Trupenny

Bookkeeping firms live in QuickBooks. Their clients live in their inbox. Bridge the two.

Most done-for-you bookkeeping firms run their clients out of QuickBooks Online plus a sea of email threads, receipts forwarded as attachments, "can you send the P&L?" questions in the same inbox as billing reminders, document requests in shared Drive folders no one can find. The firms know how to do the books. Their clients have no idea where anything lives.

Trupenny's brief was to wrap that operation in a real product. One portal where clients see their own books, upload missing documents, ask questions and get answers via Zendesk, and pay their subscription via Stripe, all routed through their bookkeeping firm without changing how that firm does the actual work in QuickBooks.

It also had to ship as a complete SaaS, not a prototype. That meant a full bookkeeper admin desk for managing multiple clients, secure document vault with version history, and a Zendesk-powered support layer woven into the product, not bolted on.

The dashboard answers the only question a small-business owner ever asks.

"Am I making money?" Net profit lives in the featured KPI tile, with month-over-month delta. Revenue, expenses, and cash on hand sit alongside it; a six-month trend chart proves the shape of the business at a glance. Every figure on this screen is QuickBooks-live, with the sync timestamp visible, the bookkeeping firm doesn't need to "send the report"; the client already has it.

The reports column lists this month's published artifacts, P&L, Balance Sheet, Cash Flow, plus the quarterly tax memo, each tagged with the bookkeeper who closed them. Activity on the right shows what changed, who changed it, and what's still waiting for a receipt.

One OAuth, every source of truth.

Connections is where the product earns its sync. QuickBooks Online is the spine, every transaction, vendor, and chart-of-accounts flows from there. Bank feeds plug into it via Plaid; receipts flow in from the document vault; Stripe Billing reconciles itself against the same merchant ledger.

Each connection shows last-synced time, account count, and a one-click resync. Revoke any one and the rest of the product cleanly degrades to a read-only state, never a half-updated number on the dashboard. The whole money layer stays trustworthy because every source is named, timestamped, and revocable.

Drop a receipt, never email your bookkeeper again.

Documents and transactions are the closing-the-loop screens. The drop-zone accepts PDFs, CSVs, scanned images, and bank statements; files attach to a transaction by date+amount match, get tagged with month and category, and version-control automatically.

The transactions side shows the queue the bookkeeper actually works, categorized vs. uncategorized, missing-receipt flags, AI-suggested categories with confidence scores. The two screens are deliberately one trip; the moment a client uploads a receipt, the matching transaction in the queue updates in real time.

A P&L that reads like a sentence, not a spreadsheet.

The income statement is the screen clients open before every investor call, every loan conversation, every quarter-end. We built it to print as well as it browses, rounded line items, year-over-year deltas, monthly columns, and a footer that names the bookkeeper who closed it.

Click any row and you drill into the underlying transactions; the data trail goes from "Net profit: $84,247" all the way down to "United Airlines · ORD→SFO · -$486.40 · Receipt: linked." Every published report exports as a PDF that's already partner-letter quality.

Settings is one page, three tabs, zero confusion.

Profile · Billing · Connections. Stripe Billing handles subscription lifecycle entirely, plan changes, proration, dunning emails, failed-payment retries, surfaced through a single settings panel that never makes the client log into Stripe.

The profile tab holds firm assignment, primary contact, and the danger zone (cancel, export, delete). One of the smaller decisions we're proudest of: changing your plan never asks you to "contact sales."