The Simple Money App For:
The Simple Money App For:
The Simple Money App For:
Small Business Owners
Small Business Owners
Small Business Owners
Instantly transforms your bank account and credit cards into a Simple Money System.
Instantly transforms your bank account and credit cards into a Simple Money System.
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
Easily run Profit First out of one checking account
Easily run Profit First out of one checking account
Easily run Profit First out of one checking account
Get set up quickly with one of our specialists
Add and remove buckets with ease
Prioritize the Profit in your business
Real-time updates 24/7
Systematize so you can stop worrying and be more efficient with your money so you can focus on what you do best.
Get set up quickly with one of our specialists
Add and remove buckets with ease
Prioritize the Profit in your business
Real-time updates 24/7
Systematize so you can stop worrying and be more efficient with your money so you can focus on what you do best.
"I cannot overstate how valuable TrueView has been for my business!"
~Kourtnee F., Kourtnee.Co. LLC
"I cannot overstate how valuable TrueView has been for my business!"
~Kourtnee F., Kourtnee.Co. LLC
"I cannot overstate how valuable TrueView has been for my business!"
~Kourtnee F., Kourtnee.Co. LLC
Business Checking
Business Checking
xx-xxxxxxx-0111
$ 9,000.00
$ 9,000.00
Business Chec
0111
$ 9,000.00
Income
$ 4,000.00
Profit
$ 1,250.00
Owner's Comp.
$ 1,800.00
Taxes
$ 1,500.00
Operating Expenses
$ 500.00
Credit Card Payoff
$ 950.00
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
Unifies your checking account and credit cards
Unifies your checking account and credit cards
Unifies your checking account and credit cards
A customized money system that works for you
Prioritize what matters to you and your business
Unlock a greater understanding of business finances
Merge your credit card transactions with your business checking so you always know how much is available.
A customized money system that works for you
Prioritize what matters to you and your business
Unlock a greater understanding of business finances
Merge your credit card transactions with your business checking so you always know how much is available.
"I love using TrueView because it focuses like a laser on the essentials." ~ John D., DFPC Legal
"I love using TrueView because it focuses like a laser on the essentials."
~ John D., DFPC Legal
"I love using TrueView because it focuses like a laser on the essentials." ~ John D., DFPC Legal
Our Credit Card Tracker & Payoff System
Our Credit Card Tracker
& Payoff System
Our Credit Card Tracker & Payoff System
Keep the credit cards you love
Updates your transactions in real-time
Prevents overspending
Sets money aside to cover your spending
Don't be blindsided by your monthly credit card bills ever again!
Keep the credit cards you love
Updates your transactions in real-time
Prevents overspending
Sets money aside to cover your spending
Don't be blindsided by your monthly credit card bills ever again!
"I rely on credit cards to run my business. TrueView's credit card payoff system has been a game changer."
~ Emily S.
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 ->
Get a pulse on your business finances today!
Get a pulse on your business finances today!
"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.
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.
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.
Simplified reporting that is easy to understand
The TrueView system provides simplified Income and Expense reports giving you the 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.
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 %
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?
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