Small business finance & Bookkeeping Transformed into a Simple Money System
Small business finance & Bookkeeping Transformed into a Simple Money System
Small business finance & Bookkeeping Transformed into a Simple Money System
A new approach to small business finance for those who want things simple.
A new approach to small business finance for those who want things simple.
14-day Free Trial ->
Business Chec
0111
$ 9,000.00
Income
$ 3,000.00
Fixed Expenses
$ 1,250.00
Pay Myself
$ 1,800.00
Taxes
$ 1,500.00
Variable Expenses
$ 500.00
Credit Card Payoff
$ 950.00
Smarter business decisions begin with a smarter system
Does bookkeeping and tax season feel overwhelming?
Simplify and systematize your cash flow
If you answered yes, you're not alone!
Bookkeeping software is complex
Looking at your business finances is intimidating
You didn't start a business to become an accountant
If you answered yes, you're not alone!
Bookkeeping software is complex
Looking at your business finances is intimidating
You didn't start a business to become an accountant
If you answered yes, you're not alone!
Bookkeeping software is complex
Looking at your business finances is intimidating
You didn't start a business to become an accountant
What you need is a money system that keeps things simple and gives you the real-time info you need to run a successful business.
Simplify and systematize your cash flow
Business Chec
Business Chec
0555
0555
$ 16,000.00
$ 16,000.00
Income
$ 0.00
$ 0.00
Fixed Expenses
$ 3,250.00
$ 3,250.00
Inventory
$ 1,800.00
$ 1,800.00
Quarterly Distribution
$ 500.00
$ 500.00
Taxes
$ 1,500.00
$ 1,500.00
Materials
$ 3,200.00
$ 3,200.00
Payroll
$ 4,800.00
$ 4,800.00
Credit Card Payoff
$ 950.00
$ 950.00
CREDIT CARD TRACKER
Organize income and prioritize your spending.
Organize income and prioritize your spending.
Organize income and prioritize your spending.
How you prioritize and spend the money that comes into your business MATTERS.
You either control your business or your business controls you.
How you prioritize and spend the money that comes into your business MATTERS.
You either control your business or your business controls you.
Real-time view of your finances at all times.
Real-time view of your finances at all times.
Real-time view of your finances at all times.
Without an accurate view of your business finances, how do you make informed financial decisions?
If you're just relying on your bank balance, that isn't enough.
Business Chec
Business Chec
0555
0555
$ 16,000.00
$ 16,000.00
Income
$ 0.00
$ 0.00
Fixed Expenses
$ 3,250.00
$ 3,250.00
Inventory
$ 1,800.00
$ 1,800.00
Quarterly Distribution
$ 500.00
$ 500.00
Taxes
$ 1,500.00
$ 1,500.00
Materials
$ 3,200.00
$ 3,200.00
Payroll
$ 4,800.00
$ 4,800.00
Credit Card Payoff
$ 950.00
$ 950.00
CREDIT CARD TRACKER
Bookkeeping built in.
Bookkeeping built in.
Bookkeeping built in.
Bookkeeping doesn't have to be difficult. We've developed a simplified approach that allows you to download a Profit & Loss and submit it to your accountant at tax time. Easy.
Bookkeeping doesn't have to be difficult. We've developed a simplified approach that allows you to download a Profit & Loss and submit it to your accountant at tax time. Easy.
Get started in minutes
Get started in minutes
1
Connect your bank and credit card(s)
With over 10,000+ bank connections, chances are we have you covered.
2
2
Discover the TrueView of your finances
Discover the TrueView
of your finances
Expand your checking account to easily see how much money you have and exactly what it's for.
3
Start making smarter decisions
Try TrueView free for 14 days — See for yourself how simple our money system is.
Try it out today ->
Traditional accounting software is complicated and overpriced
Traditional accounting software is complicated and overpriced
Traditional accounting software is complicated and overpriced
"I love the ease and simplicity of TrueView's intuitive system. "
~ Sara T.
"I love the simplicity of TrueView's intuitive system."
~ Sara T.
"I love the simplicity of TrueView's
intuitive system."
~ Sara T.
Your current system is limited
Your current system is limited
Business Checking
Business Checking
xx-xxxxxxx-0111
xx-xxxxxxx-0111
$ 9,000.00
$ 9,000.00
Credit card
Credit card
$ 350.00
$ 350.00
Credit card
Credit card
$ 600.00
$ 600.00
You've got money coming in, but what is that money actually for? Credit card Payments? Fixed expenses? Taxes? Variable expenses? Profit?
Without clarity and a proven system, it's nearly impossible to make confident business decisions.
You've got money coming in, but what is that money actually for? Credit card Payments? Fixed expenses? Taxes? Variable expenses? Profit?
Without clarity and a proven system, it's nearly impossible to make confident business decisions.
The TrueView system empowers you with the information you need to make smarter business decisions in real time!
The TrueView system empowers you with the information you need to make smarter business decisions in real time!
Your finances with TrueView
Your finances with TrueView
Business Chec
Business Chec
0111
0111
$ 9,000.00
$ 9,000.00
Income
$ 3,000.00
Fixed Expenses
$ 1,250.00
Pay Myself
$ 1,800.00
Taxes
$ 1,500.00
Variable Expenses
$ 500.00
Credit Card Payoff
$ 950.00
No need to open new bank accounts
or credit cards.
No need to open new bank accounts or credit cards.
No need to open new bank accounts or credit cards.
TrueView meets your business right where it is. Seamlessly link your existing bank and credit cards. With bank-level encryption security, we've got you covered. Get started today.
TrueView meets your business right where it is. Seamlessly link your existing bank and credit cards. With bank-level encryption security, we've got you covered. Get started today.
Seamlessly link your existing bank and credit cards. With bank-level encryption security, we've got you covered.
Get started today.
Take control of your small business finances
or they will take control of you.
Take control of your small business finances or they will take control of you.
Take control of your small business finances
or they will take control of you.
Merge your checking account and credit card charges to reveal valuable information
about the health of your business. Give yourself the edge you have been missing.
Merge your checking account and credit card charges to reveal valuable information about the health of your business. Give yourself the edge you have been missing.
Merge your checking account and credit card charges to reveal valuable information about the health of your business. Give yourself the edge you have been missing.
Say goodbye to complicated accounting and spreadsheets
The TrueView system provides simplified bookkeeping giving you a real-time pulse of your financial health.
Last 6 months
Last 6 months
Income + Expenses
Income + Expenses
Show all
Show all
$ 8k
$ 8k
$ 6k
$ 6k
$ 4k
$ 4k
$ 2k
$ 2k
$ 0
$ 0
Oct
Oct
Nov
Nov
Dec
Dec
Jan
Jan
Feb
Feb
Mar
Mar
Income
Income
$ 34,300.00
Expenses
Fixed Expenses
- $ 6,659.00
21 %
Pay Myself
- $ 20,500.00
65 %
Taxes
$ 0.00
0 %
Variable Expens.
Variable Exp.
- $ 4,390.00
14 %
All Expenses
- $ 31,549.00
Total
$ 2,751.00
The TrueView system provides simplified bookkeeping
giving you a real-time pulse of your financial health.
The TrueView system provides
simplified bookkeeping giving you
a real-time pulse of your financial health.
Fully customizable to meet your needs
Quickly and easily organize your income so you can avoid a cash flow crisis.
Quickly and easily organize your income so you can avoid a cash flow crisis.
Income
$ 4,000.00
Income
$ 4,000.00
Fixed Expenses
$ 1,250.00
$
800.00
25 %
%
$
800.00
20 %
Pay Myself
$ 1,800.00
$
2,400.00
25 %
%
$
2,400.00
60 %
Taxes
$ 500.00
$
360.00
25 %
%
$
360.00
9 %
Variable Expenses
$ 550.00
$
440.00
25 %
%
$
440.00
11 %
Income
$ 4,000.00
Quickly and easily organize your income so you can avoid a cash flow crisis.
Fully customizable to meet your needs
Fixed Exp.
$ 1,250.00
$
800.00
25 %
%
$
1,160.00
29 %
Pay Myself
$ 1,800.00
$
2,400.00
25 %
%
$
2,400.00
60 %
Variable Exp.
$ 550.00
$
440.00
25 %
%
$
440.00
11 %
Don't take our word for it! See what others are saying.
Don't take our word for it! See what others are saying.
Don't take our word for it!
See what others are saying.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
“I love TrueView’s virtual buckets. They really help me prioritize what’s important and keep me focused.”
Jacob D., OCT
“I simply cannot imagine managing my finances without TrueView. It scares me to even think about it.”
Amy G.
“I never hesitate to recommend TrueView to others because it’s been such a valuable system for me personally.”
Marie V.
“It’s very refreshing not to have to worry about what’s happening with my finances. All I have to do is glance at my phone.”
Jill V.
Are you ready to discover
the TrueView of your finances?
Are you ready to discover
the TrueView of your finances?
Join the many business owners currently using TrueView
to make smarter, more confident business decisions.
Let's do this!
Join the many business owners currently using TrueView to make smarter, more confident business decisions.
Let's do this!
Try for free ->
FAQ
FAQ
Is TrueView a bank?
How is TrueView different from bookkeeping?
Is TrueView Secure?
What is a virtual bucket?
Can I add multiple virtual buckets?
Can I link more than one credit card?
Will TrueView work for my small business?
Is TrueView a bank?
How is TrueView different from bookkeeping?
Is TrueView Secure?
What is a virtual bucket?
Can I add multiple virtual buckets?
Can I link more than one credit card?
Will TrueView work for my small business?
Is TrueView a bank?
How is TrueView different from bookkeeping?
Is TrueView Secure?
What is a virtual bucket?
Can I add multiple virtual buckets?
Can I link more than one credit card?
Will TrueView work for my small business?
Copyright © 2024 TrueView, LLC. All Rights Reserved.
Copyright © 2024 TrueView, LLC. All Rights Reserved.
Copyright © 2024 TrueView, LLC. All Rights Reserved.