Complete, automatic, live and trustworthy, and shared. Every capability below exists to give you time back and to keep your money picture correct.
Nothing is filed without a human approving it.
Connect bank accounts through the regulated Account Aggregator system and every payment service you use. On first connection, TruBook reaches back over recent months and presents an initial sorted picture.
TruBook works out what each credit and debit is and records it. It asks you to confirm only the handful it is genuinely unsure about, and it asks less over time as it learns your patterns.
This is where freelancers most often get hurt and where no ordinary product helps. TruBook fetches the bank proof document, matches it, and watches your declarations.
The most complex and most feared part of your money life, handled with absolute correctness, and never filed without your approval.
For a registered freelancer, TruBook prepares returns on the applicable schedule and drafts them for one-tap approval.
The invoice is where income begins, and a correct invoice makes the downstream tax treatment correct.
Bills and receipts arrive however is easiest for you, and TruBook reads them and records them with the right detail.
The shared workspace replaces the chaotic, once-a-year handoff with a calm, continuous, recorded collaboration.
Visibility turns record-keeping into a decision-making advantage.
As much as possible happens through the messaging app you already live on, with no new app to learn.
Connect in minutes and watch TruBook sort your last few months automatically.