.00

$ 650.00

Your specialist will go to work setting up your TrueView account with custom automation based on your goals.

Receive weekly updates every Friday for how Income was organized into the different buckets.

Log in to the app anytime to see the TrueView of your money.

Income

$ 8,000.00

Profit

$ 3,250.00

800.00

25 %

1,440.00

18 %

Owner's Comp

$ 4,800.00

440.00

25 %

2,000.00

25 %

Income

$ 37,900.00

Expenses

Profit

- $ 8,450.00

21 %

Owner's Comp

- $ 21,200.00

65 %

Taxes

$ 0.00

0 %

Operating Exp.

- $ 6,290.00

14 %

All Expenses

- $ 35,940.00

TrueView’s simplified reporting reveals

real-time income and expense data.

Gain insight into your past spend without having to talk to your accountant or bookkeeper.

Try it out today ->

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