Simple Bookkeeping

Yes! Trunk makes it easy to transition from spreadsheets, other software, or even paper records. Once you connect your accounts, we’ll automatically start tracking new transactions. For historical data, you can upload past receipts and transactions, and our system will organize them according to your preferences. Most people are fully set up within 10 minutes.

Trunk uses bank-level encryption and security protocols to protect your financial information. We never store your bank login credentials – instead, we use secure read-only connections through trusted providers like Stripe. Your data is encrypted both in transit and at rest, and we’re fully compliant with industry security standards. We will never sell your data or use it for purposes other than providing you with bookkeeping services. Your account is a single user role with full access.

You can cancel your Trunk subscription at any time. If you’re on an annual plan, your access will continue until the end of your current billing period, after which you will not be charged again. For quarterly subscribers, the same applies — cancellation takes effect at the end of your current quarter. Refunds are not issued for unused portions of a billing cycle. If you have questions about your cancellation, reach out to us at support@trunkbooks.com.

Trunk automatically categorizes transactions using AI that learns your business patterns, ensuring expenses are properly classified for maximum tax deductions. You can easily review and adjust any categorization, and Trunk learns from your corrections to become more accurate over time, helping you capture every eligible deduction without missing opportunities.