FreshBooks
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Proceeds Waterfall Analysis
- Collaboration
- Cloud-Based Equity Portal
- Electronic Document Management
- Financial Round Modeling
- Equity Management
Pricing Info
Pricing Info
TruEquity offers a free plan and three enterprise pricing plans.
Founder – Free
- Includes 10 shareholders
- Shares and options management
- Support via forums
Standard – $49/month ($1.20/newly added shareholder)
- Includes 10 shareholders
- Shares and options management
- What-if scenario modeling
- Support via forums and email
- Option expense reporting – $999/year
Premium – $199/month ($2/newly added shareholder)
- Includes 50 shareholders
- Shares and options management
- What-if scenario modeling
- Electronic document management
- Proceeds waterfall analysis
- Support via forums, email, and phone
- Option expense reporting – $1,499/year
Enterprise – by quote
- All Premium plan features
- Customization
Integrations
Integrations
TruEquity supports e-signature through its integration with:
- DocuSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kaltura, Zerto, Carmel Ventures
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TruEquity is a complete and end-to-end cap table software that accelerates and improves analysis and collaboration in private equity administration.
Company Email
info@truequity.com
Contact No.
Company's Address
TruEquity, LLC
2672 Bayshore Parkway Suite 1055,
Mountain View, CA 94043
USA
TruEquity Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Online Invoicing
- Customizing your invoice
- Tracking Invoice Views
- Puting Business on Auto-Pilot
- Getting paid with deposits
- Getting paid with credit cards
- Customizing due dates
- Quick discounts
- Estimates
- Online Payments
- Late Payment Fees
- Recurring Invoices & Auto Payment
- Multi Currency & Multi Language
- Client Portal
- Late Payment Reminders
- Sales Taxes
- Client Credit
- Track Offline Payments
- Send Emails or Snail Mail
- Automated Tax Circulations
- Invoice Previews
- Knowing when the customer has seen the invoice
Expense Tracking
- Automatic expense import
- Snaps
- Tracking spending per project
- Remember vendors
- Tax friendly categories
- Easy-to-read categorization
- Attach receipts (PDF or Image)
- Expense Report Filters
- File import
- Recurring Expenses
- Assign & Rebill Expenses
Time Tracking
- Timer
- Team timesheets
- Clear breakdown of the day
- Tracking against clients and projects
- Detailed Time entry notes
- Automated bills for tracked hours per project
- Project Managers
- Track Unbilled Time
- Different Rates for each Project
- Generate Invoices
Projects
- Sharing images and files
- Collaborating with clients, contractors, and employees
- Project due dates
- Centralized conversations
- Current Project overviews
Payments
- MasterCard, Visa, and American Express
- Quick bank deposits
- Automatically recorded payments
- Fees recorded as expenses
- Single-click setup
- Safe & secure
- Simple payment experience
Accounting Reports & Taxes
- Accounts Aging
- Profit & Loss
- Balance Sheet
- Expense Reports
- Item Sales
- Sales Tax
- Export to CSV or Excel
- Invoice Details Reports
- Accounts Aging Reports
- Filters for report customization
- Summary of outstanding revenue
- Clear spending breakdowns
Pricing Info
FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. FreshBooks is offering a 70% off for the Lite, Plus, and Premium plans for 3 months for new customers. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:
- Customize and send unlimited invoices
- Invoice status tracking and updates
- Automatic late payment reminders and fees
- Easily accept online credit card payments
- Easily add and categorize expenses
- Track your time by project and clients
- Clear and simple reports and dashboards
- Work on any device – computer, tablet or mobile
- Data that’s 100% secured and automatically backed up
These are the pricing details for each available plan:
Lite – $21.00 USD/month or $226.80 USD/year (with a 10% annual discount)
- Bill up to 5 active clients
Plus – $38.00 USD/month or $410.40 USD/year (with a 10% annual discount)
- Bill up to 50 active clients
Premium – $65.00 USD/month or $702.00 USD/year (with a 10% annual discount)
- Bill unlimited active clients
Note that the company also offers discounts for annual payment.
Integrations
FreshBooks integrates with the following business systems and applications:
- Google Apps for Work
- Gusto
- OneSaas
- Shopify
- Stripe
- Capsule
- Acuity Scheduling
- Partial.ly
- hurdlr
- You don’t need a CRM!
- Yalla
- 123 Form Builder
- Revamp CRM
- EazyBI
- FUNDBOX
- Zapier
- HubSpot
- Braintree
- Solve
- Zendesk
- LiveChat
- Automatic
- MileIQ
- ReceiptBank
- Xpenditure
- Wufoo
- MailChimp
- Authorize.net
- PayPal
- PAYMENTEVOLUTION
- Basecamp
- Citrix Podio
- Bidsketch
- Proposify
- Blacktimer
- Chrometa
- ChronoMate
- Hours
- toggl
- Avalara TrustFile
- RightSignature
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A winner of our 2021 Best Accounting Software Award, this robust cloud accounting app for small businesses makes billing easy and efficient. FreshBooks allows users to manage key processes easily from turning receipts into expense files to tracking billable hours. Special modules to manage projects and tax are also available.
Company Email
info@freshbooks.com
Contact No.
Company's Address
35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada
FreshBooks Comparisons
Popular FreshBooks Alternatives
Please note that even though both TruEquity and FreshBooks may offer an excellent range of features each app could be designed for a different company size. If you are comparing features you may want to focus on a business size they are meant for. Specific elements might scale up with no problem for large enterprises but if you have a small or medium business it’s frequently better to stay away from paying for advanced functionalities that you may never have a chance to use.
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