TrueRoll

What TrueRoll does

TrueRoll (legal entity The Exemption Project, Inc.) is a Chicago-based SaaS company that sells an AI-powered document workflow automation platform to county and local government property tax assessment offices. The platform unifies document intake, property transfer automation, application vetting, proactive homestead eligibility monitoring, and investigation services into a single "System of Action," using subject-matter-specific AI and thousands of authoritative government datasets to automate workflows that have historically been handled manually by small, shrinking government teams.

The company's core products include AI Document Workflows (the underlying intake, categorization, and extraction engine), Property Transfer Automation (claimed 80–90% time savings and 99%+ data accuracy on ownership changes), Application Vetter (automated processing of electronic and handwritten homestead applications), Proactive Monitoring (continuous eligibility change detection), Investigation Services (expert human review for complex cases), and "More Services" (extension to protests, sewer permits, sales declarations, and business personal property forms). AI capabilities span computer vision OCR capable of interpreting poorly handwritten forms and verifying driver's-license photos, NLP for unstructured document handling, anomaly detection against thousands of external datasets, and process automation integrated with legacy CAMA systems and state driver's-license databases. The platform is delivered as a web application with a 95% uptime SLA.

TrueRoll sells exclusively to government customers through a direct enterprise field-sales motion, with no public pricing and quote-based contracts. The customer base of 150+ assessment offices across 10+ states is anchored by eight of the ten largest Texas Central Appraisal Districts, and the company has been recognized on the GovTech 100 list for five consecutive years (2021–2025) and named to the Inc. 5000. Founded in 2017 by Joe Walsh and Matt Amann, with Tyler Masterson as co-founder and Chief Customer Officer, TrueRoll has disclosed $1.2M of seed funding from Govtech Fund and Ridge Ventures (August 2020) and serves as the AI layer for property tax assessment across tens of millions of parcels nationwide.

Name

TrueRoll

Legal name

The Exemption Project, Inc.

Website

https://trueroll.io

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

TrueRoll is an AI-powered SaaS platform that automates property tax assessment workflows—homestead exemption monitoring, application processing, property transfers, and investigations—for county and local government tax offices, serving 150+ customers across 10+ U.S. states.

Ownership category

akta.pro rank

Product category

Government Property Tax Assessment Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Document Preparation Services (56141), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Taxpayer Registration, Identity & Account Management (BPAIADAB)

Keywords

• Property tax assessment
• Homestead exemption management
• Government technology software
• AI document automation
• Tax roll administration

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription for Assessment Offices: SaaS subscription model for government assessment offices. The platform is delivered as a web application with a 95% uptime SLA commitment. Revenue is generated through recurring software subscriptions to tax assessment offices.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

TrueRoll provides an AI-powered document workflow automation platform for county and local government property tax assessment offices. The platform automates document intake, homestead exemption monitoring, application vetting, property transfer processing, eligibility verification, and investigations using AI, OCR, and thousands of authoritative datasets. It integrates with legacy CAMA systems and state driver's license databases to maintain accurate, defensible property tax rolls.

Product overview

TrueRoll is a unified AI-powered platform for tax assessment offices that evolved from a homestead administration tool to a comprehensive System of Action. The platform consists of six integrated modules: Document Intake (core workflow engine), Property Transfer Automation (automates ownership document processing), Application Vetter (processes new homestead applications), Proactive Monitoring (real-time eligibility tracking), Investigation Services (expert human review for complex cases), and More Services (expands automation to additional document types). The system uses thousands of authoritative datasets and subject-matter-specific AI to automate manual tasks, catch critical changes early, and maintain accurate, defensible records. It integrates with CAMA (Computer-Assisted Mass Appraisal) systems and state driver's license databases. The platform serves 150+ assessment offices across 10+ states, monitoring 10M+ parcels with $1B+ in assessed value.

Differentiator

Problem solved

Functional benefit

Brands

• Application Vetter: AI-powered automated processing for homestead applications, both electronic and handwritten
• Proactive Monitoring
• Property Transfer Automation

Products and services

• AI Document Workflows Unified AI-powered platform module that digitizes, categorizes, and extracts data from all paper and digital documents, powering key assessment workflows from intake to homestead eligibility verification, monitoring, and investigations. Built for county and local government tax assessment offices.
• Property Transfer Automation Automates intake, transfers, and eligibility updates for property ownership changes with 80-90% time savings and 99%+ data accuracy, keeping ownership records updated within minutes. Designed for tax assessment offices handling high volumes of property transfers and paper documents.
• Application Vetter Automates new homestead application processing for both electronic and handwritten applications, reducing manual data entry and errors and saving 80% of staff workload. Connects to state driver's license systems for verification, targeting county tax assessment offices.
• Proactive Monitoring Identifies changes in homestead exemption eligibility in real time using trusted datasets and clear evidence, proactively flagging newly ineligible homesteads as life events occur. Built for tax assessment offices to maintain accurate, defensible records.
• Investigation Services Expert human review and support service for complex cases requiring deeper analysis. Identifies unqualified homesteads, responds to ad hoc requests, and provides detailed investigation reports with supporting evidence for tax assessment offices.
• More Services Expansion of TrueRoll automation capabilities to additional high-volume tasks assessment offices manage, including processing protests, sewer permits, sales declarations, business personal property forms, and various document types.

Quantifiable outcome

• 80-90% time savings on property transfer processing
• +4 more outcomes

Named customers10 records

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature5 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Granicus: Large-scale GovTech platform serving U.S. state and local governments across communications, workflow, and compliance. Comparable as a broad incumbent addressing the same county/municipal buyer with overlapping automation capabilities.
• OpenGov: GovTech company providing budgeting, financial management, and permitting software to U.S. state and local governments. Comparable enterprise field-sales motion into the same municipal buyer, with adjacent automation capabilities.
• Tyler Technologies: Dominant U.S. provider of CAMA (Computer-Assisted Mass Appraisal) systems, including iasWorld and Harris Govern, used by county appraisal districts. Directly comparable as the system of record that TrueRoll integrates with and the most likely competitor to bundle homestead/transfer automation into its existing footprint.

Emerging players

• Vertex Inc. Tax technology provider for indirect and increasingly direct tax determination, with workflow and compliance automation capabilities. Comparable in applying automation to tax-administration workflows, though focused on enterprise rather than county governments.

Direct peers

• BS&A Software: Provider of accounting, tax, and assessment software for U.S. local governments, including property tax and homestead-related workflows. Overlaps with TrueRoll's assessment-office buyer profile.
• DEVNET: Specialist in property tax and assessment software for county governments, including GIS-centric CAMA offerings. Operates in the same vertical with overlapping workflow automation features.
• Aumentum Technologies: Long-standing CAMA and tax administration software provider for counties and CADs. Comparable in serving the same government tax-assessment buyer with workflow automation adjacent to TrueRoll's product surface.
• GovOS: GovTech company serving U.S. local governments with workflow automation across permitting, taxation, and compliance. Closely comparable in go-to-market (enterprise field sales into municipalities) and product category (document/workflow automation for government).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/true-roll
• Xx.com/TrueRoll_io

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TrueRoll