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

Systematizes your finances

Simplify and systematize your cash flow

Systematizes your finances

  • Customized virtual buckets

  • Organized spending

  • Prioritize paying yourself

  • Automated bookkeeping

  • Real-time updates 24/7


Systematize so you can stop worrying about money and focus on what you do best.


  • Customized virtual buckets

  • Organized spending

  • Prioritize paying yourself

  • Automated bookkeeping

  • Real-time updates 24/7


Systematize so you can stop worrying about money and 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

Fixed Expenses

$ 1,250.00

Pay Myself

$ 1,800.00

Taxes

$ 1,500.00

Variable 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

  • No more confusing spreadsheets

  • Everything in a single view

  • Replaces budgeting


Merge your credit card transactions with your business checking so you always know how much is available.


  • No more confusing spreadsheets

  • Everything in a single view

  • Replaces budgeting


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 finances. TrueView's credit card payoff system has been a game changer."

~ Emily S.

"I rely on credit cards to run my finances. TrueView's credit card payoff system has been a game changer. for me."

~ Emily R.

"I rely on credit cards to run my finances. TrueView's credit card payoff system has been a game changer for me."

~ Emily R.

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 %

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.    

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