Close your Xero month-end faster and with fewer errors...

Close your Xero month-end faster and with fewer errors...

Trimly offers a complete set of features for business to business (b2b) subscription companies to automate your most time consuming month end activities and reduce your error rates.

Invoice Scheduling

Setup invoicing schedules on a daily, weekly, monthly, quarterly or annual frequency. 

Change dates or amounts on one or several invoices in a customer invoicing schedule. 

Proactively manage renewals with reminders for schedules finishing in the next 30 days. 

Ensure you don’t miss or delay sending an invoice out with our reminders showing when an invoicing schedule has ended.

Invoice Scheduling

Setup invoicing schedules on a daily, weekly, monthly, quarterly or annual frequency. 

Change dates or amounts on one or several invoices in a customer invoicing schedule. 

Proactively manage renewals with reminders for schedules finishing in the next 30 days. 

Ensure you don’t miss or delay sending an invoice out with our reminders showing when an invoicing schedule has ended.

2-click Forecasts

Create downloadable sales forecasts in 2 clicks using the information captured in our invoicing module.

Real time forecast information using the latest live information entered by your team.

Filter the report by invoiced sales and forecast cash receipts covering a number of your forecasting needs

Export the detailed schedule to a spreadsheet and paste directly into your forecast or sales report in seconds.

No complex formulas or spreadsheets to maintain, and no formula errors to worry about checking

2-click Forecasts

Create downloadable sales forecasts in 2 clicks using the information captured in our invoicing module.

Real time forecast information using the latest live information entered by your team.

Filter the report by invoiced sales and forecast cash receipts covering a number of your forecasting needs

Export the detailed schedule to a spreadsheet and paste directly into your forecast or sales report in seconds.

No complex formulas or spreadsheets to maintain, and no formula errors to worry about checking

Deferred Revenue

Save hours of manual effort each month-end preparing, reviewing and maintaining complex spreadsheets
Setup in minutes by simply linking an account code and start adding data
Automated revenue recognition and deferred revenue schedules.
Auto synced to retrieve new invoices and update schedules. No more appending data from manual downloads to spreadsheets
Compliant with accounting standards with schedules easily downloaded for auditing
Dashboard prompts to ensure you are aware of the next steps needed or actions to complete.

Deferred Revenue

Save hours of manual effort each month-end preparing, reviewing and maintaining complex spreadsheets
Setup in minutes by simply linking an account code and start adding data
Automated revenue recognition and deferred revenue schedules.
Auto synced to retrieve new invoices and update schedules. No more appending data from manual downloads to spreadsheets
Compliant with accounting standards with schedules easily downloaded for auditing
Dashboard prompts to ensure you are aware of the next steps needed or actions to complete.

Prepayments

Coming June 25!

Automated calculation & scheduling of prepayments and many other rule-based provision releases.

No more manual data downloads and appending to lengthy excel sheets.
No more manual data downloads and appending to lengthy excel sheets.
Efficiently distribute workload across the period.

Prepayments

Coming June 25!

Automated calculation & scheduling of prepayments and many other rule-based provision releases.

No more manual data downloads and appending to lengthy excel sheets.
No more manual data downloads and appending to lengthy excel sheets.
Efficiently distribute workload across the period.
Getting Started

Simplify your month-end now

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It only takes a few minutes to subscribe to trimly and start optimising your month-end
We know that trimly won’t be perfect for everybody that reads this page. But now you’ve made it here, why not sign up for a free trial to see what we’re about.

Setup in minutes

Our onboarding process takes just a few minutes and clicks with ‘Sign in with Xero’.

Cancel Anytime

There are no long-term punitive contracts here. If we’re not right for you, then let’s take a break and hopefully we will be one day.