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Description
Tools designed for businesses that prioritize efficiency can streamline your workflow effectively. The Proposals platform features a user-friendly text editor that allows you to concentrate solely on the content, eliminating concerns about formatting. You will receive instant notifications when your clients take significant actions related to your proposals. A simple pricing table enables you to itemize product and service costs without hassle. Personalize your documents by incorporating your logo, terms and conditions, and any supplementary notes for your clients. All your invoices are stored securely on the Colibro platform, where you can monitor when clients have accessed them. Manage your finances effortlessly by tracking which invoices are paid and which remain outstanding by recording payments directly against them. If your billing needs are recurring, you can automate this process, saving valuable time during each billing cycle. Uploading receipt files directly from your browser makes it easy to register expenses swiftly. You can also categorize expenses to generate comprehensive reports for your records, which can be exported to your preferred accounting software. Stay organized by monitoring your expenditures according to different expense categories and specific client projects to ensure financial clarity. The combination of these features provides a robust framework for managing your business finances efficiently.
Description
Elevate your business operations by implementing automation for your budgeting and expense management with TrulySmall Expenses. This tool will enable you to monitor your expenditures effectively, potentially increase your tax refund, and facilitate more informed financial decisions. If you haven't yet established a separate bank account for your business, rest assured, we can assist you with that as well. By keeping your personal and business expenses distinct and organized, you can transition between the two accounts seamlessly. Gain insights into your leading expense categories, monthly financial plans, and spending patterns, allowing you to pinpoint where your money flows and identify areas for cost reduction. With TrulySmall Expenses, tracking your finances becomes straightforward; you can effortlessly integrate any expenses into your invoices. Thanks to our OCR technology, simply take a picture of your receipts, and we will automatically extract and input the details as transactions, ensuring you spend less time on paperwork and more time on growing your business. Stay in control of your financial journey and unlock the potential for smarter spending choices with our innovative solution.
API Access
Has API
API Access
Has API
Integrations
TrulySmall Accounting
TrulySmall Invoices
Pricing Details
$9 per month
Free Trial
Free Version
Pricing Details
$8.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Colibro
Founded
2016
Country
United States
Website
colibro.com
Vendor Details
Company Name
TrulySmall
Country
Canada
Website
trulysmall.com/trulysmall-expenses/
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Product 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