Your firm's bookkeeping bottleneck, solved
From shoebox chaos to T2-ready financials. AI-powered automation that turns bank statements into categorized, reconciled books—so your team can focus on advisory work.
Clients in Progress
Receipt Received
Client uploaded receipt for $4,500 equipment purchase. GIFI updated.
12 hrs → 45 min
Average time savings per client
Built for
Canadian accounting firms
98%
Transaction accuracy rate
T2-ready
Export to TaxCycle or ProFile
Shoebox clients drain your firm's capacity
Every tax season, your team spends hours on data entry instead of high-value advisory work. Missing receipts, unclear transactions, and manual categorization create bottlenecks that cost your firm money.
Shoebox Backlog
Clients dump bank statements and receipts on your desk. Your team spends hours manually entering transactions and chasing missing documentation.
Capacity Trap
Low-margin bookkeeping work prevents your firm from taking on more profitable advisory and planning engagements.
Quality Risk
Manual data entry increases errors in GIFI codes, ITC calculations, and shareholder loan tracking—creating risk during reviews.
The Resolved Solution
Automated Bookkeeping That Scales With Your Firm
Automated Extraction
Upload bank statements and watch transactions auto-categorize using your firm's Chart of Accounts. Works with TD, RBC, BMO, Scotiabank, and all major banks.
Suspense Workflow
Unmatched transactions trigger automated client follow-up. The system texts or emails your clients requesting missing receipts—no more chasing.
Acme Corp Holdings
Missing Receipts
Direct Tax Software Export
Export T2-ready financials directly to TaxCycle or ProFile. GIFI codes mapped automatically. No re-entry required.
Engagement Timeline
FY 2026A Solution Designed To Save Time & Reduce Errors
How it works
Upload
Drag and drop bank statements, credit card feeds, or connect directly to client bank accounts.
Extract & Categorize
AI reads transactions and maps them to your custom Chart of Accounts. Flags suspense items for review.
Review & Export
Approve categorizations, resolve suspense items, and export to TaxCycle or ProFile with one click.
Your Data Never Leaves Your Control
For firms that require data to stay within their infrastructure, we offer full on-premises installation. Your client data never leaves your servers.
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SOC 2 monitored -
Canadian data residency -
Full audit trail
What firm partners say
"We used to spend 12 hours per shoebox client. Now it's under 45 minutes. The suspense workflow alone saved us from hiring another bookkeeper—clients respond faster when the system follows up automatically."
Common Questions
Does it integrate with TaxCycle and ProFile?
Yes. Export T2-ready financials directly to both platforms with GIFI codes pre-mapped.
Can we use our own Chart of Accounts?
Absolutely. Import your firm's custom COA and the AI learns your categorization patterns.
How does the suspense workflow contact clients?
You choose: automated text messages, email, or both. Clients receive a secure link to upload receipts.
Is there an on-premises option?
Yes. For firms requiring client data to stay on their servers, we offer full local installation.
See it work on your data
Upload a bank statement PDF. Watch the AI categorize transactions to your Chart of Accounts in under 2 minutes. No signup required.
Ready to reclaim your team's time?
Process your first client free—or book a quick walkthrough with our team.