Is TruePoint Intelligence a replacement for accounting software?

No. Accounting software records financial activity. TruePoint Intelligence interprets financial information, identifies risks and opportunities, and explains what management should consider next.

When should a company start with TruePoint Intelligence?

TruePoint Intelligence is usually a good starting point when the books are reasonably current, leadership wants a monthly executive brief, and the business does not need an assigned finance leader.

When should a company schedule an advisory consultation?

A consultation is better when the business needs controller, FP&A, financial operations, or CFO-level leadership around close discipline, cash visibility, reporting, forecasting, or major decisions.

Decision Resource

Software vs. advisory fit checklist.

Use this checklist to decide whether your next step should be TruePoint Intelligence, TruePoint Intelligence Pro, Financial Leadership, or Executive Advisory.

Use the Checklist Read the Decision Guide

$399 Intelligence $599 Intelligence Pro Advisory by consultation

Fit Checklist

Check every statement that is true right now.

The score is not a quote or diagnosis. It is a practical way to separate software-led intelligence from advisory support before you choose a path.

The books are reasonably current.Last month is mostly closed, reconciliations are not far behind, and reports can be exported clearly. Leadership mainly needs better interpretation.You want a monthly executive brief, health score, KPIs, risk signals, and next actions from the numbers you already have. Forecasting or custom KPIs matter.Cash visibility, scenario planning, custom metrics, or quarterly planning would materially improve decisions. The monthly close is late, inconsistent, or not trusted.The finance function needs stronger review, ownership, and reporting discipline before management can rely on the numbers. Cash, margin, hiring, or pricing decisions feel risky.You need someone to help interpret the drivers, test assumptions, and connect financial signals to operating choices. Recommendations need an accountable owner.The business needs controller, FP&A, financial operations, or CFO-level leadership to turn insight into a recurring cadence. A major strategic decision is ahead.Financing, acquisition, ownership transition, multi-location expansion, restructuring, or lender communication requires executive-level financial judgment.

How to Read the Result

Match the path to the decision risk.

The right starting point depends less on company size alone and more on close reliability, decision complexity, and whether leadership needs human ownership.

Start Now

TruePoint Intelligence

Best when the books are usable and leadership wants recurring monthly interpretation, risks, opportunities, KPIs, and next actions. Pricing is $399/month.

Start Now

TruePoint Intelligence Pro

Best when the same software-led path also needs forecasting, scenario planning, custom KPIs, and deeper quarterly planning. Pricing is $599/month.

Consultation

Financial Leadership

Best when the business needs controller, FP&A, or financial operations leadership. Advisory clients automatically receive Intelligence Pro.

Consultation

Executive Advisory

Best when ownership needs CFO-level judgment for custom strategic, financing, acquisition, capital, or executive decision support.

Decision Framework

Software helps when the numbers need interpretation. Advisory helps when the finance function needs leadership.

This is the key distinction that keeps the decision practical for growing businesses.

Signal	Better starting path	Why it matters	Useful next step
Books are current, reports are usable, owner wants a better monthly readout.	TruePoint Intelligence	The main need is interpretation, not rebuilding the finance cadence.	Start Intelligence online
Cash forecast, scenario planning, or custom KPI review would change decisions.	TruePoint Intelligence Pro	The business needs deeper software-led analysis before or alongside future advisory.	Start Intelligence Pro online
Reports are late, cash feels unpredictable, margins are unclear, or leadership meetings raise unanswered finance questions.	TruePoint Financial Leadership	The company needs a human finance leader to own close, reporting, forecasting, and decisions.	Schedule a Consultation
Financing, acquisition, strategic expansion, lender communication, or ownership planning is on the table.	TruePoint Executive Advisory	The decision carries executive-level financial risk and likely needs custom advisory scope.	Schedule a Consultation

Software Path

When to start online

Start online when the accounting foundation is reasonably usable and the next layer is better financial interpretation. TruePoint Intelligence does not replace QuickBooks, Sage, or accounting software; it turns financial information into executive insight.

Use TruePoint Intelligence for recurring monthly insight.
Use TruePoint Intelligence Pro when forecasting and deeper KPI analysis are needed.
Upgrade into advisory later when complexity or decision risk increases.

Advisory Path

When to schedule a consultation

Schedule a consultation when insight alone will not solve the problem. Advisory is not bookkeeping. It is controller, FP&A, financial operations, and CFO-level leadership supported by Intelligence Pro.

Use Financial Leadership when the business needs a recurring finance leader.
Use Executive Advisory when strategic or capital decisions need custom support.
Use the Financial Leadership Assessment if the current gap is still unclear.

Choose the next step that matches today's risk.

Start online when the business needs automated financial intelligence. Schedule a consultation when the finance function needs human leadership.

Start Now Schedule a Consultation