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What is TrulySmall Expenses?

Enhance your business's financial management by utilizing TrulySmall Expenses to automate your budgeting and expense tracking processes. This innovative tool allows you to efficiently oversee your spending, which can lead to a greater tax refund and empower you to make better financial choices. If you have yet to open a dedicated bank account for your business, we are here to guide you through that process as well. By separating your personal finances from your business expenses, you can navigate between the two accounts with ease. You will gain valuable insights into your primary spending categories, monthly budgets, and overall spending trends, helping you recognize where your funds are allocated and where you can cut costs. TrulySmall Expenses simplifies financial tracking, enabling you to seamlessly incorporate expenses into your invoices. Utilizing our OCR technology, you can capture images of your receipts, and we will automatically convert them into transactions, allowing you to minimize paperwork and focus on expanding your enterprise. By adopting this solution, you will take charge of your financial future and open doors to wiser spending habits. Moreover, your business will benefit from clearer visibility into financial health, ensuring strategic growth and sustainability.

What is Copilot?

Take some time to review your recent spending habits, keep an eye on any outstanding refunds, and get ready for your upcoming bills. Our advanced categorization system creates customized rules based on your unique financial behavior. You have the option to set budgets that track any leftover amounts from one month into the next. With detailed monthly summaries, you can gain valuable insights into your income alongside your expenses. You can easily approve smart adjustment recommendations with a simple tap. Our categorization system adapts quickly to your preferences, allowing you to create tailored spending categories and groups. For even the more intricate transactions, you can set up individualized rules. You can also access thorough information about your purchases made on platforms such as Amazon and Venmo, and modify any part of a transaction when necessary. By inputting your property address, Copilot can track the estimated value of your home over time. Monitor your net worth through a unified view of your financial accounts and investments. Copilot’s intelligent monitoring system will alert you when something needs your attention, sending you timely notifications. We prioritize the protection of your personal and financial details with the utmost diligence, treating your data with the same care we expect for our own. As you manage your finances, you can depend on Copilot to offer assistance and advice at every juncture, ensuring you feel supported throughout your financial journey. This way, you can approach your financial future with confidence and clarity.

Media

Media

Integrations Supported

Amazon
Era
TrulySmall Accounting
TrulySmall Invoices
Venmo

Integrations Supported

Amazon
Era
TrulySmall Accounting
TrulySmall Invoices
Venmo

API Availability

Has API

API Availability

Has API

Pricing Information

$8.99 per month
Free Trial Offered?
Free Version

Pricing Information

$8.99 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-expenses/

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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