Welcome to
TrueView Support
Here you will find everything you need to get the most out of TrueView so you can focus on making smarter decisions for your business.
What is TrueView?
TrueView is a simple cash flow management system designed to give you the 'true' numbers of your business in real-time. TrueView helps you answer some of the tough questions that business owners face:
How much can I spend on marketing this month?
Am I able to pay off my credit card in full?
How much can I safely pay myself this month?
How much have I already set aside for taxes?
How do I keep track of all the recurring expenses I'm adding to my business?
Most of your everyday financial questions can be answered using TrueView.
Key features
A transformed bank account: Finally, get the information you've always needed from your checking account by utilizing buckets that act like sub-accounts.
Credit Card Payoff bucket: This is the secret sauce for giving you the TrueView. This bucket provides the visibility you need into how much of your checking balance is set aside to make your credit card payments in full.
Credit Card Tracker: View in real-time how much of your checking account balance has been set aside for each of your credit cards. No more guessing, you will now know down to the penny.
Transaction Automation: Automation that actually works for your business. No more random categorizations that make no sense to you or your business. With TrueView, YOU determine where recurring transactions will be assigned. TrueView works for you in the background without manually logging in.
Simplified Bookkeeping: Most bookkeeping software is confusing and bloated with excessive features that are built for accountants and big business, not for startup entrepreneurs. TrueView orders your Income and Expenses as you manage your cashflow, so that when tax season arrives, no more last minute scrambling to get the 'books' in order.
Organizing Income: As Income from customers hits your account, instantly determine how much you would like to set aside in each bucket for your business functions. Use our intuitive percentages to set money aside for taxes, fixed expenses or paying yourself. You can also use our schedules to save for upcoming purchases.
Is TrueView right for me?
Whether you've been in the small business trenches for years or are just getting started, TrueView is for you. We know the many struggles and hardships that business owners face. Experience and feedback have taught us that what small business owners need most is to know how much money they have available, and exactly what it's for. Not much else matters in day to day operations. So, if you really want to know what's going on in your business checking account, sign up for TrueView today.
If you have any questions or need assistance, please do not hesitate to contact our support team at support@trueview.money