For roofing and other contractor companies. Trinity connects to your bank, sorts every transaction and turns it into profit, cash flow and tax estimates. Our team checks your books every week, so you don't have to.
Hover the menu to see what each page does. Click buttons on the screen and scroll it, like in the app.Tap a page, then tap the screen to scroll it and press its buttons.
The app shows the rest of this page.
Home
“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
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
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
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
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
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
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
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.
Who it’s for: companies with one legal owner. Sole proprietors, single-member LLCs and single-shareholder S-Corps.
Your bank sends lines like “SUNBELT RENTALS #212”. Trinity sorts each one into a category and a job, and the job's profit updates on its own.
Bank lines, Checking 4417Sorted
Oakview HOA (Bldg C) In progress
Real lines and job from the Trinity example company.
Our first client
A roofing company in Georgia with 15+ employees, running on Trinity.
$910Krevenue tracked
67active jobs
Individual result, not typical.
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.
Every page of Trinity answers one question an owner actually asks. Here is what each one looks like.
Reports
123Jobs
123Cash
123Taxes
Estimates are for planning. Your CPA files your return.
Open it in the demo
123Team
12You don't get another app to learn. You get clean books every week.
We look at how you run jobs and money today. No commitment.
Connected accounts Read-only
Accounts connected read-only, sorting rules built for your business.
This week 1 of 3 questions
SUNBELT RENTALS #212Sep 21 · ($4,053.33)
Which job is this for?
Our team sorts the rest. Try it: pick a job on the card.
Profit, cash, jobs and taxes, current every week. Open Home
Month to month, no contract. Pick the plan that fits how your company is set up.
Core
For sole proprietors and single-member LLCs with a simpler setup.
Billed monthly
Book a callScale
For S-Corps, or LLCs moving to an S-Corp, running several jobs at once.
Billed monthly
Book a call| Core | Scale | |
|---|---|---|
| Who it is for | Sole proprietors, single-member LLCs | S-Corps, or LLCs moving to an S-Corp |
| Sessions with a financial advisor | — | Every two weeks |
| S-Corp support: owner salary (W-2), K-1, switching mid-year | — | |
| S-Corp savings estimate to review with your CPA | — | |
| Data package for your CPA | Once a year | Every quarter |
| Support | Priority | |
| Cash Flow, P&L, Balance Sheet, Jobs and Taxes | ||
| Custom setup and auto-sort rules | ||
| Weekly transaction monitoring by our team | ||
| Cash flow forecast: 30, 60 and 90 days | ||
| Quarterly tax estimates |
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. No setup fee, no long-term contract.
"Contractors with strong revenue kept asking me the same question: where did the money go?"
Raim Yestayev worked as a finance director at a US virtual assistant agency, inside the books of American companies every day. He built Trinity to give contractors the view big companies pay a finance department for.
Read Raim's letter to contractorsRoofing and other contractor companies with one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine.
Not yet. Trinity works with companies that have 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, such as partnerships and multi-member LLCs, are not supported yet.
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.
Yes. Trinity prepares clean, organized data for your CPA. Your CPA files your returns and makes the final call on taxes. On Scale we also prepare data packages for your CPA every quarter.
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.
No. Bank connections are read-only. Trinity cannot make payments or transfer funds.
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.
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.
The first step is a free 30-minute call. We look at how you run money today and show you what Trinity would look like for your company.