What Truko does
Invoicing with Paystack payment links, a true picture of what the business keeps, one-click contract renewals, and an AI copilot for the busywork in between.
Getting paid
Getting paid, and keeping the invoicing behind it clean.
- Add a Paystack payment link to any invoice
- Add a Paystack payment link to any invoice you send, so a client can pay you through Paystack's own checkout.
- Send an invoice by email in one click
- Generate a professional invoice and send it to your client by email in one click, no separate mail client needed.
- Record a payment made outside Paystack
- If a client pays by bank transfer or another method outside Paystack, record it manually and keep your books accurate.
- Send your own invoice document
- Already have your own invoice design? Upload the PDF and Truko sends that file instead of one of its templates, under the reference number your client already knows. Your invoice list shows which of the two you're using, and you can filter by it.
- Your own invoice numbering
- Set your own prefix and number format and Truko keeps every number unique to your workspace. Need to type a specific number yourself on a draft? You can do that too.
- One invoice, several contracts
- Add a line from any contract to an invoice. Bill more than one retainer together instead of sending a separate invoice for each.
- Cancel an invoice nobody will pay
- If a client is never going to pay, cancel the invoice with a reason instead of leaving it sitting in your books as money you're still owed.
Knowing what the business keeps
What the business keeps, after costs.
- An operating-cost ledger
- Log what the business pays out every month (salaries, servers, software, rent), visible to whoever on your team you give access to.
- Your monthly operating cost, on your dashboard
- See what the business spent this month the moment you open your dashboard, whatever playbook you run on. Visible to whoever on your team you give access to.
- Net position and recurring revenue at risk
- If your business runs on recurring revenue, two more dashboard cards show your position after costs and how much of that revenue sits in contracts about to lapse. Visible to whoever on your team you give access to.
- Keep pass-through costs out of revenue
- Billing a client back for something you paid on their behalf, like a domain or a licence? Mark the contract as pass-through and Truko keeps it out of your recurring revenue, while the client still sees the full amount billed.
- Bill and spend in more than one currency
- Enter your own exchange rate for any currency you bill or spend in, dated to when it applied. Truko converts your numbers into your reporting currency, and tells you when a rate is missing instead of guessing.
- A month-by-month history of revenue and profit
- See revenue recognised across the months a payment actually covers, what's still outstanding, your operating cost, and your profit: one row per month, going back up to three years. Visible to whoever on your team you give access to.
Keeping the client
Contracts that track their own status, and renew in one click.
- A contract's status follows its dates
- No more updating a spreadsheet by hand: a contract moves through Active, Expiring Soon, and Expired on its own, based on its dates.
- Renewal is one button and one date
- Renew a contract with one button and one new end date. It extends the existing contract rather than starting a new one, so its history stays attached.
- Term history, visible and enterable
- See every term a contract has run under (the dates, the amount, the billing cycle), and correct one if it was recorded wrong.
- Log calls, emails, meetings and notes
- Each entry goes onto that client's timeline, newest first, and you can filter the timeline by type.
- Mark a next action done
- Every logged call or email can carry a next action. Mark it done when it's handled, and reopen it if it wasn't.
- Invite your team and assign roles
- Invite colleagues by email and give each one a role: Admin, Manager or Member.
Talking to clients properly
The details that make client communication look the size you are.
- Add a proper billing address
- Add a multi-line billing block (company name, department, full address), and Truko prints it on invoices in place of a single contact name.
- Copy someone in on invoices and contracts
- Add extra addresses to a client's file (an accountant, a procurement inbox), and choose any of them to copy in when you send an invoice or a contract.
- A document library, workspace-wide and per client
- Keep files in one workspace-wide library, or pin them to a specific client's record so they're right there when you need them.
- Send documents to up to 100 clients
- Write your own subject and message, attach up to five documents, and send to as many as 100 clients in one go.
- See what you sent, and whether it went
- Every send is logged per client and per document. See whether it was sent or failed, and why. Truko doesn't track whether a client opened it.
- Start from a Proposal template
- Start from one of four Proposal templates, or write your own subject and message from scratch.
The AI copilot
A copilot for the busywork around every renewal and every client.
- Prepare renewal notes for any renewal
- Open the menu on a renewal, choose Prepare renewal notes, and Truko drafts a summary, talking points and a suggested approach from that client's recent interactions, the contract and its invoices.
- Generate a broader relationship brief
- Generate a broader relationship brief for any client, not tied to one contract, useful before a check-in that isn't about a renewal.
- AI pre-fills your interaction log
- Log a call or email and AI pre-fills the outcome and next-action fields from your notes. Accept it, edit it, or ignore it.
- Every suggestion is a draft
- Nothing generates in the background and nothing sends on its own. Every AI suggestion is a draft you confirm or edit before it saves.
Coming soon
What's next.
- A WhatsApp inbox inside TrukoComing soon
- Read and reply to client WhatsApp messages without leaving Truko, and log the conversation as an interaction straight from the chat.
- Send invoices over WhatsAppComing soon
- Send invoices and renewal alerts over WhatsApp, with a Paystack payment link attached.
See every renewal coming up, before it's due
Import your client spreadsheet, add contract end dates, and Truko lists what renews, what is overdue and what has lapsed.
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