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What is TrulySmall Accounting?

TrulySmall Accounting offers an ideal solution for small enterprises, simplifying your operations with a single, easy-to-navigate software platform designed to enhance productivity. By automating various accounting functions, you can recover precious time that was once consumed by monotonous bookkeeping chores. Just connect your bank account, and we will take care of automatically categorizing and posting all your financial transactions. You can easily generate invoices, track their progress, and obtain insights into payment schedules. Furthermore, we handle sending out automated reminders to your clients when payments are due, ensuring nothing slips through the cracks. Our software also guarantees that your accounts are reconciled seamlessly, matching invoices with incoming payments to eliminate any doubts regarding received funds. Bid farewell to the complexities of Excel spreadsheets; once you link your bank to TrulySmall Accounting, you'll have all your vital business reports ready in under five minutes. This capability not only enhances your comprehension of your business's financial status, but it also equips you for loan requests and ensures you're well-prepared for tax season without the usual last-minute scramble. In the end, TrulySmall Accounting allows you to concentrate on expanding your business rather than being weighed down by financial management tasks, enabling you to achieve your goals more efficiently. With this powerful tool in your corner, you can make informed decisions and drive your business toward greater success.

What is Keeper?

Effectively engage with your clients, pinpoint coding errors, track essential performance metrics, and optimize your workflow seamlessly. Provide a comprehensive platform for your clients to manage unclassified transactions, upload bank statements, and assess their financial data. Introduce automated email notifications to reduce the necessity for manual reminders. Detect and correct misclassified transactions directly within the Keeper application. Keep an eye on KPIs and develop customized financial packages tailored to the needs of each client. When you log into Keeper, the first thing you will notice is a Client List showcasing all your clients alongside the progress made on their accounts. This list also highlights any outstanding Client Questions, showing which issues have been addressed. Furthermore, you can enrich your Client List by incorporating Client Properties, which give you a more profound understanding of each client; for example, a VIP client checkbox feature allows you to filter and view only those clients deemed a priority. This structured organization not only enhances operational efficiency but also significantly elevates the client experience. By maintaining such a system, you ensure that all aspects of client management are handled with accuracy and care.

Media

Media

Integrations Supported

Fleet
Indent
Nango
Nekton.ai
TrulySmall Expenses
TrulySmall Invoices

Integrations Supported

Fleet
Indent
Nango
Nekton.ai
TrulySmall Expenses
TrulySmall Invoices

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Pricing Information

$8 per month per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrulySmall

Company Location

Canada

Company Website

trulysmall.com/trulysmall-accounting/

Company Facts

Organization Name

Keeper.app

Date Founded

2020

Company Location

United States

Company Website

www.keeper.app/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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