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TrueUp for Python

The official client for the TrueUp API. Send TrueUp two ledgers (a supplier statement and your receiving log, your books and the bank feed, invoices and payments) and it pairs every row, then tells you what's only on one side, what was counted twice and where the numbers disagree.

Python 3.9+. One dependency (httpx).

Install

pip install trueup

Quickstart

Create an API key in the TrueUp dashboard (API keys), then:

export TRUEUP_API_KEY=tu_live_...
from trueup import TrueUp

trueup = TrueUp()  # reads TRUEUP_API_KEY

result = trueup.reconcile("statement.csv", "receiving.csv")  # left: the side that bills or claims

print(result["headline"])
# 7 of 8 rows of statement.csv paired with receiving.csv; 1 only in statement.csv, ...
for f in result["findings"]:
    print(f["kind"], f["subject"], f["detail"], f["amount"])
# qty_mismatch statement.csv:row 5 Qty 24 vs qty_received 20; ... 99.6
# phantom statement.csv:row 6 no match on the other side 43.2

Reconcile

A table is a path, file contents, or rows:

from trueup import Table

trueup.reconcile("books.csv", "bank.csv")
trueup.reconcile(Table.content("books.csv", csv_text), Table.content("bank.csv", csv_bytes))
trueup.reconcile(
    Table.rows("invoices", [{"Invoice #": "INV-10101", "Date": "2026-06-09", "Total": "$2,999.31"}]),
    Table.rows("payments", [{"Received": "2026-07-01", "From": "ACME CONSTR", "Amount": "2999.31"}]),
)

CSV, TSV, JSON and JSON Lines are read, and date and number formats are detected. Nothing about the columns is configured.

Not sure which file is which? Send them all and TrueUp picks the pair and the sides:

trueup.reconcile_files(["a.csv", "b.csv"])

Reuse what was learned. Every result carries details["weights"]. Pass them back to reconcile next month's files the same way, without learning again:

march = trueup.reconcile("march-statement.csv", "march-receiving.csv")
april = trueup.reconcile("april-statement.csv", "april-receiving.csv", weights=march["details"]["weights"])

Answer the questions. Findings with status == "unsure" need a person. Send the decisions back:

trueup.reconcile("statement.csv", "receiving.csv", answers={
    "same": [["statement.csv:row 12", "receiving.csv:row 11"]],
    "different": [["statement.csv:row 3", "receiving.csv:row 9"]],
})

Each call to reconcile or reconcile_files counts as one analysis on your plan.

Match

Two lists that describe the same things in different words (two catalogs, a supplier's price book and your invoice, two vendor lists): every record on the left is paired with its counterpart on the right, or reported as having none. Nothing is configured; the columns can have different names.

result = trueup.match("invoice.csv", "catalog.csv")
print(result["headline"])
# 4 of 5 records in invoice.csv matched to catalog.csv (0 unsure); 1 have no counterpart.
for f in result["findings"]:
    print(f["kind"], f["subject"], f["confidence"], f["detail"])
# match 4 ~ 5 0.965 4 · cheese puffs jumbo 8oz · 3.30 · 10  ↔  C-105 · Cheese Puffs Jumbo 8 oz · 3.25
# only_left 5 None 5 · beef jerky teriyaki 2.5oz · 5.75 · 6

kind is match, unsure_match (a person should check), only_left or only_right. details["pairs"] lists [left id, right id, confidence]. Like reconcile, it takes paths or Tables; match_files([...]) picks the pair; match_stored(left_id, right_id, model=...) works on stored files; and details["weights"] can be passed back as weights= to match next month's lists the same way. One analysis per call.

Audit

Find what doesn't add up. Send text documents with labeled amounts (invoices, statements, schedules; about 4 or more of a kind) and TrueUp learns the arithmetic each kind obeys from the documents themselves, then flags the ones that break it. Send one table and it checks its rows the same way (qty × unit price = amount), and flags repeated rows.

result = trueup.audit([f"inv-104{i}.txt" for i in range(1, 7)])
print(result["headline"])
# 1 of 6 documents don't add up; 0 more to review (5 laws learned).
for f in result["findings"]:
    print(f["subject"], f["amount"], f["detail"])
# inv-1045.txt 200 subtotal + tax amount = total: 4,837.84 vs 5,037.84

# Next month, even one invoice at a time, against the same laws:
trueup.audit(["inv-1050.txt"], weights=result["details"]["weights"])

audit_stored(file_ids, model=...) audits stored files. One analysis per call.

Estimate

Price a new job from your past estimates. Send a domain file for the trade (a .tu file naming the facts to read, what costs scale with, and the cost categories), at least 3 past estimates in any format (CSV, TSV, Markdown, JSON, or text proposals), and one request describing the new job in plain words:

result = trueup.estimate(["barndo.tu", "01_anderson.csv", "02_brooks.csv", "03_carter.md", ..., "job_a.txt"])
print(result["headline"])
# job_a.txt: $292,267 (80% range $248,742 – $335,792) from 10 past estimates.
for f in result["findings"]:
    if f["kind"] == "priced_line":
        print(f["subject"], f["amount"], f["detail"])

# The next job, with what was learned (no need to send the history again):
trueup.estimate(["job_b.txt"], weights=result["details"]["weights"])

estimate_stored(file_ids, model=...) prices from stored files. One analysis per call.

Stored files, runs and saved models

Files uploaded to your team stay there (you'll also see them in the dashboard). Runs on stored files are kept, and what a run learned can be saved as a model:

statement, receiving = trueup.files.upload("statement.csv", "receiving.csv")
statement["rows"]    # 8
statement["roles"]   # {"Inv Date": "date", "Qty": "number", ...}

result = trueup.reconcile_stored(statement["id"], receiving["id"])
model_id = trueup.models.create(result["run_id"], "Acme statements")

# Next month: apply what was learned.
trueup.reconcile_stored(file_ids=[april_statement["id"], april_receiving["id"]], model=model_id)
Call Returns
files.upload(*tables), files.list(), files.get(id) stored files: id, name, rows, columns, roles
files.content(id) the bytes, exactly as uploaded
files.delete(id)
reconcile_stored(left_id, right_id) or reconcile_stored(file_ids=[...]), with model=, answers= a result plus run_id (one analysis)
runs.list(limit=, before=) {"runs": [...], "has_more": bool}, newest first
runs.all() every run (a generator that pages for you)
runs.get(id) {"run": ..., "result": ...}
models.create(run_id, name), models.list(), models.get(id), models.delete(id) models.get includes the weights

Findings

kind Meaning
phantom Only on the left: billed or recorded, never matched
unbilled Only on the right: received or paid, never billed
duplicate, received_duplicate A copy of a row that's already paired
qty_mismatch, price_change, amount_mismatch Paired rows whose numbers disagree
unsure_pair A likely pair a person should confirm

Account and usage

trueup.account()  # {"team": ..., "plan": ..., "key": ...}
trueup.usage()    # {"period": ..., "metrics": [{"metric": "analyses", "used": 2, "included": 50, ...}]}
trueup.plans()

Errors

Every error is a TrueUpError with status, code (the API's error code) and message:

Class When
AuthenticationError 401: missing, unknown or revoked key
InvalidRequestError 400, 413, 415, 422: the request or the files need fixing (unsupported_file, not_reconcilable, ...)
RateLimitError 429 rate_limited: retried automatically; retry_after seconds
QuotaExceededError 429 quota_exceeded: the plan's monthly allowance is used up
ServerError 5xx: retried automatically
ConnectionError the API couldn't be reached
from trueup import QuotaExceededError

try:
    trueup.reconcile("a.csv", "b.csv")
except QuotaExceededError as e:
    print("Upgrade the plan:", e.message)

Configuration

TrueUp(
    api_key="tu_live_...",    # default: TRUEUP_API_KEY
    base_url="https://...",   # default: TRUEUP_BASE_URL, then the hosted API
    timeout=300,              # seconds per request
    max_retries=2,            # rate limits, 5xx and dropped connections
)

TrueUp is a context manager (with TrueUp() as trueup:) and closes its connection pool on exit.

Development

The tests run in Docker against the live API:

export TRUEUP_API_KEY=tu_live_...   # a key for a test team (each run uses 10 analyses)
just test                            # or: docker compose run --rm test

License

MIT

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Official TrueUp API client for Python: reconcile ledgers, statements and bank feeds

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