Accounting on a real ledger
Invoicing, banking, expenses and bills, payroll, sales tax and reports in one workspace. Every transaction posts balanced journal entries, so the books add up and the reports are current the moment you open them.
TrueBooks
Cloud accounting for small businesses, built on a real double-entry ledger. Designed, built and run by Xsofty.
- Status
- Live
- Category
- Cloud accounting
- Platform
- Web
- Plans
- Free plan; paid plans opening soon
Who it is built for
Small businesses that want proper books without a month-end scramble, and the accountants they invite in to work alongside them.
One workspace for the books
Everything posts to the same double-entry ledger, from the first invoice to the payroll run.
Invoicing
Invoices with line items and tax, recurring invoices, credit notes and refunds. Share each one as a PDF or a link and record the payment when it arrives. Emailing invoices and online payments are not available yet.
Banking
Payments received, bills paid and expenses logged all post to your bank accounts in the ledger, so balances stay current, and you reconcile each account against its statement. Direct bank feeds are on the roadmap.
Expenses and bills
Vendor bills with approvals and accounts payable aging, recurring bills, and expenses tagged by class and project.
Payroll and sales tax
Payroll runs with employee taxes and employer contributions worked out on each run. Sales tax is tracked alongside it.
Reports and month-end close
Profit and loss, balance sheet, cash flow, trial balance and budgets against actuals, read straight from the ledger. A month-end checklist locks the month once it is signed off.
Team and audit trail
The owner invites accountants and read-only viewers. Postings, voids, approvals and sign-offs are logged with who and when, and any account in a report opens the transactions behind it.
The whole page, on both screens
Full-length captures of the live website, on desktop and phone. Keep scrolling and each page runs through its screen.
What building it takes
TrueBooks is ours from end to end: we designed it, built it and keep it running. It is the same kind of work we take on for clients who need a SaaS product or a web app.
One transaction per posting
Each invoice, expense and payroll run posts its journal entries inside one transaction, the way the ledger is kept balanced.
Seats, roles and plan limits
Team seats, three roles (Owner, Accountant and Viewer) and plan limits on team members, invoices and customers, with every feature on every plan.
Built to hold up under load
Connection pooling, rollup balances and caching were designed in from the first version, not added later.
Start on the free plan
The free plan is open today for up to two team members, five customers and 20 invoices a month. No credit card is needed to start.
Every feature is on every plan. Two paid plans, Plus and Pro, are opening soon: they add more team members and remove the limits on invoices and customers. Everything set up on Free carries straight over when you upgrade.