G2

Verified User in Food & Beverages

Mid-Market (51-1000 emp.)

11/5/2026

"Streamlined Accounting for Fast-Moving Inventory and Supplier Invoices"

4/5

What do you like best about TrulySmall Accounting?

I’ve bounced around a handful of accounting tools for our food distribution business over the last couple years, and most of them forced me to jump through way too many hoops just to keep up with our fast-moving inventory and supplier invoicing. What I love most about TrulySmall Accounting is how tightly it fits our day-to-day operational rhythm without bloated features we will never use. Earlier this quarter, we had a messy situation with our dairy supplier, Gulf Coast Creamery. They sent over a bulk invoice with 42 separate line items for yogurt, fresh cheese, and cream deliveries, and the CSV file they exported had mismatched SKU naming and inconsistent decimal formatting. Normally, our old accounting system would crash halfway through the import or dump all the lines into one messy uncategorized batch, which would take me almost two hours to untangle after hours. With TrulySmall, I was able to map the columns manually right inside the import window, skip the broken fields, and flag the mismatched lines instead of having the whole upload fail. I got that invoice sorted and synced to our sales ledger in under 25 minutes, and I didn’t need to loop our accounting contractor in for emergency cleanup like I usually would.

Another big win for our team is how simple it is to tie supplier bills directly to our customer orders, which is critical for food and beverage wholesale where margins are thin and delivery dates shift constantly. A couple months back, our produce vendor, Florida Fresh Harvest, shorted us on a pallet of bell peppers right before a big restaurant order went out. I needed to quickly see how much that missing inventory impacted our profit on that sale and generate an adjustment note for our accounts payable. Other platforms I tested made me toggle between three separate tabs, run custom reports, and manually cross-reference order numbers. Here, I pulled up the vendor bill, linked it to the customer order in one click, added the shortage adjustment, and shared the corrected record straight to our purchasing lead. The whole audit trail stayed clean, and when month-end rolled around, our accountant didn’t hit a wall of untethered transactions.

I also appreciate that its dashboard keeps the focus on what our operations team actually cares about: outstanding supplier balances, upcoming payment due dates, and gross margin snapshots, instead of overwhelming us with enterprise-level forecasting modules we don’t need. Our company sits in that awkward 51–200 employee sweet spot; we’re too big for spreadsheets, but not ready to pay for a heavy ERP. A lot of competing accounting tools charge premium rates for every extra user and integration, but TrulySmall stays affordable while still playing nicely with our existing CRM and inventory tracking tools. It doesn’t try to be everything, and that’s exactly its strength. It handles the messy, repetitive accounting work that pops up constantly in food distribution, lets me fix small import errors on my own, and keeps our finance data aligned with warehouse and sales workflows without draining hours of my week. Review collected by and hosted on G2.com.

What do you dislike about TrulySmall Accounting?

For the most part, TrulySmall works solidly for our mid-sized food distribution team, but it has consistent gaps that have created real headaches during our busy delivery seasons, especially when we’re juggling dozens of supplier invoices and last-minute order adjustments. The biggest pain point for me is its limited CSV import error handling, which bit us hard last month with our protein supplier, Tampa Bay Meat Co. They sent a weekly batch invoice CSV that included a few negative line items for returned ground beef, and the file also had a handful of blank cells in the unit cost column. When I uploaded it, the tool didn’t isolate and highlight the bad rows separately. Instead, it rejected the entire file outright, with only a vague generic error message that just said “import failed.” There was no breakdown telling me which line numbers were broken, so I spent close to an hour manually scanning 58 lines to find the issues. Our old tool at least let the good lines import and only skip the faulty ones, so this was a frustrating step backward.

I also run into frustrating limits with vendor bill customization and shortage adjustment workflows, which come up all the time in food and beverage. A few weeks ago, our citrus supplier, Citrus Ridge Growers, delivered a batch of oranges that failed our quality check, so we needed to issue a partial credit against an existing open bill. I went in to create the credit memo and link it back to the original transaction, but the system wouldn’t let me attach internal photos of the rejected fruit or add custom shortage notes that would stay visible side-by-side with the bill. Our accounting contractor later told me she had to flip between our shared cloud drive and the accounting record to verify the credit, which slowed down month-end reconciliation. Other tools I’ve tested keep supporting documentation embedded directly on the transaction record, so this lack of attachment flexibility creates extra back-and-forth for our team. Review collected by and hosted on G2.com.

What problems is TrulySmall Accounting solving and how is that benefiting you?

Before we switched over, our biggest headache was disjointed financial records spread across messy Google Sheets, our CRM, and separate supplier email threads. We’re a mid-size food wholesale distributor, and every week we get fluctuating produce, dairy and meat invoices from dozens of local growers. We used to rely on a clunky legacy accounting platform that was built for retail shops, not food distribution with constant shortages, credit memos and volatile raw material costs. It forced our operations team to pass every single invoice over to our part-time accountant, and simple fixes like adjusting a line item or matching a supplier bill to a customer order would take days. Back in March, our potato supplier, Palmetto Potato Farms, sent an invoice that didn’t match the quantity we received after a partial spoilage incident. Our accountant was swamped with month-end work, so that discrepancy sat unresolved for nearly a week, throwing off our margin numbers and delaying our payment approval. That’s the kind of bottleneck TrulySmall Accounting directly solves for us.

The first major benefit is that it puts basic invoice management and reconciliation in my hands as the operations specialist, instead of making every small issue wait for accounting support. I don’t need advanced bookkeeping training to match incoming supplier bills to our logged orders, flag damaged goods adjustments, or clean up straightforward CSV uploads. When we had a similar spoilage issue with our green bean supplier, Southern Harvest Co-op, I was able to pull up the original bill, log the credit adjustment, and tag the transaction with our internal order reference the same day the delivery issue happened. Our accountant only had to review it at month-end, rather than dropping everything to triage the ticket. This cuts down on those lag times that used to skew our real-time gross margin view, which is critical in food and beverage where pricing can shift weekly.

It also solves the problem of overcomplicated, feature-bloated accounting software that charges us for enterprise tools we will never use. We looked at several bigger platforms that came with advanced payroll, multi-location manufacturing and heavy forecasting add-ons, all bundled into an expensive package. We don’t need those, but we still got stuck paying for them. TrulySmall keeps the core workflow focused on accounts payable, invoice tracking and simple reconciliation at a much more reasonable price point. That savings adds up for our 51–200 person team, and we can put that budget toward our inventory and CRM tools that we rely on more heavily.

Finally, it solves the problem of our financial data being completely siloed from operations. While its integration isn’t perfect, it does push core invoice totals back to our shared workflow system, so sales and purchasing can quickly check if a supplier invoice has been logged and approved, without pinging accounting nonstop. This keeps our whole team aligned on payment status and prevents duplicate bill entries, which we accidentally did twice on our old spreadsheet setup. It won’t replace a full ERP, but it fills that sweet spot between spreadsheets and expensive enterprise software. It handles our high-volume, simple food distribution finance work reliably, reduces wait times for invoice resolution, and frees up both me and our accountant to focus on higher-value work instead of chasing down loose transaction records every week. Review collected by and hosted on G2.com.