Product overview
TrimBooksHQ
Modern accounting without the clutter.
TrimBooksHQ is cloud accounting for teams that need real books — double-entry journals, bank reconciliation, and financial reports — in a workspace that stays approachable as you grow from invoices and expenses into grant tracking, payroll, and board-ready reporting.
What you can do
Get paid faster
- Invoices & estimates
- Email delivery & resend
- Stripe payment links
Control spending
- Expenses & vendor bills
- Receipt upload
- Purchase tracking
Reconcile the bank
- CSV & Plaid import
- Categorize & match
- Rules on Pro
Report with confidence
- P&L, balance sheet, cash flow
- A/R & A/P aging
- General ledger & trial balance
Built for
Small businesses & contractors
Send invoices, track payments, manage expenses, import bank activity, and keep reports current without desktop accounting clutter.
Nonprofits & churches
Track grant funds, restrictions, earmarks, donor contracts, Form 990 prep, and board-ready statements — not spreadsheet workarounds.
Accountants & bookkeepers
Accountant role, read-only access, audit log, chart of accounts, reconciliations, and ledger drill-down on every plan.
Nonprofit advantage
Most small-business tools treat nonprofits like everyone else. TrimBooksHQ remembers the promise behind each gift — restricted vs unrestricted, grant years, and what grantors need back.
- Grant & restricted fund balances
- Earmarks, donor contracts, and restriction types
- Dimensional budgeting & reporting (location, program, class, tags)
- Form 990 report preparation (Pro)
- Statement of Financial Position & Activities by fund (Pro)
- Grantor-ready summaries and board reporting package
Plans & pricing
Verified nonprofits receive discounted pricing on every tier. Payroll included on Pro.
| Plan | Business / mo | Nonprofit / mo | Best for |
|---|---|---|---|
| Starter | $15 | $8 | For very small businesses just getting started. |
| Core | $29 | $15 | The everyday plan most businesses choose. |
| Pro | $59 | $30 | When you need real accounting depth. |
Full feature comparison at trimbookshq.com. Prices shown in USD; subject to change.
Why teams choose TrimBooksHQ
- Real double-entry ledger underneath every invoice, bill, and payment
- Calm, modern web workspace — no desktop install
- Nonprofit funds & restrictions built in, not bolted on with classes
- 7-day Pro trial, no credit card required
- QuickBooks® Excel import for migration
- Secure AWS-hosted backend with role-based team access
Hosted on AWS with encrypted transport, organization-scoped data, team roles (owner, admin, accountant, staff, read-only), and audit logging on every subscription.