Everything You Need to Run Your Practice
A complete, modern accounting platform designed from the ground up for Canadian accountants and bookkeepers.
Manage Your Entire Practice
Organize clients, collaborate with your team, and keep everything in isolated, secure workspaces.
Multi-Client Workspaces
Each client gets their own isolated workspace with separate chart of accounts, transactions, and documents.
Portfolio Dashboard
See all your clients at a glance — revenue, expenses, outstanding items, and key metrics in one view.
Team Collaboration
Invite staff to specific clients, assign roles, and track work across your team.
Complete Double-Entry Bookkeeping
Proper accrual and cash-basis accounting with a full chart of accounts, journal entries, and financial statements.
Chart of Accounts
Canadian-standard chart of accounts with customizable categories, sub-accounts, and account types.
Journal Entries
Manual and automated journal entries with multi-line support, attachments, and recurring templates.
Financial Reports
Balance sheet, income statement, trial balance, and general ledger reports — ready for CRA.
Get Paid Faster, Pay on Time
Professional invoicing, vendor bill management, and complete accounts receivable and payable tracking.
Professional Invoices
Create and send branded invoices with automatic numbering, taxes, and payment tracking.
Bill Management
Track vendor bills, schedule payments, and manage accounts payable efficiently.
Payment Recording
Record payments received and made, with automatic ledger posting and reconciliation.
Recurring Templates
Set up recurring invoices and bills for repeat transactions that auto-generate on schedule.
Reconcile in Minutes, Not Hours
Import statements, auto-match transactions, and close your books faster with smart banking tools.
Statement Import
Import CSV and PDF bank statements from any Canadian bank. Automatic parsing and transaction creation.
Auto-Matching
Smart matching engine that pairs bank transactions with invoices, bills, and journal entries.
Bank Rules
Create rules to automatically categorize recurring transactions. AI suggests rules based on patterns.
Stay CRA-Compliant Year-Round
Built-in Canadian tax logic for HST/GST, payroll deductions, and CRA reporting.
HST/GST Tracking
Automatic tax calculation by province, input tax credits, and HST return preparation.
Tax Reports
Generate CRA-ready reports including T4 summaries, HST returns, and payroll remittance reports.
Audit Trail
Complete audit trail for every transaction, edit, and deletion — CRA-ready compliance.
See All Features in Action
Start your free trial today and explore the full platform.