Product tour · Truebooks SMB
The essentials for small and growing businesses.
Accounting, invoicing, stock and payroll in a lighter setup that a small team can run without an IT department.
- Small businesses
- Service firms
- Start-ups moving off spreadsheets
Home dashboard
Cash and bank, revenue, margin, receivables, unbilled work and staff cost for the period, with a setup checklist and what needs chasing today.
Client invoices
Invoices per client, with billed revenue and counts for awaiting payment, overdue and settled.
Clients
Your client list with contacts, categories and credit status, filtered by type in one click and imported or exported in bulk.
Chart of accounts
A ready-made account structure for small businesses that you can extend, with codes, types and posting control.
Client contracts
Recurring contracts per client, with contract values and renewals in one dashboard, in any currency.
Profit and loss by period
Revenue, expenses and net result month by month, ready to print or download as PDF or Excel.
Trial balance
Debit and credit balances for every account as at any date, with each account opening its ledger in a click.
Balance sheet
Assets, liabilities and equity in vertical format, checked to balance every time you run it.
45 days free · no card · your own tenant
Bring your operation into focus.
One system, every operation, with AI watching every transaction.