Systems and procedures instead of scattered spreadsheets and emails

First we learn how your company's processes work, then we set up procedures and tools: Google Sheets templates, ready-made no-code tools or custom-built tools.

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First we learn the company's processes

Data entry can be the most burdensome part of working with accounting. Before we propose a tool, we check how the company works today.

  • Pain points

    We ask what takes the most time, where documents get lost and what you are waiting for.

  • What is recurring

    We single out the matters that come back every week or every month.

  • What is occasional

    We describe rare matters separately, so that next time we do not start from scratch.

This is also how we begin every accounting engagement; we describe it on the How we work page.

Procedures and templates in Google Sheets

We organize matters now scattered across Excel files and emails in Google Sheets with a clear division: who fills in what and by when. We prepare the spreadsheet templates ourselves, according to the procedures agreed with you.

  • Month-end checklist

    A list of documents and deadlines: who passes what to the accounting office, and when.

  • Approval of cost invoices

    Who describes the invoice, who approves it and where the decision is recorded.

  • Registers and summaries

    Spreadsheets in which recurring data is entered once and in a single layout.

A tool matched to the process

We choose the tool to fit the process, not the other way around: the simplest one that is enough. This concerns tools in your company; we keep the books of all clients in a single accounting system of the office.

  • No programming (no-code)

    Ready-made tools configured without programming, when the process is simple and stable.

  • With a small amount of code (low-code)

    Tools with a small amount of code, when the process requires custom rules or several approval steps.

  • Custom-built (programming)

    A tool built from scratch, when the process is unusual and ready-made solutions are not enough.

Working in the cloud

We prefer working in the cloud, but it is not a condition of working with us, and we help set it up.

Day to day we work in Google Drive and Google Sheets: the company and the office work on the same files, without sending further versions by email.

If your company works on desktop applications, we help you move to working in the cloud: we set the order (first the documents that circulate between the company and the office, then other processes), organize folders and set permissions, that is, who in the company and in the office has access to which documents.

We describe who this way of working suits on the Who we work with page.

Procedures that work in the platform

In a company that uses the Month-End module, you can see each month what the office already has and what is missing, and reminders reach the right people before the deadline. In the Invoices module, the person who placed the order describes the invoice, and the right approver approves it on a phone.

Documents reach the office through the Inbox module: one button on your phone and one email address for each company. The Payments module gives transfers with an unreadable title a clear description and compares the invoice with the order.

The Settlements module compares settlements from payment operators, sales platforms, carriers and lessors with the contract or price list; we set up the verifier for each additional entity together with you during implementation.

The platform modules are part of True Balance accounting services. We implement the platform for a limited number of our accounting clients. The scope of connections is agreed during implementation.

We describe all the modules on the My True Balance platform page.

Let us talk about the processes in your company

You tell us what takes the most time today, and we will propose procedures, tools and a quote.

Book a call