Features
Everything a small business needs to keep the books
Built for owners, bookkeepers and accountants working together, with the double-entry accounting done for you.
Banking
Your bank and credit card transactions, sorted.
- Connect banks and credit unions through Plaid or Flinks
- Upload CSV, OFX, QFX or QBO statements
- Rules that categorize and even add transactions for you
- Match bank lines to open invoices and bills
- Reconcile with reports that flag later changes
- Spot recurring payments automatically
Sales and invoicing
Get paid faster, with less chasing.
- Invoices, estimates, sales receipts, credit notes and refunds
- Customers accept estimates online with a signature
- Card payments on invoices through your own Stripe account
- Recurring invoices and automatic overdue reminders
- Progress invoicing, deposits, discounts and foreign currency
- Customer statements and a simple CRM with follow-ups
Expenses and bills
Know what you owe and when.
- Expenses, cheques, transfers and vendor credits
- Receipt capture that reads the details for you
- Bills with due dates, partial payments and a Pay bills screen
- Purchase orders received into bills
- Mileage log with CRA rates
- Expense claims with approval and reimbursement
Inventory and projects
Track what you sell and what each job earns.
- Products with SKU, cost, reorder points and preferred vendor
- Average-cost inventory and cost of goods sold
- Counts, adjustments and low-stock alerts
- Projects with budgets, time tracking and billable expenses
- Profitability and unbilled reports per project
Taxes
Canadian sales tax and income tax, built in.
- GST, HST, QST, PST and RST, plus custom rates
- GST/HST return by line, with adjustments
- QST and PST returns
- T2125 Statement of Business Activities and CCA schedule
- Year-end close with adjusting entries and a closing date
- T4A slips for contractors
Add-ons
Connect where you sell, and the books keep themselves.
- Shopify, Square, WooCommerce and BigCommerce orders imported automatically
- Sales tax from each order posted to the right GST/HST, QST or PST account
- Refunds and cancellations handled, never posted twice
- Inventory matched by SKU and taken out at average cost
- Bank feeds through Plaid or Flinks, card payments through Stripe
- More on the way: Etsy, Amazon, eBay, Clover and others
Reports and control
See the whole picture and keep it accurate.
- Profit and Loss, Balance Sheet, Statement of Cash Flows
- A/R and A/P aging, sales by customer, expenses by vendor
- Trial balance, general ledger and journal
- A customizable dashboard with a 90-day cash flow planner
- Users with Admin, Standard or Reports-only access
- An audit log of who changed what
See it with your own numbers
Try every feature free, no credit card needed.