One plan for every client you keep books for.
Firm
Includes 10 client businesses, then $15 per client a month.
- A separate team for every client: their own files, results and keys
- Checks pooled across all your clients
- Bank, vendor and supplier statements reconciled every month
- Invoices and statements whose numbers don't add up, flagged
A firm with 40 clients
| Firm plan, 10 clients included | $249 |
| 30 more clients at $15 | $450 |
| Each month | $699 |
That's about $17.48 per client, a fraction of one hour of reconciling by hand.
Talk to us
Tell us a little about your business. We'll reply within one business day, and your first month is set up with you.
Questions
How are clients counted?
A client is a team with at least one check in the month. Clients you didn't touch that month aren't counted.
Do my clients need their own accounts?
No. You run everything from your firm's login. You can invite a client into their own team if you want them to see their results.
Can you read the PDFs my clients send?
Statements exported as CSV, spreadsheets and text work today. PDF reading is being added now; tell us which statements you get and we'll check them first.
How do I pay, and where is my card stored?
With PayPal. You approve the subscription on PayPal's site and pay from your PayPal balance, bank or card, so none of it reaches TrueUp. You see receipts and change how you pay in PayPal, and can cancel any time from Plan & billing.