TruePoint Finance LLC info@truepointfinance.com
TruePoint Self-Service Help

Use the path that matches what the evidence can support.

TruePoint's normal customer journey is autonomous. Check readiness, open your private portal, recover a QuickBooks connection, or review a withheld finding without waiting for a salesperson, advisor, or support agent.

Help and Next Steps

Choose the exact self-service route.

Check product readiness

Use the free calculator, then review whether current and internally consistent QuickBooks records fit the $99/month Autonomous Watchtower.

Review Watchtower Readiness

Access or recover your account

Sign in with your account email. The portal provides account access, QuickBooks connection status, report history, and safe recovery paths.

Sign In

Resolve an evidence limitation

When evidence is missing, duplicated, inconsistent, or too summarized, TruePoint withholds the conclusion and identifies the limitation. Correct the source records with your bookkeeper or qualified professional, then retry through the portal.

Open Recovery Guidance
Common Questions

Before you get started.

Do I need a discovery call?

No. The free calculator, Watchtower readiness path, account creation, QuickBooks connection, recurring output, billing recovery, and cancellation are designed to operate without a routine TruePoint call.

Is this a human advisory or support service?

No. The $99/month Autonomous Watchtower does not include bookkeeping, an assigned financial advisor, report customization, a support analyst, or recurring meetings. Your own professionals remain responsible for accounting corrections, forecasts, decisions, and regulated advice.

What if my books are incomplete?

Insufficient evidence must produce no financial conclusion. The portal identifies the limitation; work with your bookkeeper or qualified professional to correct the source records before retrying.

What if I need to send a privacy, security, or legal notice?

Email info@truepointfinance.com only for privacy-rights requests, security disclosures, legal notices, or another matter that cannot lawfully or safely be handled by the product. Do not send passwords, sign-in links, bank details, tax records, or private financial data.

Ready to check for financial leaks?

Start privately with the free calculator. Move to the Watchtower only when your source records pass the readiness boundary.

Use the Free Calculator