Why Financial Management Within a TMS Is Crucial for Trucking Companies?
Bookkeeping
Smart Tagging
Tag transactions, bills, invoices, and other records with an intuitive flow.
Sync Bank Feeds
Connect your bank, card, and loan accounts from over 10,000 institutions to automatically import transactions.
Custom Chart of Accounts
Build a flexible chart of accounts that fits your business, making it easy to categorize and track every transaction.
Receipts & Documents
Upload and scan receipts from your mobile phone or computer. Attach them to transactions and view everything in one place.
Assets, Liabilities, Equity
Keep tabs on your balances by syncing or manually recording to balance sheet accounts.
Imports & Manual Entries
Bulk upload backup bank statements or record transactions from offline accounts like Cash On Hand.
Cash On Hand
Keep offline cash accounts organized, like cashboxes for each market booth or petty cash.
Internal Transfers
Reallocate expenses across departments or entities to ensure accurate profitability per business line.
AI Matching
Receive AI-powered suggestions for invoices, bills, payments, checks, and more.
Checks
Record check number and amount on invoices or bills, then clear them when they're deposited.
Review Mode
Power through your personalized to-do list of transactions to tag, record, exclude, or clear.
Accounting
Journal Entries
Manage both cash and accrual journals while protecting your books from manual errors.
Profit & Loss
Generate clean, real-time P&L statements that both managers and accountants can easily navigate.
Balance Sheet
Statement of assets, liabilities, and equity—always up-to-date with bank accounts, loans, and in-app registers.
Margins & Ratios
Keep tabs on key ratios inside your statements, like gross profit margin from revenues and CoGS.
Export Reports
Manage your business using your own method with cash and accrual controls across all records and reports.
Cash or Accrual Basis
Manage your business using your own method with cash and accrual controls across all records and reports.
Wallet & Cards
Fintruck Wallet
Use Fintruck’s modern cash account to simplify banking—no need for unreliable mobile apps or distant branches.
Mobile Check Deposit
Deposit checks as soon as you get them from the Fintruck mobile app without needing to drive to the bank branch.
Spending Cards
Streamline expensing with debit-backed credit cards for each team member.
Auto Expense Reporting
Notify team members after every purchase to upload receipts and tag expenses directly in the mobile app.
Secure Limits
Prevent unapproved spending with custom limits per day, week, or month on each card.
Overdraft Protection
Protect your funds by preventing cards from spending more than you've allocated in Wallet. No fees, ever.
Bill Pay
Create Bills Easily
Log bills easily with our clean editor to stay on top of Accounts Payable.
Bulk Import
Drag and drop PDFs or images to automatically scan and generate bills.
Manage Vendors & 1099s
Import or create your vendor list with detailed account info and 1099s
Pay
Pay vendors in the Fintruck network instantly, for free, and with integrated bookkeeping.
Drafts & Approvals
Collaborate with team members with drafts that can be reviewed in a reliable approval chain.
Forward Bills via Email
Forward email attachments to a custom inbox to automatically scan and draft bills to be paid.
Vendor View
Give your payees and suppliers visibility into payment status so nobody hounds you for updates.
Pay by ACH Transfer
Pay vendors via ACH bank transfers from your Wallet with speedy 1-day turnarounds.
Overdue Warnings
Receive alerts for upcoming or overdue bills to avoid late fees.
Just In Time Payments
Optimize cash on hand by letting Fintruck schedule payments to arrive by the due date.
Invoicing
Invoice Creator
Generate professional invoices instantly using line items and customer details.
Branded Templates
Spruce up your invoices with professional templates and your own logo that look great printed or online.
Item Catalog
Organize your products and services with default prices, units, and names
Online Payments
Accept digital payments automatically matched to paid invoices.
Customer List
Maintain your hard-won rolodex of customers by importing contacts or adding them as you invoice.
Payment Matching
Link invoices with their payments from your bookkeeping flow to keep your financial statements updated.
Timelines
Attribute editing and payment activities to team members as they happen to reduce untraceable errors.
Accept Bank Payments
Receive ACH bank transfers to your Wallet without needing to have customer account numbers.
Credit Memos
Issue and apply credit memos to honor customer loyalty, shrinkage, spoilage, delays, or other situations.
Accept Credit Cards
Collect revenue instantly from credit or debit cards into your Wallet for a standard 3.55% + 55¢ transaction fee.
Accept Checks or Cash
For customers expecting traditional payment options, receive and easily match checks and cash to your invoices.
Print or Download
For in-person markets or hand deliveries, print invoices with a click. No extra formatting required.
Analytics
Cashflow Management
Visualize your inflows and outflows over time to plan your next payments.
Enterprise Profitability
Compare your business lines to see where you're making or losing money.
Drill Down
Go deeper to discover top income or expense categories by enterprise or entity to focus on.
Budgets
Set up custom budgets for categories across your business, then measure them against live data.
Net Income
Easily calculate your all-in profit or loss for any period with a quick glance.
Project Tags
Track ROI by project—whether it’s sustainability initiatives, construction, or marketing experiments.
Working Capital
Stay informed of your working capital by monitoring current assets versus liabilities.
Works With
Historical Records
Bring over your chart of accounts, balance sheet, items list, or contact list from QuickBooks or whatever software you're using today.
Bank & Card Accounts
Connect from over 10,000+ institutions available through industry-standard providers Plaid and MoneyKit.
TMS Apps
Upload reports from Square, Shopify, and more so your payouts and sales data are in sync with the books.
Payroll Systems
Upload reports from ADP, Gusto, QuickBooks, or other providers to manually itemize and attribute payroll expenses.
Organization
Teams
Invite your crew so you can distribute the bookkeeping workload to save time and get info straight from the source.
Roles & Permissions
“Assign admin, manager, accountant, or staff roles to protect sensitive data or actions.
Accountant Access
Invite your accountant or bookkeeper to save hours of menial tasks and reduce sending documents back-and-forth.
Support & Resources
Live Training
Get up and running quickly with support from our team.
US-Based Support
Get customer service or advice from real humans with our account specialists available by phone, live chat, or email.
Cloud Software
Access your data from anywhere using modern, online tooling.
Flexible Plans
Download Fintruck on iOS or Android to manage your finances wherever you are.
Powerful Mobile App
Download Ambrook on iOS or Android to make progress wherever your work takes you.
Help Center
If you ever get stuck in a new workflow, access tips from inside the app or browse help articles outside.