Find revenue gaps QuickBooks doesn't flag
TrueLedger compares billing rules and historical patterns against your invoices to surface missed, stopped, or underbilled revenue — even when billing isn't perfectly regular.
No credit card required • Read-only QuickBooks access
Three steps to revenue clarity
Connect QuickBooks (or try demo data)
Securely connect your QuickBooks account with read-only access, or explore with sample data to see how it works.
Define expectations — rules or suggested patterns
Create billing rules manually, or let our engine suggest patterns from your historical invoices. You control which rules are active.
Review findings ranked by confidence
Get prioritized findings with explainable evidence. High-confidence issues rise to the top so you can focus on what matters.
Not every business bills on a perfect cadence — and that's okay
Many SMBs bill by project, milestone, or ad-hoc work. TrueLedger compares recent activity to how each client was billed in the past, highlighting changes that may indicate missed revenue.
Previously billed clients with no recent invoices
Clients who were billed regularly but have gone quiet in the last 90 days.
Unexpected gaps after steady billing
A break in the usual billing pattern that may indicate missed invoices.
Sudden drops in billed amounts
Revenue from a client has decreased significantly compared to their history.
Two ways TrueLedger catches missed revenue
Rule-based checks
Explicit billing expectations
Monthly retainers and recurring fees
Project milestones and fixed amounts
Contract terms and billing cadence
Custom rules you define
Historical pattern checks
Changes compared to past activity
Clients who stopped being billed
Revenue drops vs historical average
Billing frequency changes
No rule required — just data
Starter vs Pro: Pick the depth that fits
Starter includes rule-based checks and high-confidence historical patterns — enough for most small businesses. Pro adds inferred rules, deeper pattern analysis, and exports.
See all plan detailsRead-only access. Your data stays safe.
TrueLedger uses OAuth to connect securely to QuickBooks. We never store your QuickBooks credentials, and we only request read-only permissions.
What we access
Customer names and contact info
Invoice numbers, dates, and amounts
Invoice line items and descriptions
What we never access
Bank accounts or payment methods
Credit card information
Ability to create, edit, or delete records
Start free in minutes
Connect QuickBooks or explore with demo data. No credit card required.
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