Kashoo / TrulySmall Review 2025: Features, Pros & Cons + Pricing Guide

Kashoo / TrulySmall Review 2025: Features, Pros & Cons + Pricing Guide

Simplified small business accounting with smart automation — Kashoo / TrulySmall’s 2025 advantage in UX, pricing, and real-time insights.

Kashoo / TrulySmall Overview & 2025 Industry Position

Kashoo, the parent company of TrulySmall, has consistently focused on simplifying accounting for freelancers, solopreneurs, and microbusinesses. In 2025, this duo stands as a key player in the micro-SaaS finance stack — empowering business owners to keep accurate books without an accounting degree. Anchored by bank feed automation, real-time reconciliation, and intuitive reporting, Kashoo / TrulySmall platform offers a lightweight but powerful alternative to bloated small business accounting software. With core features tailored to non-accountants and a pricing model that favors lean operations, it’s a strategic match for emerging and established solopreneurs alike.

From Launch to 2025: Kashoo / TrulySmall’s Journey

Kashoo was founded in 2009 in Vancouver, Canada, offering basic cloud-based accounting software. In 2015, it introduced automatic bank feeds and reconciliations. The company debuted its modern UX upgrade in 2018, enhancing usability for non-accountants. In 2020, Kashoo launched “TrulySmall” as a distinct but integrated platform focused purely on self-employed and small business needs. By 2022, AI-powered categorization and auto-reconciliation became core features. In 2024, they rolled out native invoice tracking via mobile. Now in 2025, the product roadmap emphasizes even deeper integrations with POS and e-commerce platforms, cementing Kashoo’s niche as the “effortless accounting layer” for small operators scaling fast.

Kashoo / TrulySmall review 2025 hero — product timeline and strategy highlights
Kashoo / TrulySmall’s evolution from launch to 2025, with the strategy that defines this year.

Pro Tip: Use TrulySmall to automate 90% of your monthly reconciliations by simply connecting your business bank account — ideal for freelancers needing real-time clarity.

Kashoo / TrulySmall Key Features

Kashoo / TrulySmall’s product line is tailored to simplicity and automation-first workflows. It combines core accounting tools with AI-driven categorization and seamless invoicing:

  • Automatic bank feeds with smart transaction matching
  • Real-time expense and income categorization via AI
  • Multi-language invoicing with delivery and read receipts
  • Sales tax tracking and automatic reports (US & Canada)
  • Receipts inbox with OCR scanning for mobile uploads
  • Built-in time tracking and project-based income tagging
  • Simple dashboard with cash flow insights
Kashoo / TrulySmall dashboard showing income tracking via auto-categorized bank data — updated in real time.

Workflow & UX

One of the most impressive aspects of Kashoo / TrulySmall is its minimal learning curve. First-time users typically navigate setup in under 10 minutes — ideal for entrepreneurs without bookkeeping experience. The streamlined interface reduces visual clutter, guiding users clearly toward actions like issuing an invoice, connecting a bank, or categorizing transactions. The left-hand navigation panel is logically grouped, and color cues draw attention to critical financial insights. The mobile app mirrors the desktop experience and supports receipt capture, invoice editing, and smart reminders.

Kashoo / TrulySmall Pricing Analysis & Value Metrics

PlanIdeal ForIncludes2025 Price
TrulySmall Accounting Solopreneurs, freelancers Bank sync, AI categorization, invoicing, tax reports $20/month or $200/year
Kashoo Full Plan Small teams or high volume Includes payroll integrations, project tracking, multi-user $30/month or $300/year

Compared to industry standards like QuickBooks or Xero, the Kashoo / TrulySmall offering is priced more accessibly and eliminates many hidden fees. No costs for report exports or receipt scans make this a clear value-oriented platform in mid-2025.

Kashoo / TrulySmall Discount Code

kashoo-/-trulysmall

Breakdown of Kashoo / TrulySmall pricing tiers as of July 2025, highlighting ideal use cases and embedded value.

Competitive Landscape

PlatformBest ForMonthly PriceKey Difference
Kashoo / TrulySmall Solopreneurs, small business $20–$30 Simple UX, real-time AI categorization
QuickBooks Online SMBs with accountants $30–$85 More complex, deeper reporting
Xero Multi-entity operators $15–$70 More features, higher learning curve
Wave Startups seeking free tools Free/$20+ Limited integrations, add-on fees

Typical Use Cases

Kashoo / TrulySmall is ideal in the following scenarios:

  • Freelancers or consultants managing both revenue and expenses solo
  • Retail shop owners or e-commerce sellers needing quick tax reports
  • Remote service providers with minimal client invoicing
  • Real estate entrepreneurs or gig workers needing category-based insights

Integrations

As of mid-2025, Kashoo / TrulySmall includes direct integrations with:

  • Stripe, PayPal, and Square payment processors
  • Shopify, BigCommerce, and Etsy
  • Gusto and SurePayroll for payroll linkage
  • Google Drive and Dropbox for document sync

An open API is available in beta for developers and accounting firms to build custom workflows.

Ecosystem view of Kashoo / TrulySmall integrations across common SMB platforms like Stripe, Shopify, and Gusto.

Pros & Cons

  • ✅ Streamlined for freelancers and microbusinesses
  • ✅ Real-time updates with AI-driven accuracy
  • ✅ Affordable and transparent pricing
  • ⬛ Limited advanced reporting for medium-sized teams
  • ⬛ Fewer accountant-centric features vs. QuickBooks

Final Thoughts

For those seeking straightforward, dependable, and budget-conscious accounting software, Kashoo / TrulySmall makes a compelling case. In 2025, it stands out for simplicity, automation, and a strong pricing-to-value ratio. It’s not built for CFOs — but for freelancers, small operators, and growing solopreneurs, it’s likely the only accounting tool they’ll need.

Kashoo / TrulySmall FAQ