Bookkeeping on autopilot. Books that prove themselves.

Three plans, all the same software with unlimited statements — what changes is how much human help comes with it. Starter is $1 for your first month, then $35/month CAD. Assisted is $50/month and adds live support plus up to two meetings a month, as needed. Managed is $100/month, where a bookkeeper reviews your books every month and you can meet whenever you need to. Any plan can be paid yearly for 30% off, and existing clients get 30% off with their code. Cancel anytime.

You upload your monthly bank statement PDF to the client portal. Our system reads it, extracts every transaction, and categorizes each one with the correct CRA GIFI code for T2 Schedule 125 — the same coding your accountant needs at year-end. You get an Excel workbook and a live dashboard. Anything ambiguous is flagged for human review, not guessed.

RBC, TD, BMO, CIBC, Scotiabank, National Bank, Tangerine, and Simplii — business or personal accounts, standard PDF statements. If your bank isn’t listed, send us a sample statement and we’ll usually have it working within days.

Yes — that’s the sweet spot. Upload each month’s statement and the portal rebuilds your books one statement at a time, reconciled against the bank’s own balances so you can prove they’re right. A year of catch-up bookkeeping typically takes an afternoon instead of weeks.

Anything ambiguous is flagged for human review rather than guessed, and you can recategorize any transaction in one click — including flipping the income/expense direction. Every statement still has to reconcile against your bank’s own opening and closing balances before it’s marked done, so a miscoded transaction can’t quietly pass as finished books.

Yes. Statements are encrypted in transit and at rest, access is locked to your account with row-level security, and we operate under PIPEDA. We never sell or share your data, and you can request deletion at any time.