Live demoClick around: open any page on the left, press buttons on the screen and scroll it, like in the real app.Tap a page, then tap the screen to scroll it and press its buttons.
app.trinity.ceo
The app shows the rest of this page.
Home
Answers
How much can I actually spend today?
Updates
With every bank sync
For
Owner
“Mine right now” is the cash in your banks after cards, bills, upcoming payments and taxes. Next steps lists up to three things that need you this week.
The card shows the date of the bank data it is based on.
Money Owed
Answers
Who owes me, and who do I owe?
Updates
When a debt is added or settled
For
Owner, office manager
Bills you owe and money customers owe you, side by side, with days overdue. Still to collect from jobs shows what is left on every job.
Tick a row when it is paid. Turn on Show settled to see the history.
Payment Calendar
Answers
What do I have to pay, and when?
Updates
Recurring payments, added once
For
Owner, bookkeeper
Payroll, rent, loans and supplier bills on one calendar, with the total scheduled for the month and the list of what to pay next.
Add a recurring payment once and it shows up every month.
Jobs
Answers
Which jobs made money?
Updates
With every bank sync
For
Owner, project manager
Every job with contract, collected, still to collect, job costs and gross profit, so you see the margin before the job closes.
Tabs split jobs into In progress, Completed and Canceled.
Transactions
Answers
Where did the money go?
Updates
With every bank sync
For
Bookkeeper, owner
Every bank and card transaction, sorted into a category, a P&L line, a job and a contact. Auto-sort rules do most of it.
The No category, No job and No contact tabs show what is left to sort.
Cash Flow
Answers
Is my cash healthy?
Updates
With every bank sync
For
Owner
A cash flow health score from 0 to 100, with indicators for overhead cushion, profit in the bank, owner draws and new card debt.
Every indicator shows its healthy range, like “Keep under 20%”.
Profit & Loss
Answers
Did we make money?
Updates
With every bank sync
For
Owner, CPA
Revenue, job costs, overhead and profit, with margins scored against healthy ranges and where each $1 of revenue went.
Compare any period with the same period last year.
Taxes
Answers
How much should I set aside for taxes?
Updates
With every bank sync
For
Owner, CPA
Estimated tax for the year as you go, what is paid and what is overdue, with the next due date. Estimates are for planning.
For my CPA exports the year in one file. Your CPA files the return.
Real Trinity screens with example data for a fictional company.
Read-only bank connections
Custom setup included
Weekly monitoring by our team
Month to month, no contract
Who it’s for: companies with one legal owner. Sole proprietors, single-member LLCs and single-shareholder S-Corps. Two or more owners: Core without taxes.
"Contractors with strong revenue kept asking me the same question: where did the money go?"
Raim Yestayev, founder. Former finance director at a US agency, inside the books of American companies every day.
Real lines and job from the Trinity example company.
Connect the money behind the work
Connect your bank accounts, cards and loans once. Every transaction is sorted by rules built for your business, checked by our team, and lands in the right report.
1Roles for your bookkeeper, project manager or CPA
2Pick the pages each role can open
12
Real Trinity screen, example company.
Platform plus a team. Set up for you.
You don't get another app to learn. You get clean books every week.
Pick a time 30 min · video call
Mon27Tue28Wed29Thu30
9:00 AM10:30 AM1:00 PM3:30 PM
01 · Day 1
Free 30-minute call
We look at how you run jobs and money today. No commitment.
Connected accounts Read-only
Checking 4417ChaseConnected
Savings 2290ChaseConnected
Chase Ink 6620Credit cardConnected
Amex 1009Credit cardConnected
02 · About 1 business day
We set it up for you
Accounts connected read-only through Plaid and Fintable, sorting rules built for your business.
This week 1 of 3 questions
SUNBELT RENTALS #212Sep 21 · ($4,053.33)
Which job is this for?
03 · Every week
Your part: one minute a week
A few questions on your phone about your own transactions. Tap or talk; our team sorts the rest. Try it: pick a job on the card, or take the full check-in.
Every week we sort new transactions and match them to jobs, ask you 3 to 5 questions at most, and flag unpaid invoices over 30 days, a low point in cash and growing card debt. Every month we check the books against your bank, S-Corp payroll included, and send a short summary.
04 · Any day
You read your numbers
Profit, cash, jobs and taxes, current every week. Open Home
Every quarter you get an updated tax estimate and a reminder two weeks before each due date. Every year your CPA gets 1099 data for your subcontractors and a year-end package.
With Advisor: a call every two weeks to decide what to do next, an S-Corp savings estimate to review with your CPA, and a data package for your CPA every quarter.
Your finance department, outside your company
A bookkeeper records the past. A CPA files your taxes once a year. Trinity keeps your numbers right every week and tells you what they mean: what each job made, how much cash is really yours and what to set aside for taxes.
What they do
How often
Bookkeeper
Records your transactions
Monthly, often weeks behind
CPA
Files your tax return
Once a year, looking back
Accounting software
Gives you a tool
When you find time to do it yourself
Trinity
Keeps the numbers right and explains them: profit per job, cash ahead, taxes to set aside
Every week, looking ahead
See all of Trinity in 12 minutes
Every screen with example data: profit per job, cash, taxes, your weekly check-in and how your data is protected.
Two or more owners? Start with Core: books, cash and profit, every week. Taxes for partnerships (Form 1065, K-1s) stay with your CPA, and we hand them clean books.
Prefer every transaction handled by a person only, without AI suggestions? Core with manual review is $800 a month ($640 billed yearly).
Larger company, or need reports for your bank? Tell us what you need and we will put together a custom plan.
Custom financial setup included on every plan. Month to month, cancel anytime. No setup fee: your transactions are in about one business day after you connect your bank. Paying yearly? Full refund in the first 30 days. Read-only access: we can’t move your money and never ask for your passwords. Your data stays yours: if you leave, you take your transactions and reports with you, and we delete everything on our side. We work with your CPA, not instead of them. Trinity is not a CPA firm; tax figures are estimates for planning. Books months behind? Cleaning up past months is included when you pay 3 months or a year upfront; on monthly billing it is a one-time fee, quoted before we start. Support hours: business days, US Eastern Time (ET).
Free tools for contractor owners
Calculators and templates you can use today. No sign-up. Your numbers stay in your browser.
Contractor companies with one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine. Companies with two or more owners can use Core without taxes.
We have two owners. Can we use Trinity?
Yes, on Core without taxes. We keep your books, cash and profit current every week, the same as for any client. Taxes for a company with two or more owners (partnership returns, K-1s, owner shares) stay with your CPA, and we hand them clean books. Tax estimates, quarterly payments and Advisor are for companies with one owner.
Is Trinity a CPA firm?
No. Trinity does not file tax returns or give tax advice. Our tax figures are estimates for planning. Your CPA makes the final decision, and you can give them access to Trinity.
Do you work with my CPA?
Yes. Trinity prepares clean, organized data for your CPA. Your CPA files your returns and makes the final call on taxes. With Advisor we also prepare data packages for your CPA every quarter.
How is Trinity different from a bookkeeper or a CPA?
A bookkeeper records what already happened, usually once a month. A CPA files your taxes once a year. Trinity keeps your books current every week and shows what the numbers mean for your business now: profit per job, cash for the next 30 to 90 days and taxes to set aside. We work alongside your CPA, not instead of them.
Do I need Advisor?
Not to start. Core covers your books, reports and tax estimates, S-Corp payroll and K-1 included. Add Advisor if you want to talk the numbers through with a person every two weeks, or you are weighing a switch to an S-Corp with your CPA. You can add it later.
Do I have to do the bookkeeping?
No. We set it up and our team checks your transactions every week. You answer short questions about transactions we cannot identify on our own.
Do you use AI on my financial data?
We may use an AI service to suggest categories for new transactions. It receives only the transaction description, amount, date and account type: no account numbers, passwords or tax details. The provider does not use your data to train its models. A person on our team checks uncertain items and every transfer, loan, owner and payroll transaction, and stays responsible for your books. Prefer a person only? Choose manual review. Details in our Privacy Policy.
Can Trinity move money from my accounts?
No. Bank connections are read-only, through our data providers Plaid and Fintable. Trinity cannot make payments or transfer funds.
Is there a contract?
No. Plans are month to month and you can cancel any time; cancellation takes effect at the end of the current billing period. You can also pay yearly. Yearly plans come with a full refund in the first 30 days.
Do you have cash flow forecasting?
Yes. On every plan, Trinity forecasts your cash 30, 60 and 90 days ahead from upcoming bills, recurring payments, money still to collect from jobs and taxes, and flags the lowest point.
