Expense and budgeting app for small businesses. Offers expense tracking, reporting, bank connections, and receipt scanning. Allows charging clients for expenses and creating budgets. Available for Apple and Android devices. Includes community support and resources for small business invoicing.
Features
Expense Tracking
Simplify tracking expenses with an organized approach, allowing you to keep all expense details in one place.
Reporting
Generate reports to gain insights on spending and budgeting, helping you make informed business decisions.
Bank Connection
Connect your bank to automatically import transactions, making expense tracking more seamless.
Expense Chargeback (Coming Soon)
Charge clients for eligible expenses, easily adding them to invoices for reimbursement.
Receipt Scanning with OCR
Automate transaction entry by scanning receipts. The OCR technology captures receipt data and converts it into transaction entries.
Budgeting Features
Set up budgets to manage and monitor spending, ensuring financial goals are met.
Mobile Access
Access the app on Apple and Android devices, allowing you to manage expenses and budgets on-the-go.
Invoice Creation
Quickly create professional invoices using pre-built templates and email them to clients directly.
Payment Tracking
Tracks the status of invoices and alerts you when payments are due or overdue.
Online Payment Options
Clients can pay directly through the invoices using integrated payment gateways like PayPal and credit cards.
Recurring Invoices
Set up automatic recurring invoices for ongoing clients or subscriptions.
Expense Management
Keep track of business expenses and easily categorize them for better accounting.
Client Management
Manage and store client details, contact information, and transaction history.
Free Invoice Templates
Provides templates for client invoices, consultant invoices, and freelancer invoices. These templates allow you to easily fill in and customize the necessary billing details.
Free Budget Templates
Includes personal budget and monthly budget templates. These templates help manage and track expenses, allowing you to plan finances effectively.
Free Report Templates
Offers profit and loss statement, account statement, and expense report templates. These templates assist in generating detailed financial reports for analysis.
Free Estimate Templates
Contains construction estimate templates. These are designed to provide an easy way to quote pricing and work details to clients.
Free Receipt Templates
Features a template for rental receipts. This helps in generating receipts quickly and efficiently for rental transactions.
Tax Consultation Service
Provides access to expert tax consultation and filing services at an affordable price through the company's partner, FBC.
Canadian Tax Deadlines Information
Offers detailed information on Canadian tax deadlines for individuals, corporations, partnerships, self-employed, and non-profit organizations.
Resource Articles
Provides informative articles on bookkeeping, accounting mistakes, bank reconciliation, and tax benefits for small businesses.
Downloadable Tax Guides
Offers downloadable guides such as 'Small Business Tax Strategies,' 'Year End Tax Planning Toolkit,' and 'Ultimate Guide to Incorporated Small Business in Canada.'
Invoicing
Create and send invoices easily to clients, helping track sales and manage business finances.
Personalized Branding
Customize invoices with brand-specific elements like logos and color schemes to maintain brand consistency.
Estimates
Generate detailed estimates for clients, allowing them to approve before proceeding with tasks or projects.
Digital Payments
Integrate payment options to allow clients to pay invoices online, streamlining the payment process.
Automatic Reminders
Send automatic reminders to clients about due payments, ensuring timely payments are made.
Mobile Access
Accessible on both iOS and Android devices, allowing business management on-the-go.
Automated Transaction Entry
Eliminates manual entries by automatically syncing transactions from bank and credit card accounts.
Receipt Scanning
Allows you to quickly scan and match receipts with transactions using your mobile device.
Invoice Customization
Enables the customization of invoices to suit your business needs, allowing you to add a professional touch.
Tax Season Optimization
Prepares businesses for tax season by organizing and categorizing transactions for easy access.
Community Engagement
A space for like-minded business owners to support and inspire each other in a positive environment.
Feature Businesses
Highlight and showcase businesses within the community, allowing members to learn about each other's services.
Share Your Story
Encourages users to share their business success stories and experiences with the community.
Small Business Stories
Showcases stories and successes of small businesses to inspire and educate others in the community.
Educational Resources
Provides video content about growing a small business from community experts, offering insights and advice.
Simple Invoice Templates
Provides free templates for creating invoices that can be customized with your business info, client info, and other details.
Downloadable Format
Templates are available to download in formats like PDF, Word, and Excel, allowing for easy editing and usage.
Step-by-Step Invoice Building
Guides you through building your invoice in a straightforward process, including adding your logo, listing services, and calculating totals.
Free Designer Invoice Template
Provides downloadable templates to quickly create invoices for designers. You can easily customize the invoice with your own branding, services provided, and payment details.
Downloadable PDF
Users can download a professional-looking invoice template in PDF format, which can be filled out and sent to clients.
Customizable Fields
The template includes customizable fields for adding item descriptions, rates, quantities, and totals, allowing for a detailed invoice tailored to individual services.
Simple Step Guide
Offers an easy-to-follow, ten-step guide to filling out and customizing the invoice template, helping ensure all necessary information is included.
TrulySmall Invoices Promotion
Promotes the TrulySmall Invoices tool which automates invoicing, making the process faster and reducing the chances of mistakes.
Free Invoice Templates
Provides free downloadable templates that contractors can use to create professional invoices. These templates are customizable and come in various formats like PDF and Excel.
Guided Invoicing Steps
Offers a detailed step-by-step guide to help contractors create invoices using the templates. Covers steps from template download to invoice submission.
TrulySmall Invoice Software
Mentions a software solution called TrulySmall Invoice that automates invoice creation, sending, and tracking, reducing manual work for contractors.
Free Invoice Templates
Provides free, professional invoice templates that can be downloaded and used for small businesses to manage billing.
Detailed Invoice Layout
The templates include detailed fields such as business name, client info, itemized list of services/products, and payment terms.
Customization Options
Allows users to input their own details into the templates, such as services rendered, pricing, and business identity.
Multiple Format Availability
Offers invoice templates in different formats, like PDF, to cater to various user needs.
Free Invoice Templates
Downloadable invoice templates for freelancers, available in formats like Word, Excel, Google Docs, Google Sheets.
Customizable Templates
Templates can be customized with your own business details and format preferences.
Step-by-step Guide
Guides users on how to fill out and customize invoice templates effectively.
TrulySmall Invoices Integration
Option to sign up for TrulySmall Invoices for an automated and professional invoicing solution service.
Free Invoice Templates
Provides a selection of free invoice templates specifically designed for consultants, allowing easy and quick creation of professional invoices.
Multi-Format Export Options
Allows users to download invoices in PDF format and other formats ensuring compatibility with different systems and easy sharing.
Guides and Tips
Offers detailed steps and advice for consultants on how to effectively create and manage invoices, ensuring all necessary details are included.
Invoicing
Allows you to create and send invoices quickly and easily.
Personalized Emailing
Send customized emails with invoices attached directly to clients.
Electronic Payments
Accept digital payments seamlessly through the platform.
Automatic Reminders
Automatically send reminders to clients for unpaid invoices.
Digital Payment Options
Enable digital payments for easy and convenient customer transactions. Customers can choose between credit card options, ensuring broader accessibility.
Multiple Currencies
Allows transactions in local or international currencies easily, handling any exchanges for customers to pay from different locations.
Automatic Payment Reminders
Automatically sends reminders to customers who have not made payments, ensuring you don't miss out on due payments.
Invoice Payment Links
Includes a payment link on invoices, making it easier for customers to pay directly from their bill.
Free Invoicing Templates
Downloadable PDF and Excel templates for small business owners to create invoices easily.
Mobile App Integration
Option to use the TrulySmall invoicing app available on iOS and Android for easier invoice handling and tracking.
Guide to Invoice Anatomy
Information on key components of an invoice, helping users understand what each part means.
Budget Templates
A variety of free budget templates are available for download, providing ready-to-use spreadsheets for tracking expenses and revenues.
Mobile Compatibility
Offers an app that is compatible with both the App Store and Google Play, allowing users to manage budgets on the go.
Simplified Interface
The templates feature a clean and intuitive design to help users easily input numbers and track financial information.
Educational Content
Includes explanations and tips for using budget templates effectively, along with the benefits of budgeting for small businesses.