Give your business the structure to grow on.
The financial operating system for independent business owners.
Invoice clients, connect your bank, project your taxes, manage contractors — without juggling six subscriptions and three spreadsheets. Everything your business needs, finally in one place.
No credit card required · Cancel anytime
Send invoices that get you paid — fast
Create professional invoices in seconds, send them directly from the app, and track exactly who owes what. Automated reminders keep your cash flow moving without the awkward follow-up calls.
- Branded invoices with your logo and colors
- Automated overdue reminders
- Stripe payment links — clients pay instantly
- Pipeline view of all outstanding receivables
Your real-time general ledger
Connect your bank and credit card accounts via Plaid. Every transaction lands in your ledger automatically. Our AI suggests categories — you review and approve in one click.
- Live bank balance across all accounts
- AI-powered transaction categorization
- Import statements via CSV when needed
- 12-month cash flow chart built in
Never let a client go cold
Track every active relationship, flag who needs a follow-up, and see your full pipeline at a glance. Trestle keeps you on top of the relationships that keep your business running.
- Pipeline view of all active clients
- Follow-up flags and status tracking
- Link clients directly to invoices and revenue
- Contract health at a glance
Contractors and employees, all in one place
Manage 1099 contractors and W2 employees without the spreadsheet chaos. Contractors submit billing directly — you review, approve, and mark paid from a single dashboard.
- 1099 contractor and W2 employee profiles
- Contractor billing submissions and approvals
- Payment tracking and history
- Budget management per role or project
Everything else you need to run the business
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Stop managing your business in six different places.
Most independent business owners are stitching together six or more tools just to keep the lights on. Trestle brings it all into one place.
An invoicing app and email threads chasing late payments
Create, send, track, and auto-remind — all in one place
Multiple banking websites and manual reconciliation
Live balances and transactions across every account
Spreadsheets for expenses, tax estimates, and quarterly guessing
Auto-categorized ledger with real-time tax projections
A CRM, notebook, or sticky notes for client tracking
Client pipeline, follow-ups, and contract health at a glance
A separate app or more spreadsheets for contractors and staff
Contractor billing, approvals, and payment tracking in one hub
Scrambling to pull reports together at year-end
P&L, cash flow, and goals — always up to date
All of it — inside Trestle.
Simple pricing
Start free. No credit card required.
Free
The essentials to get your business organized.
Get started- Dashboard & reports
- Client management
- Manual transactions
- Invoice create & view
- 1 team seat
Pro
Full access. Cancel anytime.
Start free 14-day trialNo credit card required
Everything in Free, plus:
- Budget Planning
- Goal Studio
- Tax Control Center
- Invoice sending
- Bank connections (Plaid)
- AI transaction categorization
- Personnel management
- Import Hub
- Up to 4 team seats
Ready to take control of your business finances?
Start your free 14-day trial today. Full access, no credit card required.
Start for free