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. Pay yearly and any plan is 30% off. 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, each checked against the bank’s own balances, with anything that doesn’t add up flagged for review. 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 is also checked against your bank’s own opening and closing balances, and one that doesn’t balance is flagged in Books health for review — so a misread statement 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 your data; we use only the service providers listed in our privacy policy, and you can delete your account at any time.