Simple accounting for businesses and nonprofits that need real books without the clutter.
Send invoices, track expenses, import bank activity, run reports, and manage nonprofit funds in one calm, easy workspace. Start with a 7-day Pro trial, no credit card required, cancel anytime, and try every available feature.
No credit card required. Cancel anytime.
TrimBooksHQ workspace
Today’s books
Fund restriction
$42,800
Youth program grant, temporarily restricted.
Built for the way teams work
More than invoices. Less intimidating than legacy accounting.
TrimBooksHQ brings together daily bookkeeping, real double-entry accounting, permissioned team access, subscription-aware features, and nonprofit fund tracking. The interface stays warm and approachable while the ledger, reports, and controls stay serious.
Invite the right people
Owners, admins, accountants, staff, and read-only users can work from the same books with role-based permissions.
Move from QuickBooks®
Import your chart of accounts, customers, vendors, items, balances, and transaction history from supported QuickBooks® Excel exports.
Keep an audit trail
Every subscription includes audit logs so changes stay visible as your team grows. Pro adds accountant access.
Product details
Everything your books need, arranged in a calmer way.
Invoices, estimates, and payments
Create invoices, convert estimates, email customers, and collect through Stripe payment links.
Expenses, bills, and receipts
Track vendor bills, operating expenses, uploaded receipts, and get AI receipt extraction on Pro when it ships.
Banking and reconciliation
Import bank activity, categorize transactions, reconcile accounts, and add rules as your books grow.
Reports with accounting depth
Profit & loss, balance sheet, cash flow, aging reports, general ledger, trial balance, and sales tax.
Grant and donor restrictions
Track funds, earmarks, donor contracts, and temporary or permanent restrictions for nonprofit reporting.
Classes, locations, projects, and tags
Slice activity across dimensions so teams can understand programs, locations, jobs, and campaigns.
Who it is for
Built around the jobs people actually need done.
For small businesses
Send invoices, track payments, manage expenses and bills, import bank activity, and keep reports close at hand.
For nonprofits and organizations
Track funds, grants, restrictions, donor designations, budget ratios, visual program health, board-ready reports, and contract links without spreadsheet sprawl.
For accountants and bookkeepers
Use accountant access, audit logs, chart of accounts, reconciliations, general ledger detail, and read-only roles.
Nonprofit workflow
Nonprofit accounting that remembers the promise behind the gift.
Funds, grants, donor contracts, reporting, and restrictions stay connected so teams can see how money was given, where it can go, and what story the board needs next.
Scan the nonprofit toolkit
Use the arrows to move through all eight workflow cards.
Nonprofit comparison
Built around the nonprofit jobs generic books make awkward.
The goal is nonprofit-software clarity inside a cleaner accounting workspace: fewer workarounds for funds, restrictions, budgets, donors, boards, and Form 990 preparation.
Subscriptions
Start simple, then unlock more accounting depth.
Start with a 7-day Pro trial, no credit card required, cancel anytime, so you can try every available feature. Nonprofit pricing is built into every tier. AI receipt extraction is Coming Soon, and add-ons for extra users, extra organizations, and accountant portal access are managed from Billing.
Starter
For very small businesses just getting started.
Nonprofit: $8/mo
- 1 user
- Up to 25 invoices / month
- Estimates and customer tracking
- Basic expenses and receipt upload
- Chart of accounts
- Profit & loss + dashboard
- Audit log
Core
The everyday plan most businesses choose.
Nonprofit: $15/mo
- 3 users
- Unlimited invoices
- Bills, vendors, products & services
- Bank transaction import + basic reconciliation
- Invoice email + Stripe payment links
- Core financial reports
Pro
When you need real accounting depth.
Nonprofit: $30/mo
- Up to 10 users
- Recurring invoices and bills
- Bank rules + advanced reconciliation
- A/R aging, A/P aging, general ledger, trial balance, sales tax
- AI receipt extraction (Coming Soon)
- Custom invoice templates
- Accountant access
- Dimensional budgeting by location, program, project, class, and tags
- Dimensional reporting by location, program, project, class, and tags
- Data visualization for inflows, outflows, grants, funds, and projects
- Form 990 report preparation
- Statement of Financial Position and Activities by fund
- Board and donor reporting package
- Grant fund tracking
- Classes, projects, locations, tags
- Payroll for W-2 employees and 1099 contractors
Try every feature with a 7-day Pro trial.
Explore Pro first with no credit card required. Cancel anytime, then choose Starter, Core, Pro, or nonprofit pricing when you are ready.
Compare plans
The short version of what changes as you grow.
Start with Pro for 7 days, then choose the tier that matches how deep your books need to go.
Pro is best when you need grant funds, project dimensions, data visualization, accountant access, and deeper reports.
Try Pro freeMoving from QuickBooks®?
Bring over the pieces your books depend on.
Import supported QuickBooks® Excel exports for chart of accounts, customers, vendors, products and services, opening balances, bills, payments, expenses, journal entries, and ledger history.
FAQ
Questions people ask before moving their books.
Can I import from QuickBooks®?
Yes. TrimBooksHQ supports QuickBooks® Excel exports for core lists and accounting activity, including chart of accounts, customers, vendors, items, balances, bills, payments, journal entries, and more as migration support expands.
Is this real double-entry accounting?
Yes. Activity posts through journal entries, account balances are tied to the ledger, and reports such as balance sheet, profit and loss, trial balance, and general ledger use accounting data underneath.
Can my accountant access my books?
Yes. Team roles include owner, admin, accountant, staff, and read-only access, and audit logs are included on every subscription.
Can nonprofits track restricted funds?
Yes. Funds, earmarks, donor contracts, temporary restrictions, permanent restrictions, grantor reports, Pro dimensional budgeting, Pro dimensional reporting, Form 990 preparation, nonprofit statements by fund, board/donor reporting, and Pro data visualization across locations, programs, projects, classes, tags, funds, and grants are part of the nonprofit workflow.
Can I send invoices and accept payments?
Yes. You can create invoices, email them, and use Stripe payment links on supported plans.
Is AI receipt extraction available now?
Receipt upload is available today. AI receipt extraction is Coming Soon and is labeled that way in Pro.
What happens after the 7-day trial?
You start with a 7-day Pro trial, no credit card required, and can cancel anytime. Try the full workspace, then choose Starter, Core, Pro, or nonprofit pricing.
Give your team a calmer way to keep the books current.
Start with invoices and expenses today. Grow into reconciliations, grant reports, accountant access, audit logs, and richer financial reporting when you are ready.